Lead Advisor
New Market, Morristown
Posted on 3/22/2024
Brighton Jones

51-200 employees

Personalized wealth management for fulfilling lifestyles.
Company Overview
Brighton Jones stands out as a company that prioritizes aligning individual values with financial goals, offering a unique approach to wealth management that goes beyond mere financial stability to encompass overall happiness. Their dynamic financial planning adapts to changing situations, ensuring a tailored and evolving strategy for each client. This focus on personal fulfillment and adaptability sets them apart in the industry, making them a compelling choice for those seeking a holistic approach to wealth management.
Consulting

Company Stage

N/A

Total Funding

N/A

Founded

1999

Headquarters

Seattle, Washington

Growth & Insights
Headcount

6 month growth

-3%

1 year growth

4%

2 year growth

44%
Locations
Remote in USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
Public Speaking
CategoriesNew
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • CFP\u00ae designation
  • 6+ years of financial and/or estate planning experience
  • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
  • Commitment to integrity
  • Self-motivation
  • Excellent organizational, leadership, communication, and presentation skills
Responsibilities
  • Act as a Personal CFO for existing and new clients
  • Deliver an exceptional client experience
  • Design, implement, and manage wealth management plans
  • Communicate value proposition to prospective clients
  • Develop and expand relationships within the community
  • Cultivate relationships with custodial retail branches
  • Represent company at public speaking events
  • Lead a local service team