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