Lead Advisor

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🌵 Arizona, California, +7 more states – Remote

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

💵 $100k - $140k / year

⏰ Full Time

🟠 Senior

👻 Ghost score 0%

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Brighton Jones

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

💳 Fintech

Finance • Fintech

Brighton Jones is a financial services firm dedicated to helping clients live richer lives by aligning their wealth with their values, passions, and purposes. They offer a comprehensive suite of services including investments, tax strategies and compliance, trusts and estates, philanthropy, risk management, financial planning, and retirement plan services. Their approach focuses not just on protecting and growing wealth, but also on enhancing overall happiness and fulfillment for their clients.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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