Bull Run Investment Management (BRIM) is an innovative, fast growing fee-only Registered Investment Advisor (RIA). Our team prides itself on offering first in class in-house proprietary management, with a specific focus on high growth public equities in the software and technology sectors. We are proud of our record in generating superior returns for our clients, and offer a comprehensive suite of financial services tailored for individuals and families, workplaces, and philanthropic organizations. At Bull Run, we are not bound by constraints, and have the freedom to utilize any mutual funds, ETFs, or money managers available worldwide as we deem fit.
Job Description:
We are actively seeking experienced Senior Financial Advisors who have an established book of business and are ready to take their practice to the next level. If you are currently managing client assets and looking for a firm that offers full autonomy, competitive compensation, and robust in-house investment management, we want to hear from you.
Key Responsibilities:
- Transition your existing client relationships to Bull Run seamlessly, with full support from our team.
- Deliver comprehensive financial planning and investment management services to high-net-worth clients.
- Implement and integrate Bull Run’s proprietary investment strategies into client portfolios.
- Expand and grow your book of business with the firm’s resources and infrastructure.
- Work closely with our estate planning attorney and other professionals to provide holistic wealth management solutions.
Qualifications:
- Proven experience as a Financial Advisor with a transferable book of business.
- Strong knowledge of investment strategies, financial planning, and wealth management.
- Required: Series 65 (or Series 7 & 63). CFP, CFA, or similar certifications are a plus.
- Excellent relationship management skills with a commitment to fiduciary responsibility.
- Entrepreneurial mindset with a desire to grow within an independent RIA structure.
What We Offer:
- Competitive, senior-level compensation with no commission-driven conflicts.
- Full back-office support, including seamless client onboarding and account transitions.
- Access to our proprietary investment strategies and open-architecture investment options.
- A collaborative, growth-oriented team that values innovation and client-first service.
At Bull Run Investment Management, we offer competitive compensation, a supportive environment that fosters career growth, and the opportunity to be a part of an innovative team.
Interested candidates who meet the above qualifications are encouraged to apply today.
Application Instructions: To apply, please submit your interest via easy apply, or reach out directly to the job poster.
Note: We appreciate every application, but due to high volumes, only candidates selected for an interview will be contacted.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Investment Management