Lead Advisor - New Market - Remote

Overview

Brighton Jones is seeking a Lead Advisor to help clients achieve their financial goals by providing personalized wealth management services. This role emphasizes building strong client relationships and collaborating with various teams to deliver exceptional client experiences.

In Short

• Acts as a Personal CFO for clients, managing their wealth management plans.
• Leverages resources for investment, estate, tax, and risk management planning.
• Communicates value propositions to prospective clients.
• Develops relationships within the community.
• Represents Brighton Jones at public speaking events.
• Leads a local service team to ensure high client satisfaction.
• Part of an emerging market, initially remote until office space is secured.
• Full-time, exempt position.

Requirements

• Four-year degree and CFP® designation required.
• 6+ years in financial or estate planning.
• Expertise in investment, estate, tax, and retirement planning.
• Commitment to integrity in all activities.
• Highly motivated and able to work in a fast-paced environment.
• Excellent organizational and leadership skills.
• Able to manage heavy workloads and time-sensitive projects.

Benefits

• Part of a recognized workplace culture with awards for community impact.
• Opportunity to make a meaningful impact in clients' lives.
• Collaboration with a dynamic team.
• Flexibility in work arrangements.