Wealth Advisor for Bright Investments, LLC®

 

Bright Investments, LLC® is a fee-only independent registered investment advisor. We are a vibrant and growing firm that offers best-in-class service to institutional and private clients. We strive to achieve superior long-term total rates of return by putting our clients’ needs ahead of our own. We are 100% employee-owned and offer an unique entrepreneurial culture and excellent opportunity for advancement for the right candidate.

 

Required Qualifications

• Integrity: unquestionable commitment to place the clients’ objectives first; fiduciary duty
• Education: BA in finance, business, accounting or equivalent
• Have an established book of business; transferrable AUM
• Reputation: impeccable reputation and record of professional success as a wealth advisor
• Licensed: Series 65, 66, or equivalent
• Professional: highly professional as a representative of the firm
• Relationships: demonstrated success in maintaining current and developing new relationships
• through outstanding verbal and written communication
• Experience: successful experience with high net worth and ultra-high net worth clients
• Partnerships: experience with partnering with accounting, legal and other service professionals in order to provide and execute a comprehensive financial plan
• Expert: subject matter expertise with retirement and estate planning
• Teamwork: ability to work within a team
• Independence: ability to work independently; a remote office a possibility
• Computer skills: strong Microsoft Office, wealth management, CRM experience
• Detail-oriented
• Compliance: adhere to risk and control policies, regulatory guidelines and security measures
• Learning: actively seeks learning opportunities; constantly improving expertise
• Community: active in your community in the areas of your choosing

 

Preferred Qualifications

• CFP®, CFA, or advanced certification
• MBA or master’s degree in finance, business, or accounting

 

Competitive compensation package

• Higher payout than competitors
• BlueCross BlueShield Blue Choice® Platinum
• Delta Dental
• 401k
• Long Term Disability

 

If you are interested in learning more about this opportunity, please send a cover letter and resume to info@brightinvestmentsllc.com. Bright Investments, LLC® is an equal opportunity employer.