SeniorFamilyWealthAdvisor

## Description Ready to make a meaningful impact?   At Brighton Jones, we’re a purpose-drive, 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.    Take our Values in Action Self-Assessment to see how our values align!  ## Your Role Acts as a Personal CFO for existing clients 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, Cash Flow Planning, Multigenerational Estate Planning, Tax Planning, Risk Management, and Philanthropic Planning. Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor. Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.. Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service. Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients. Support Bright