About this role
Lead Advisor - Seattle at Brighton Jones. Location: Seattle, Washington, United States. Role: lead planning, manage relationships, advise clients Requirements: CFP required; 6+ years financial planning/estate planning; expertise in estate, tax, retirement, insurance, investment, and cash flow planning; in-office, full-time; strong integrity and communication. Category: Finance and Accounting Seniority: Senior Level Certifications: certified financial planner (cfp) Commitment: Full Time Workplace: Onsite Languages: English