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

info@brightinvestments.com

Phone: (334) 321-2321

Auburn, AL

Nashville, TN

Tampa, FL

Memphis, TN