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Remote Lead Wealth Advisor Plan Architect
Remote / Online - Candidates ideally in
Anaheim, Orange County, California, 92801, USA
Listed on 2026-07-05
Anaheim, Orange County, California, 92801, USA
Listing for:
Brighton Jones LLC
Remote/Work from Home
position Listed on 2026-07-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Brighton Jones LLC is expanding to San Diego and looking for a Lead Advisor with a CFP® designation. This role acts as a Personal CFO for clients, focusing on wealth management plans and relationship building.
Success requires 6+ years in financial planning, excellent communication skills, and a commitment to integrity. Competitive compensation includes base salary of $150K – $350K+, profit sharing, and comprehensive benefits.
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