Lead Advisor

Summary

Join Brighton Jones, a leading wealth management firm, as a Lead Advisor in our expanding Nashville market. You will act as a Personal CFO for clients, building strong relationships and providing comprehensive financial planning services. This role requires a CFP® designation and 6+ years of experience in financial planning, with a proven track record of success. Brighton Jones offers a competitive salary ($150,000-$200,000 base), comprehensive benefits, and a unique culture focused on growth and community impact. The position is initially remote but will transition to a work-from-office setting. We are seeking a highly motivated individual with a passion for helping others and a commitment to exceeding client expectations.

Requirements

• 6+ years in financial planning related work with 2+ years as lead on client relationships
• Experience at a professional financial services company or wealth management firm
• Four-year degree
• CFP® designation
• Unquestioned commitment to integrity in personal and professional activities

Responsibilities

• Act as a Personal CFO for existing and new clients
• Lead and develop client relationships
• Deliver an exceptional client experience
• Design, implement, and manage financial plans that support client’s passions and purpose
• Cultivate and develop deep relationships with custodial partner retail branches to drive new client referrals
• Communicate our unique value proposition to prospective clients
• Establish Brighton Jones as the client's trusted financial advisor
• Proactively develop and be involved in the community
• Deepen relationships and build the Brighton Jones brand
• Leverage internal and external resources to achieve client objectives in areas such as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning
• Create opportunities and represent Brighton Jones at public speaking events
• Be responsible for building a longer-term service team that will help support client retention, remarkable client service and new market growth

Preferred Qualifications

• Experience in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
• Self-starter with experience and a track record of generating opportunities, filling the pipeline and closing clients
• Highly motivated with ability to function well in a fast-paced environment and a history of setting and achieving goals

Benefits

• Health care benefits (medical/dental/vision)
• Retirement benefits
• Paid time off (PTO)
• Holiday flex-days
• Summer flex-days
• Company-paid holidays
• Parental leave
• Transportation benefits
• Unlimited volunteer time off
• Professional and personal wellbeing stipend
• Other fringe benefits
• Annual Compensation: $150,000 - $200,000 base per year DOE + a variable component based on new business market growth
• Opportunity for ownership