Remote Lead Advisor

Summary

Join Brighton Jones, the largest RIA in the Pacific Northwest, to make a positive impact on clients, colleagues, and the global community by serving as a Lead Advisor with a CFP designation. This role involves leading client relationships, delivering exceptional experiences, and designing wealth management plans that support clients' passions and purpose.

Requirements

• Candidates must have a four-year degree
• 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

• This role is part of an emerging market and will be considered remote until an office space is secured
• Brighton Jones is a 'work-from-office' culture with a lot of flexibility