Remote Lead Advisor

Summary

Join Brighton Jones, the largest RIA in the Pacific Northwest, and make a positive impact on clients, colleagues, and the global community. As a Lead Advisor, you will embody our culture, serving clients and leveraging our centralized teams to deliver an exceptional experience and design wealth management plans that support their passions and purpose.

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

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

• Competitive compensation package
• Benefits package