Remote Senior Wealth Advisor and Life Planning Lead

Brighton Jones is on the lookout for passionate Lead Advisors who will provide exceptional client experiences in St. Louis. Your role will include acting as a Personal CFO, managing wealth strategies, and leading a service team focused on client satisfaction.The ideal candidate will have a four-year degree and valid CFP®, CPA, CFA, or JD, along with extensive financial planning experience. Join us in a collaborative environment while enjoying comprehensive benefits and competitive compensation.#J-18808-Ljbffr

Remote

Skills:
Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Compensation and Benefits, Customer Experience, Customer Relations, Customer Satisfaction, Financial Planning, Head of Finance, Team Lead/Manager, Team Player

About the Company:
Dormont Manufacturing Company

Location: , ,

Monster: Apply Here