Lead Advisor - New Market

Summary

Join Brighton Jones, a leading wealth management firm, as a Lead Advisor in Nashville. In this role, you will act as a Personal CFO for clients, managing their wealth and guiding them toward their financial goals. Leverage internal and external resources to achieve client objectives in areas such as investment management, estate planning, and tax planning. Build and maintain strong client relationships, actively expand your network within the community, and represent Brighton Jones at various events. Lead a local service team, ensuring high client retention and satisfaction. This is a remote position initially, transitioning to a work-from-office environment once an office is established. Brighton Jones offers competitive compensation and a comprehensive benefits package.

Requirements

• Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) 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

Responsibilities

• Acts as a Personal CFO for existing clients (where applicable) 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
• Proactively develops and expands relationships within the community
• 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

Benefits

• Annual Compensation: $150,000 - $200,000 base per year DOE + a variable component based on new business market growth
• Lead Advisors are also offered the opportunity for ownership
• Our benefits package includes, but is not limited to, 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
• And other fringe benefits