Lead Advisor

We’re always looking for talented Advisors to join our growing team. Do you have your CFP, a strong passion for client service, and can help clients understand why having a strong financial plan can help them live a richer life?  We’d love to hear from you! While we may not always have a Lead Advisor position open, it’s likely we’ll have an opportunity coming soon. Reach out to us today if a Personal CFO role at Brighton Jones might be a good fit for you. 

Are you hungry for more than just a career move? Wondering if it’s possible for work-life to be an extension of your own personal and professional passion? Brighton Jones’ unique and inclusive culture enables you to discover your potential and pursue your definition of a richer life.
Brighton Jones, one of the country’s fastest growing wealth management firms, is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients. In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy.  A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives.

Your Role

  • Oversee assigned clients while also serving as the liaison between the client and the various resources Brighton Jones offers
  • Conduct regular dialogue via phone, email, video conference, and face-to-face meetings to discuss the client’s investment objectives, goals, needs, expectations, performance, and portfolio structures
  • Work directly with clients to help them design, implement and manage the wealth management plan that supports their “Life Plan”
  • Leverage internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Conduct or oversee research into complex investment, tax and estate planning issues
  • Educate and consult with clients on investment philosophy, performance, and other financial matters 
  • Communicate your deep understanding of global financial markets as well as current events and other  topical issues and how they relate to the client’s investment strategy relative to  Brighton Jones’ investment philosophy and approach
  • Develop and expand relationships with centers of influence,  such as attorneys and CPAs, resulting in additional business opportunities
  • Generate referrals from existing clients
  • Support Business Development team in new client acquisition through participation in the sales process
  • Support Brighton Jones’ mission by using objectivity, creativity and passion to help our clients, colleagues and community members “live richer lives”
  • Provide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth
  • Assist with development and presentation of training programs including coaching of team members on financial planning strategies

Your Experience:

  • Candidates are required to have a four-year degree in finance or a related field 
  • CFP required
  • 5-7 years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm
  • High level of technical expertise in estate, tax, option, 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 with continued growth and development
  • Excellent oral and written communications skills, able to interact with clients and project a professional, capable image in action and appearance
  • Able to manage heavy workloads and projects, many on a time sensitive basis, as well as interacting with tight-knit team of firm professionals with a range of financial and tax activities

Our Culture:

As a group of individuals that love what we do and enjoy who we work with, we know that the genuine relationships we build with each other positively affect our clients and their experience of working with us. We’re intentional in cultivating a culture that is inclusive, collaborative, and celebrates individual initiative.     We are a nationally recognized wealth management firm. We eliminate the conflicts of interest in the financial industry by not selling products and sitting on the same side of the table as our clients.  

Genuine -  our unquestioned commitment to integrity is demonstrated in all of our personal and professional activities
Focused – we  work together  to manage heavy workloads and time-sensitive projects - we thrive  in a fast-paced environment that fosters continued growth and development
Approachable – we enjoy interacting with each other and our clients, always projecting  a professional, friendly and capable image in everything we do
Invested – our commitment to our clients and each other means we are willing  to maintain a flexible work schedule to address cyclical work periods
Driven -  we possess  good judgment, initiative and decision-making skills -  able to anticipate problems,  determine   the appropriate level of response, and act accordingly 

Our Company:

We are a nationally recognized wealth management firm that puts our clients first. We eliminate the conflicts of interest in the financial industry by not selling products and sitting on the same side of the table as our clients.   We invest in and value the relationships we have with our clients, colleagues and community members - it is our mission to help those that we work with live a richer life.
To the right individual, we offer a very competitive compensation and benefits package for our industry.  If you meet the above requirements, please apply online. Please  include your cover letter and resume.  In your cover letter, please describe your professional passions and ultimate career objectives.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Brighton Jones expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Brighton Jones employees to perform their job duties may result in discipline up to and including discharge.

Meet Some of Brighton Jones's Employees

Jackie P.

Lead Advisor

Jackie acts as a client’s main point person, ensuring each team has the tools required to execute on any situation as it arises.

Taylor M.

Tax Advisor

Taylor helps his clients grow and protect their wealth by serving as their personal tax advisor, with a focus on developing strategies and creative solutions based on a client's individual needs, goals, and values.

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