Brighton Jones

Financial Services

LeadAdvisor-NewMarket

$165–235k ~AI est. Charlotte, North Carolina, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Lead candidates.

The Brief

“Lead Advisor - New Market at Brighton Jones. Skills: Wealth management, Financial planning, Client relationship management. Act as Personal CFO. Manage client relationships”

Industry & Context.

Financial Services

What They're Looking For.

Must Have

Four-year degree, CFP®, CPA, CFA, or JD, Series 65 (or equivalent) within 120 days, 6+ years in financial and/or estate planning

Nice to Have

CFP® designation

What You'll Do.

Manage client relationships

Deliver exceptional client experience

Design wealth management plan

Implement wealth management plan

Manage wealth management plan

Leverage internal resources

Leverage external resources

Achieve client objectives

Communicate value proposition

Establish Brighton Jones as trusted advisor

Develop relationships within community

Cultivate relationships with custodial branches

Create opportunities at public speaking events

Represent Brighton Jones at events

Lead local service team

Ensure client retention

Ensure client satisfaction

How You'll Work.

Team & Collaboration

Team-based environment; Local service team; National team

Communication Scope

Presentation skills

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 Tampa Bay.    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 prospective

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