Lead Financial Advisor — Raleigh–Durham Market

Job overview

The Lead Financial Advisor — Raleigh–Durham Market role is described as remote while office space is being secured in the emerging market. The listing gives pay of $150,000–$350,000+ in base salary and variable compensation based on revenue growth. Brighton Jones provides wealth management and financial planning services to clients. The advisor leads client relationships and develops, implements, and manages wealth plans aligned with clients’ goals. The role also builds community and referral relationships, represents the firm to prospective clients, and leads a local service team in coordination with centralized client experience, marketing, business development, and operations teams.

What you'll do

• Lead client relationships and deliver client experience
• design, implement, and manage wealth plans
• coordinate investment management, estate planning, tax planning, risk management, and general planning resources
• communicate the firm’s value to prospective clients
• develop community and custodial retail branch relationships
• represent the firm at public speaking and community events
• lead a local service team.

What we're looking for

Skills & competencies

lead financial advisor

raleigh–durham nc

brighton jones

remote until office secured

full-time

wealth management

financial planning

cfp

cpa

cfa

jd

$150k–$350k+

equity opportunities

401(k) match

Work arrangement

• Weekend coverage required

Benefits & perks

• Fully paid employee medical, dental, and vision coverage
• 401(k) with 100% match up to 3%
• equity opportunities
• at least three weeks of PTO from day one
• paid holidays and parental leave
• training reimbursement
• development plans
• and wellbeing stipend.

Why this role

Requires a four-year degree and CFP, CPA, CFA, or JD designation; candidates with CPA, CFA, or JD instead of CFP must obtain Series 65 or equivalent within 120 days. The posting states no visa sponsorship.

About the employer

Brighton Jones is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.