Lead Advisor
Brighton JonesWealth Management company
Seattle, United States$120K - $300KLead
Sales & Account Management
About the role
TL;DR
Lead Advisor to manage client wealth and provide personalized financial planning.
- •Brighton Jones is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients.
- •Key Responsibilities Acts as a Personal CFO for existing clients 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.
- •Requirements Candidates must have a four-year degree Required professional designation: CFP®, CPA, CFA, or JD.
- •Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment. 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.
Required skills
Financial ModelingFP&ARisk Management
Nice-to-have skills
Business DevelopmentSalesAccount ManagementCustomer ServicePresentation SkillsMentoringCoaching
Domain expertise
fintech
Benefits & perks
Restricted Equity Units, 401(k) with match, Equity ownership, New Client Business Incentive Program, Employee referral bonus, Cell phone data reimbursement, Financial planning services discount, Paid Parental leave, Adoption benefits, Anniversary milestone celebrations
