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Lead Advisor: Personal CFO Wealth & Planning

Job in Hoover, Jefferson County, Alabama, USA
Listing for: Brighton Jones
Full Time position
Listed on 2026-06-30
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Position: Lead Advisor: Personal CFO for Wealth & Life Planning
A reputable financial advisory firm in the United States is looking for experienced Lead Advisors to manage client relationships and implement wealth management strategies. Candidates must possess a four-year degree and a CFP® designation, along with over 6 years of relevant experience. This role is remote until a new office is secured and offers a competitive salary with a comprehensive benefits package.

The position emphasizes collaboration, community engagement, and personal growth with a firm dedicated to its clients' success.
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