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
info@brightinvestments.com
Phone: (334) 321-2321
Auburn, AL
Nashville, TN
Tampa, FL
Memphis, TN