About this role
Lead Advisor - New Market - Austin at Brightonjones. Location: Austin, Texas, United States. Role: lead relationships, deliver client service, manage wealth plan Requirements: CFP® or equivalent; 6+ years in financial planning; CFP/CPA/CFA/JD; Series 65 within 120 days if lacking CFP. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, cpa, cfa, jd, series 65 Commitment: Full Time Workplace: Onsite Languages: English