Brighton Jones is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients. In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy. A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives. Our Lead Advisors embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
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 "Life Plan".
- 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.
- Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities
- 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.
- Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients.
- Support Brighton Jones' mission by using objectivity, creativity and passion to help our clients, colleagues and community members "live richer lives".
- 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.
Your Experience:- 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.
- This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.
Compensation:- Annual Compensation: $120,000 - $300,000 per year + variable compensation structure based upon a percentage of net revenues from self-generated closed client business.
- Eligible for Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.
Ownership & Financial Wellbeing- 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 Client Business Incentive Program
- Generous employee referral bonus
- Cell phone data reimbursement
- Financial planning services discount for employees and immediate family members
Time & Flexibility- 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
Growth & Development- 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
Connection & Community- Quarterly team-building events
- Regular social events
- Employee-led book clubs, committees, and affinity groups
Family & Milestones- 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
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
