Lead Advisor - New Market - Cleveland
Brighton Jones(19 days ago)
About this role
Lead Advisor role at Brighton Jones as part of the firm's expansion into Cleveland. Brighton Jones is a purpose-driven, team-based Registered Investment Advisor with over $30B in assets under advisement and an award-winning culture. This full-time, exempt position offers competitive base pay, variable compensation opportunities, and a comprehensive benefits package.
Required Skills
- Financial Planning
- Estate Planning
- Tax Planning
- Investment Management
- Risk Management
- Client Relations
- Business Development
- Public Speaking
- Team Leadership
- Communication
+1 more
Qualifications
- Four-Year Degree
- CFP®
- CPA
- CFA
- JD
- Series 65
About Brighton Jones
brightonjones.comBrighton Jones is a wealth management and financial planning firm that provides fiduciary advice and integrated financial services to individuals, families, entrepreneurs, and foundations. They combine investment management with tax-aware planning, estate and retirement strategies, and family-office-style coordination delivered by a multidisciplinary team and financial coaches. The firm emphasizes long-term, personalized planning, transparency, and technology-enabled service to help clients navigate complex financial lives.
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