Senior Wealth Advisor & Personal CFO
Remote / Online - Candidates ideally in
Indian Trail, Union County, North Carolina, 28079, USA
Listed on 2026-09-30
Indian Trail, Union County, North Carolina, 28079, USA
Listing for:
Brighton Jones
Full Time, Remote/Work from Home
position Listed on 2026-09-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Chief Financial Officer (CFO)
Job Description & How to Apply Below
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.
Position Requirements
10+ Years
work experience
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