Brighton Jones

Financial Services

LeadAdvisor-NewMarket

$150–350k Austin, Texas, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Lead Advisor - New Market at Brighton Jones. Skills: Personal CFO, Wealth Management Plan Design, Client Relationship Management, Financial Planning Analysis. Acts as a Personal CFO for existing clients and new leads. Manages the client relationship”

What You'll Achieve.

Client retention and satisfaction is high; Revenue growth (variable compensation based on)

Industry & Context.

Financial Services
Eligibility Requirements

No visa sponsorship

What They're Looking For.

Must Have

Four-year degree, CFP®, CPA, CFA, or JD, Series 65 (or equivalent) within 120 days of employment (if not holding CFP®), 6+ years in financial and/or estate planning related work, Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis, Unquestioned commitment to integrity

Nice to Have

CFP® designation

What You'll Do.

Acts as a Personal CFO for existing clients and new leads

Manages the client relationship

Delivers an exceptional client experience

implements and manages the wealth management plan

Leverages internal and external resources to achieve client objectives

Communicates unique value proposition to prospective clients

Establishes Brighton Jones as their trusted financial advisor

Proactively develops and expands relationships within the community

Cultivates and develops deep relationships with custodial retail branches

Creates opportunities and represents Brighton Jones at public speaking events

Leads a local service team with deep collaboration

Ensures client retention and satisfaction is high

How You'll Work.

Team & Collaboration

Works in a team-based environment; Leads a local service team with deep collaboration; Collaborates with national team; Interacts with tight-knit team of professionals

Communication Scope

Presentation skills; Communicates unique value proposition to prospective clients

Process & Methodology

Manage heavy workloads and projects, Manage projects on a time-sensitive basis

Full Job Description

## Description Ready to make a meaningful impact?   At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.   We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.    Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Raleigh - Durham, NC.    Here’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.     Take our Values in Action Self-Assessment to see how our values align!  ## Your Role Acts as a Personal CFO for existing clients (where applicable) 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 p

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