Lead Advisor - New Market - Remote

Overview

As a Lead Advisor at Brighton Jones, you will play a crucial role in helping clients achieve their financial goals by acting as their Personal CFO and leading the client relationship.

In Short

• Act as a Personal CFO for clients and manage their wealth management plans.
• Leverage resources to achieve client objectives in various financial areas.
• Communicate the unique value proposition to prospective clients.
• Develop relationships within the community to expand the client base.
• Represent Brighton Jones at public speaking events.
• Lead a local service team focused on client retention and satisfaction.
• Work in a fast-paced environment with a focus on integrity.
• Collaborate with a team of professionals on financial and tax activities.
• Position is remote until office space is secured.
• Full-time, exempt position with a flexible work-from-office culture.

Requirements

• Four-year degree and CFP® designation required.
• 6+ years of experience in financial and/or estate planning.
• Expertise in various financial planning analyses.
• Strong organizational, leadership, and communication skills.
• Ability to manage heavy workloads and time-sensitive projects.
• Self-starter with a commitment to integrity.
• Excellent presentation skills.
• Experience in a professional financial services company preferred.
• Motivated to function well in a fast-paced environment.
• Collaborative mindset for working with a tight-knit team.

Benefits

• Recognized as one of the best places to work.
• Culture of continuous growth and community impact.
• Dynamic team-based approach with over 300 teammates.
• Opportunity to help clients live richer lives.
• Flexibility in work arrangements.