Lead Advisor - New Market - Charlotte, NC

Brighton Jones • Charlotte, NC

2d • Remote

About The Position

Brighton Jones is a purpose-driven, client-focused wealth management firm committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we have a culture of continuous growth, collaboration, and community, recognized with multiple "Best Places to Work" awards. We are expanding to new markets and seeking Lead Advisors with a CFP® designation and a passion for helping clients. This role will embody our culture, serving clients and leveraging centralized client experience, marketing, business development, and operations teams. The Lead Advisor acts as a Personal CFO, leading client relationships, delivering exceptional experiences, and designing wealth management plans that support clients' passions and purpose. They will leverage internal and external resources for investment management, estate planning, tax planning, risk management, and general planning. The role involves communicating the firm's value proposition to prospective clients, developing community relationships, collaborating with national teams on custodial branches, and representing Brighton Jones at public speaking and industry events. A key responsibility is leading a local service team to ensure high client retention and satisfaction through 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior