Multi-Family Office Lead Advisor - Seattle

Brighton Jones•Seattle, WA

21d•$130,000 - $300,000•Onsite

About The Position

Ready to make a meaningful impact? At Brighton Jones, weâre a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, weâve built a culture of continuous growth, collaboration, and communityârecognized with 15 consecutive âBest Places to Workâ awards including Inc.comâs 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, weâre growing fastâand weâre looking for driven, curious individuals to join our #OneTeam. Take our Values in Action Self-Assessment to see how our values align! Your Role: Acts as a Personal CFO for existing clients 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 âLife Planâ. Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Cash Flow Planning, Multigenerational Estate Planning, Tax Planning, Risk Management, and Philanthropic Planning. Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor. Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities 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. Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients. Support Brighton Jonesâ mission by using objectivity, creativity and passion to help our clients, colleagues and community members âlive richer livesâ. Provide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth. Assist with development and presentation of training programs including coaching of team members on financial planning strategies.

Requirements

Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNERâ¢ (CFPÂ®) designation.
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.
This role is an in-office, full-time, and exempt position. We are a work from office culture with flexibility.

Responsibilities

Acts as a Personal CFO for existing clients 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 âLife Planâ.
Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Cash Flow Planning, Multigenerational Estate Planning, Tax Planning, Risk Management, and Philanthropic Planning.
Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor.
Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities
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.
Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients.
Support Brighton Jonesâ mission by using objectivity, creativity and passion to help our clients, colleagues and community members âlive richer livesâ.
Provide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth.
Assist with development and presentation of training programs including coaching of team members on financial planning strategies.