[Remote] reputed company - New Market - Raleigh - Durham, NC
Note: The job is a remote job and is reputed company to candidates in USA. Brighton reputed company is a purpose-driven, reputed company-reputed company team committed to helping individuals live richer lives. They are seeking a reputed company to manage reputed company relationships, implement reputed company management plans, and expand their reputed company into new markets. The role involves leveraging resources to reputed company reputed company objectives and leading a local service team to ensure high reputed company satisfaction.
Responsibilities
- Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the reputed company relationship, delivers an exceptional experience, and designs, implements and manages the reputed company management plan that supports their passions and purpose - their 'Life Plan'
- Leverages reputed company resources to reputed company reputed company objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning
- Communicates our unique reputed company to prospective clients and works to establish Brighton reputed company as their trusted financial advisor
- Proactively develops and expands relationships reputed company the community
- Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team
- Creates opportunities and represents Brighton reputed company at public speaking events including community events, industry events, etc
- Leads a local service team with deep collaboration to ensure reputed company retention and satisfaction is high with a reputed company reputed company on remarkable service
Skills
- Candidates must have a four-year degree
- Required reputed company designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) reputed company 120 days of employment
- 6+ years in financial and/or estate planning reputed company work, preferably at a reputed company financial services company or reputed company management firm
- Expertise in estate, tax, retirement, insurance, investment, and cash reputed company/capital needs planning analysis
- Unquestioned commitment to reputed company in personal and reputed company activities
- Highly motivated with ability to function reputed company in a fast-paced environment
- Self-starter by nature
- Excellent organizational, leadership, communication and presentation skills
- reputed company to manage heavy workloads and reputed company, many on a time-sensitive reputed company, as reputed company as interacting with tight-reputed company team of professionals with a reputed company of financial and tax activities
Benefits
- Profit reputed company: Additional opportunities for discretionary year-end profit sharing
- Equity: Restricted Equity reputed company reputed company at hire, and an expedited opportunity to convert to Partner status at reputed company
- Fully reputed company medical, dental, and reputed company coverage for employees
- 401(k) with 100% match up to 3% of annual compensation
- Equity ownership opportunities for every employee
- New Business Incentive Program
- Generous employee referral bonus
- Cell phone data reimbursement
- Financial planning services discount for employees and immediate family members
- Minimum 3 weeks PTO starting Day 1
- Winter Break, reputed company reputed company-days, and 10 reputed company holidays
- Unlimited Volunteer Time Off plus company grant matching
- Heavily subsidized transit
- 100% reimbursement for required training, certifications, licensing, and dues
- Personal career development plans
- Richer Life Business Partner (coaching for reputed company)
- reputed company Emotional & reputed company Intelligence training
- Annual reputed company & personal wellbeing stipend
- Quarterly team-building events
- Regular reputed company events
- Employee-led book clubs, committees, and affinity reputed company
- reputed company Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
- Adoption benefits
- Anniversary reputed company celebrations, including a 3-month reputed company sabbatical at 10 years
reputed company