Lead Advisor - New Market - Charlotte, NC
Compensation
$150k – $350k /yr
Employment type
Full-time
Work setting
On-site
Location
Charlotte, NC
Schedule
Day shift
Posted
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Job overview
The Lead Advisor is an onsite, full-time role based in Charlotte, NC. Compensation ranges from $150,000 to $350,000+ per year, supporting the wealth management team at Brighton Jones. This role exists to act as a Personal CFO for clients, designing and managing wealth management plans that align with their passions and purpose. The advisor contributes to the company's growth by establishing the firm in a new market and delivering exceptional client service.
What you'll do
- Lead client relationships
- design and manage wealth management plans
- leverage internal resources for planning
- develop community relationships
- lead a local service team.
What we're looking for
- Skills & competencies
- full-timeday shiftcharlotte ncbrighton joneslead advisorwealth managementcfpcpacfafinancial planning$150k-$350k+
- Work arrangement
- Weekend coverage required
Benefits & perks
- Profit share, equity, medical/dental/vision, 401(k), PTO, sabbatical.
Why this role
High-level role with equity ownership opportunities and a focus on purpose-driven wealth management.
About the employer
Brighton Jones is hiring for this role. Industry: Investment Banking and Securities Intermediation. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Investment Banking and Securities Intermediation
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 68d0837d-1263-442a-a97c-1375d4430c26