About this role
Lead Advisor - New Market - Minneapolis at Brighton Jones. Location: Minneapolis, Minnesota, United States. Role: managing clients, designing plans, coordinating resources Requirements: CFP® or CPA/CFA/JD; Series 65 within 120 days if CFP not held; 6+ years in financial/estate planning; strong integrity, leadership, and communication. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, cpa, cfa, jd, series 65 Commitment: Full Time Workplace: Onsite Languages: English