Lead Advisor - New Market - Charlotte
Brighton JonesCharlotte, North Carolina, United States
Posted September 28, 2023
Full-time
About the Company
Brighton Jones aligns personal values with financial planning to guide clients towards a fulfilling, richer life.
Job Description
Join Brighton Jones, an award-winning organization, as a Lead Advisor - New Market. As part of our mission to help clients, colleagues, and the global community live a richer life, we're expanding to new markets. We're looking for driven individuals who embody our culture and are passionate about helping clients and colleagues. With a focus on wealth management and client-centric approach, we offer a path to ownership in the firm.
Requirements
- 4-year degree
- CERTIFIED FINANCIAL PLANNER (CFP) designation
- 6+ years in financial and/or estate planning related work
- Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
- Unquestioned commitment to integrity
- Highly motivated with ability to function well in a fast-paced environment
- Self-starter by nature
- Excellent organizational, leadership, communication and presentation skills
Benefits
- Path to ownership in the firm
- Centralized client experience, marketing, business development and operations teams
- Relentless focus on remarkable service