Senior Family Wealth Advisor
Brighton JonesWealth Management company
Seattle, United States$130K - $300KSenior
Sales & Account Management
About the role
TL;DR
Leads client relationships and wealth management plans.
- •Acts as a Personal CFO for clients, leading relationships and designing wealth management plans.
- •Key Responsibilities Leads client relationships and wealth management plans.
- •Leverages resources for client objectives in various planning areas.
- •Communicates value proposition to prospective clients.
- •Develops relationships with centers of influence.
- •Represents the company at public events.
- •Requirements CERTIFIED FINANCIAL PLANNER (CFP) or CERTIFIED PUBLIC ACCOUNTING (CPA) designation. 6+ years in financial and/or estate planning.
- •Expertise in estate, tax, retirement, insurance, investment, and cash flow planning.
- •Commitment to integrity and high motivation.
- •Excellent organizational, leadership, communication, and presentation skills.
Required skills
Risk ManagementPresentation SkillsBusiness Development
Nice-to-have skills
FP&A
Domain expertise
fintech
Benefits & perks
Variable Compensation, Profit Sharing, Restricted Equity Units, Partnership Opportunity, Medical, Dental, Vision Coverage, 401(k) with Match, Equity Ownership, New Business Incentive, Employee Referral Bonus, Cell Phone Reimbursement, Financial Planning Services Discount, PTO, Winter Break, Summer Fridays, Paid Holidays, Volunteer Time Off, Subsidized Transit, Training Reimbursement, Career Development Plans, Coaching, Emotional & Social Intelligence Training, Wellbeing Stipend, Team-building Events, Social Events, Employee-led Groups, Paid Parental Leave, Adoption Benefits, Anniversary Celebrations
