Lead Advisor - New Market - Tampa Bay

Brighton Jones • Gibsonton, FL

2d • 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, they have built a culture of continuous growth, collaboration, and community, recognized with 15 consecutive “Best Places to Work†awards. They lead the industry in aligning wealth, passion, and purpose to help clients thrive. With over $30 billion in assets under advisement and 300+ teammates nationwide, they are growing fast and looking for driven, curious individuals to join their #OneTeam. This role is part of an emerging market expansion, specifically looking to expand to St. Louis. The Lead Advisor will embody the company culture, serving clients and leveraging centralized client experience, marketing, business development, and operations teams. The role acts as a Personal CFO, leading client relationships, delivering exceptional experiences, and designing wealth management plans. They will leverage internal and external resources for investment management, estate planning, tax planning, risk management, and general planning. The Lead Advisor will communicate the company's value proposition to prospective clients, develop community relationships, cultivate relationships with custodial retail branches, and represent Brighton Jones at public speaking events. They will also lead a local service team to ensure client retention and satisfaction.

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 Planâ€
• 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, 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 & 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
• Profit share: Additional opportunities for discretionary year-end profit sharing
• Equity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest

What This Job Offers

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