Brighton Jones
Financial Services
LeadAdvisorNewMarket
“Lead Advisor - New Market at Brighton Jones. Skills: Client Relationship Management, Wealth Management Plan Design and Implementation, Financial Planning Expertise. Acts as a Personal CFO for existing clients and new leads. Manages the client relationship”
What You'll Achieve.
Exceeding client expectations; Client retention and satisfaction is high; Revenue growth (variable compensation based on)
Industry & Context.
No visa sponsorship
What They're Looking For.
Must Have
Four-year degree, CFP®, CPA, CFA, JD, Series 65 (or equivalent) within 120 days of employment (if CPA, CFA, or JD), 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 in personal and professional activities, Highly motivated with ability to function well in a fast-paced environment, Self-starter by nature, Excellent organizational, leadership, communication and presentation skills, Able to manage heavy workloads and projects, many on a time-sensitive basis, Interacting with tight-knit team of professionals with a range of financial and tax activities
Nice to Have
Experience preferably at a professional financial services company or wealth management firm
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; Deep collaboration with local service team; Collaboration with national team; Collaboration with centralized client experience, marketing, business development and operations teams
Communication Scope
Excellent communication and presentation skills; Communicates our unique value proposition to prospective clients
Process & Methodology
Manage heavy workloads and projects, many on a time-sensitive basis
Applying for this Lead Advisor - New Market role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Lever
- Lever uses a streamlined one-page form — apply in under 5 minutes.
- LinkedIn import works well; review parsed data before submitting.
- The cover letter field is optional but visible to reviewers — use it to differentiate.
- Referral codes from employees can significantly boost visibility of your application.
ANONYMOUS · UNFILTERED
What do employees actually say about Brighton Jones?
Real rants from real employees. Read before you apply.