Remote Lead Advisor

Summary

Join Brighton Jones, an award-winning RIA in the Pacific Northwest, as a Lead Advisor to make a positive impact on clients, colleagues, and the global community. As a Personal CFO for existing and new clients, you will lead client relationships, deliver exceptional experiences, and design wealth management plans that support their passions and purpose.

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