Lead Advisor - New Market - Detroit
Brighton JonesDetroit, Michigan, United States
Posted September 3, 2025
Full Time
About the Company
Brighton Jones is a comprehensive wealth management firm that specializes in aligning clients' financial goals with their personal values. Offering a range of services including investments, tax strategies, trusts, philanthropy, risk management, and retirement planning, Brighton Jones aims to help individuals achieve financial peace of mind while pursuing a life filled with purpose and happiness.
Job Description
Brighton Jones is seeking a Lead Advisor to join their team in Detroit, MI. This role is a client-facing position focused on helping clients achieve their financial goals, utilizing in-house resources to create comprehensive wealth plans and delivering exceptional customer service. Brighton Jones fosters a dynamic, collaborative, and purpose-driven culture with a commitment to community impact.
Requirements
- 4-year degree
- CFP® designation
- 6+ years of financial/estate planning experience
- Expertise in estate, tax, retirement, insurance, investment, and cash flow planning
- Integrity and commitment to professional conduct
- Strong organizational and communication skills
- Ability to work in a fast-paced environment and manage workloads
Benefits
- Robust benefits package
- Award-winning culture
- Competitive compensation
- Flexible work environment