Remote Lead Advisor
Brighton Jones
📍Remote - United States
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Job highlights
Summary
Join Brighton Jones, the largest RIA in the Pacific Northwest, as a Lead Advisor to make a positive impact on clients, colleagues, and the global community. We're looking for driven individuals with a CFP designation who embody our culture and are passionate about helping clients.
Requirements
- Candidates must have a four-year degree
- 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
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