Lead Advisor - New Market - Tampa Bay

Brighton Jones•Tampa Bay, FL

20h•Remote

About The Position

Brighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community, recognized with 15 consecutive “Best Places to Work” awards. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement and 300+ teammates nationwide, we are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. This role will embody our culture, serving clients and leveraging our centralized client experience, marketing, business development, and operations teams. The Lead Advisor acts as a Personal CFO for existing and new clients, leading the client relationship, delivering an exceptional experience, and designing, implementing, and managing the wealth management plan that supports their passions and purpose – their “Life Plan.” This role leverages internal and external resources to achieve client objectives in areas such as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning. The Lead Advisor communicates our unique value proposition to prospective clients, works to establish Brighton Jones as their trusted financial advisor, and proactively develops and expands relationships within the community. This role also cultivates deep relationships with custodial retail branches in collaboration with the national team and creates opportunities to represent Brighton Jones at public speaking events. Additionally, the Lead Advisor leads a local service team with deep collaboration to ensure client retention and satisfaction through a relentless focus on remarkable service.

Requirements

Candidates must have a four-year degree
Required professional designation: CFP®, CPA, CFA, or JD.
Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment.
6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm
Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
Unquestioned commitment to integrity in personal and professional activities
Highly motivated with ability to function well in a fast-paced environment
Self-starter by nature
Excellent organizational, leadership, communication and presentation skills
Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.

Responsibilities

Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”
Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning
Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor
Proactively develops and expands relationships within the community
Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team
Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.
Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.

Benefits

Fully paid medical, dental, and vision coverage for employees
401(k) with 100% match up to 3% of annual compensation
Equity ownership opportunities for every employee
New Business Incentive Program
Generous employee referral bonus
Cell phone data reimbursement
Financial planning services discount for employees and immediate family members
Minimum 3 weeks PTO starting Day 1
Winter Break
Summer Friday flex-days
10 paid holidays
Unlimited Volunteer Time Off plus company grant matching
Heavily subsidized transit
100% reimbursement for required training, certifications, licensing, and dues
Personal career development plans
Richer Life Business Partner (coaching for all employees)
Mindful Emotional & Social Intelligence training
Annual professional & personal wellbeing stipend
Quarterly team-building events
Regular social events
Employee-led book clubs, committees, and affinity groups
Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
Adoption benefits
Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years