Lead Advisor

🕒 6 dias atrás

🌵 Arizona, California, +7 estados a mais – Remoto

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🍂 Massachusetts – Remote ❄️ Minnesota – Remote 🤠 Texas – Remote ☕ Washington – Remote

💵 $100.000 - $140.000 / ano

⏰ Tempo Integral

🟠 Sênior

👻 Score fantasma 0%

O que significa: quão provável esta vaga está aberta sem contratação ativa.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

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Brighton Jones

SiteLinkedInTodas as Vagas

201 - 500 funcionários

💸 Finanças

💳 Fintech

Finance • Fintech

A Brighton Jones é uma empresa de serviços financeiros dedicada a ajudar seus clientes a viver uma vida mais plena, alinhando seu patrimônio aos seus valores, paixões e propósitos. A empresa oferece um conjunto abrangente de serviços, incluindo investimentos, estratégias e conformidade tributária, trusts e planejamento sucessório, filantropia, gestão de riscos, planejamento financeiro e serviços para planos de aposentadoria. Sua abordagem se concentra não apenas em proteger e aumentar o patrimônio, mas também em promover a felicidade e a realização pessoal de seus clientes.

Descrição

• Work directly with clients to design, implement, and manage financial plans supporting their “Life Plan” • Oversee assigned clients and conduct regular dialogue via email and video conference regarding investment objectives, goals, needs, and expectations • Educate and consult with clients on investment philosophy, market and portfolio performance, and other financial matters • Communicate understanding of global financial markets, current events, and topical issues and relate them to client investment strategies and Brighton Jones’ investment philosophy • Organize and input client data into Salesforce CRM and RightCapital; maintain data accuracy, integrity, and current records • Generate referrals from existing clients and independently • Drive the sales process with prospective clients to support ongoing growth • Refer clients with increased wealth complexity to the Personal CFO team • Support Brighton Jones’ mission by using objectivity, creativity, and passion to help clients, colleagues, and community members “live richer lives” • Provide teammates with timely, candid, and constructive performance feedback • Assist with ad-hoc client-support and team-support projects

🎯 Requisitos

• 4+ years of direct client advising experience • Undergraduate degree and CERTIFIED FINANCIAL PLANNER™ (CFP®) designation required • High level of technical expertise in estate planning, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis • Familiarity and experience with executive compensation packages, including RSUs, ISOs, NSOs, ESOPs, and ESPP plans • Experience assisting clients with identifying planning strategies and execution methods • Familiarity with RightCapital and Salesforce CRM or similar software programs • Strong organizational skills and ability to manage heavy workloads and time-sensitive projects efficiently and effectively • Proficiency in Microsoft Office Suite products, including Word, Excel, and Windows, required • Unquestioned commitment to integrity in personal and professional activities • Highly motivated to learn and grow and able to thrive independently in a fast-paced environment • Excellent oral and written communication skills and ability to interact with clients professionally • Full-time/exempt status position • Fully remote role, though in-office time is highly encouraged • Unable to provide visa sponsorship; applicants requiring employment visa sponsorship now or in the future cannot be hired

🏖️ Benefícios

• Variable Compensation: Eligible for discretionary year-end profit sharing • Fully paid medical, dental, and vision coverage for employees • 401(k) with 100% match up to 3% of annual compensation • Equity ownership opportunities for every employee • New Business Incentive Program • Generous employee referral bonus • Cell phone data reimbursement • Financial planning services discount for employees and immediate family members • Minimum 3 weeks PTO starting Day 1 • Winter Break, Summer Friday flex-days, and 10 paid holidays • Unlimited Volunteer Time Off plus company grant matching • Heavily subsidized transit • 100% reimbursement for required training, certifications, licensing, and dues • Personal career development plans • Richer Life Business Partner (coaching for all employees) • Mindful Emotional & Social Intelligence training • Annual professional & personal wellbeing stipend • Quarterly team-building events • Regular social events • Employee-led book clubs, committees, and affinity groups • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent) • Adoption benefits • Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years