Lead Advisor, New Market
About The Position
The Lead Advisor acts as a Personal CFO for existing and new clients, leading client relationships and delivering an exceptional experience. The role designs, implements, and manages wealth management plans that support clients’ passions and purpose, referred to as their “Life Plan.” Advisors use internal and external resources across investment management, estate planning, tax planning, risk management, and general planning to achieve client objectives. They communicate Brighton Jones’s value proposition to prospective clients and work to establish the firm as their trusted financial advisor. The Lead Advisor develops relationships in the local community, cultivates relationships with custodial retail branches in collaboration with the national team, and represents Brighton Jones at public speaking and community or industry events. The role leads a local service team, collaborating closely to support client retention and satisfaction through a focus on remarkable service. This position is part of an emerging market and will be considered remote until office space is secured; Brighton Jones describes its culture as work-from-office with flexibility. It is full-time and exempt.
Requirements
- Four-year degree.
- A CFP®, CPA, CFA, or JD designation.
- Candidates holding a CPA, CFA, or JD rather than a CFP® must obtain the Series 65 or equivalent within 120 days of employment.
- At least 6 years of experience 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 and able to function well in a fast-paced environment.
- Self-starter by nature.
- Excellent organizational, leadership, communication, and presentation skills.
- Ability to manage heavy workloads and time-sensitive projects while working with a close-knit team of professionals involved in financial and tax activities.
Responsibilities
- Lead client relationships as a Personal CFO for existing and new clients, delivering an exceptional client experience.
- Design, implement, and manage wealth management plans that support clients’ passions and purpose.
- Leverage internal and external resources to address client objectives in investment management, estate planning, tax planning, risk management, and general planning.
- Communicate Brighton Jones’s value proposition to prospective clients and establish the firm as their trusted financial advisor.
- Proactively develop and expand relationships within the community.
- Cultivate relationships with custodial retail branches in collaboration with the national team.
- Create opportunities and represent Brighton Jones at public speaking events, including community and industry events.
- Lead a local service team in close collaboration to support client retention and satisfaction, with a 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 of PTO starting on Day 1.
- Winter Break, Summer Friday flex-days, and 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 and personal wellbeing stipend.
- Quarterly team-building events and regular social events.
- Employee-led book clubs, committees, and affinity groups.
- Paid parental leave: 13 weeks for birthing parents and 6 weeks for non-birthing parents.
- Adoption benefits.
- Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years.
- Discretionary year-end profit sharing.
- Restricted Equity Units granted at hire, with an expedited opportunity to convert to Partner status at vest.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
