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Lead Advisor: Personal CFO Wealth & Planning
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-09-22
Listing for:
Brighton Jones
Full Time
position Listed on 2026-09-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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.
As a Lead Advisor:
Personal CFO for Wealth & Life Planning, you will play an important part at Brighton Jones in United States. We aim to respond to suitable candidates as soon as possible. Full responsibilities and requirements are described in the listing above.
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