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Brighton Jones

Senior Wealth Advisor & Personal CFO

town of charlotte, NY

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Job description

Brighton Jones is expanding to Charlotte, NC, seeking Lead Advisors with CFP and a passion for helping clients live richer lives. You will act as a Personal CFO, lead client relationships, and design comprehensive Life Plans leveraging a network of experts.

Role involves high collaboration with internal and external teams, community engagement, and public speaking. Remote-first in emerging market, with a strong culture of growth, equity, and client service excellence.

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