Wealth Advisor for Bright Investments, LLC®

 

Bright Investments, LLC® is a fee-only independent registered investment advisor. We are a rapidly
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 a unique entrepreneurial culture and excellent opportunity for advancement
for the right candidate(s).

 

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 certifications
• MBA or master’s degree in finance, business or accounting

 

Bright Investments, LLC® is an equal opportunity employer. We offer a very competitive compensation package to include a higher payout than competitors. Additionally, we offer premium health benefits to include BlueCross BlueShield Blue Choice® Platinum for Business PPO and Delta Dental. We have compliance, IT and operational professionals. If you are interested in learning more about this
opportunity, please send a cover letter and resume to Bright Investments, LLC®

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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