Senior Wealth Advisor & Personal CFO

A national financial advisory firm is seeking a Lead Advisor in North Carolina. In this full-time role, you will act as a Personal CFO for clients, manage wealth management plans, and leverage resources to help clients meet their financial goals. Candidates must have a four-year degree, CFP designation, and 6+ years in financial planning. This position embraces a work-from-office culture with flexibility.
This is a genuine position to take on the Senior Wealth Advisor & Personal CFO role at Brighton Jones. We would love to welcome a new Senior Wealth Advisor & Personal CFO to our organisation in NC, United States. For the Senior Wealth Advisor & Personal CFO position at Brighton Jones, we are reviewing applications now. Step into the Senior Wealth Advisor & Personal CFO role at Brighton Jones in NC, United States and grow with us.