Lead Advisor - New Market - St. Louis
Brighton Jones(19 days ago)
About this role
Brighton Jones is seeking Lead Advisors who are passionate about helping clients thrive by serving as their Personal CFO. This role involves leading client relationships, managing comprehensive wealth management plans, and leveraging internal resources to meet client objectives. The position is part of a dynamic team-based culture that emphasizes collaboration and community engagement.
Required Skills
- Wealth Management
- Client Relationships
- Financial Planning
- Team Leadership
Qualifications
- CFP®
- CPA
- CFA
- JD
- Four-Year Degree
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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