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.

Bright Investments, LLC. logo

Bright Investments LLC®

Phone: (334) 321-2321
Fax: (334) 321-2883

570 Devall Drive, Suite 303
Auburn, AL 36832

40 Burton Hills Boulevard, Suite 200
Nashville, TN 37215

3030 N. Rocky Point Dr. West, Suite 150
Tampa, FL 33607

1331 Union Avenue, Suite 1000
Memphis, TN 38104