Brighton Jones, one of the country’s fastest growing wealth management firms, is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients.
Brighton Jones is a team that helps our clients, colleagues, and the global community live richer lives. That’s our mission, and why we do everything we do. We are a team that collaborates together to achieve our goals, as we support our clients in reaching theirs. Successful candidates for this role and all roles at Brighton Jones will bring a “how can I help?” attitude and a willingness to do whatever it takes to help our clients and colleagues succeed. We are looking for someone who wants to contribute to and celebrate the success of others, and be part of an organization that is a leader in the industry.
Brighton Jones is one of the nation’s fastest growing RIA’s headquartered in Seattle, Washington. Over the past 20 years our team-based approach, relentless focus in evolving our service model, and operational foundation has enabled us to grow 100% organically from a 2 person start up to a 180 person enterprise, helping over 2,000 families and advising on over $8B in assets. We continue our growth as we plan to expand into 30 new markets, grow to 2,000 team members strong, and serve 30,000 clients. Creating and maintaining an incredible culture is our secret sauce and our goal is to make sure each of our teammates loves working here, what they do, who they do it with, and who they do it for.
This position has primary responsibility for client relationships, and works closely with each client to establish their comprehensive wealth management strategy. A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives.
Work directly with Brighton Jones clients to help them design, implement and manage the wealth management plan that supports their “Life Plan.”
Leverage internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning.
Conducts or oversees research into complex investment, tax and estate planning issues.
Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth;
Assist with development and presentation of training programs including coaching of team members on financial planning strategies.
Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities.
Communicate our value proposition to prospective clients and establish Brighton Jones as their trusted financial advisor.
Generate referrals from existing clients.
Support Business Development Officers in new client acquisition through participation in the sales process.
What Will Set You Apart:
Candidates must have a four-year degree and the 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.
About Brighton Jones Wealth Management
We are a company that uses creativity and passion to help our clients, colleagues, and the global community live richer lives. We are a nationally recognized wealth management firm with a strong talent focus.
At Brighton Jones, we are passionate about building a team of people with diverse backgrounds, ideas, and experiences. Varied voices and perspectives make us stronger and we believe that individuality—your secret sauce!—allows us to be more successful as a group, raise the bar in all that we do, and enables us to better serve our clients and the global community.
Our strong cultural DNA is vital to who we are and the services we provide as a firm. Our MESI program (Mindfulness-based Social and Emotional Intelligence) empowers our employees, clients, and community to be present and act with intention and compassion. Through a growth mindset, we work to inspire, support, challenge, and motivate each other to be the best version of ourselves every day.
Brighton Jones provides a full spectrum of wealth management services under one roof, unified by a consistent and coherent vision. We know that a multi-disciplinary approach, one that treats individual services as an i...ntegrated whole, provides clients with tremendous value.
An apt analogy is that of the corporate chief financial officer, whose role is to ensure the financial health of a company. They ask the tough questions and make recommendations that enable the company to succeed over the long term. It was our mission to play a similar role in our clients’ lives—that of a Personal CFO.
We advise our clients on all facets of their financial picture, mindful of how each piece fits together. This team approach keeps our interests aligned with those of our clients. The benefits of this approach go beyond the bottom line. Our clients no longer need to play the intermediary in conversations with multiple advisors, most of whom have different priorities, philosophies, and incentives.
Clients enjoy peace of mind knowing that our recommendations are based on achieving specific goals outlined in their plan and aligned with their values.