Financial Advisor (Experienced)
$150kBrighton Securities
Financial Advisor Opportunity
Brighton Securities is seeking an experienced and client-focused Financial Advisor to join our growing wealth management team. In this role, you will serve as a trusted partner to high-net-worth individuals, families, and business ownersdelivering personalized strategies that align with each client's financial goals, values, and long-term vision. You'll have access to Brighton Securities' full suite of capabilities, including portfolio management, financial planning, retirement, and integrated tax advisory services, all designed to deliver comprehensive solutions and an exceptional client experience. You'll operate within an independent, entrepreneurial environment that combines the resources of a full-service wealth management firm with the flexibility to tailor your business around your clients, not corporate quotas. Supported by a team of in-house experts and a culture built on collaboration, integrity, and performance, you'll have the freedom to deliver an exceptional client experience and build lasting impact. Elevate your business with Brighton Securitieswe'll be there!
Primary Responsibilities Include:
- Serve as a trusted Financial Advisor, offering holistic financial guidance that integrates investments, planning, retirement, estate, and tax strategies.
- Manage and grow a portfolio of high-net-worth clients, cultivating relationships built on trust, results, and personalized service.
- Drive new client acquisition through proactive outreach, strategic networking, and community engagementpositioning yourself and Brighton Securities as the partner of choice for comprehensive wealth management.
- Design and implement customized financial strategies, aligning investment portfolios and planning objectives with each client's long-term aspirations.
- Leverage Brighton Securities' independent platform and in-house specialists to deliver coordinated solutions in investment management, financial planning, and tax advisory.
- Deliver a boutique, high-touch client experience, acting as the central advisor and ensuring that every interaction reflects precision, care, and accountability.
- Operate with fiduciary discipline, upholding the highest ethical standards and regulatory compliance while prioritizing clients' best interests.
- Collaborate and lead within the firm, sharing expertise, mentoring rising advisors, and contributing to the continued growth of Brighton Securities' private wealth platform.
Ready to partner with us? Here's what you can expect:
- Uncapped earning potential with one of the most competitive payouts in the industrykeep more of what you earn with a transparent, high-reward compensation structure designed to maximize advisor success.
- Full benefits suite including medical, dental, vision, life insurance, HSA contribution, and a firm 401(k) matchbecause your future deserves the same care as your clients'.
- Dedicated operations and administrative support, allowing you to focus on growing relationships and delivering premier client experience.
- Seamless transition support for you and your clients, with hands-on guidance to ensure continuity and confidence from day one.
- Marketing and brand development resources, including a firm-funded marketing budget to amplify your personal brand, accelerate growth, and expand your reach in your community.
At Brighton Securities, you'll gain the freedom, resources, and economics to build the practice you've always envisionedwithout the bureaucracy or limitations of a wirehouse.
Requirements:
- Bachelor's degree in related field
- Series 7, 66 (or 63 &65) active and valid.
- A valid, active Insurance Life/Accident/Health license is required or must be obtained within 60 days of starting the role as a condition of employment
- 3+ years in a Financial Advisor role or equivalent experience in Financial Services.
- Demonstrated track record in new business development and client book management
- Familiarity with servicing high-net-worth individuals.
- Comfortable operating in a dynamic, entrepreneurial environment.
- A commitment to putting the client first, always.
Hours & Work Schedule:
- Hours per Week: 40
- Work Schedule: Varies
Pay Transparency:
This is a commission-based role where individuals historically have earned between $150,000 and $600,000 per year based on performance and productivity against commission plan parameters.
About Us:
Founded in 1969, Brighton Securities is an independent, employee-owned financial services firm headquartered in Rochester, NY with branch offices throughout Upstate NY, Florida, Ohio, North Carolina, and New Mexico. We use a client-focused approach to delivering wealth management and financial services that include Financial Planning, Saving Strategies, Insurance Solutions, Estate Planning, Tax Planning & Preparation, Corporate Services and Modeled Investment Portfolios.
Why work with us?
We are consistently recognized for being a top 100 company AND a top workplace in Rochester! For more information, visit our website.
Committed to Equal Opportunity:
Brighton Securities believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for those positions they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Brighton Securities will provide reasonable accommodation for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation imposes an undue hardship on the operation of our business.
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