Full-Time

Lead Advisor

New Market

Confirmed live in the last 24 hours

Brighton Jones

Brighton Jones

201-500 employees

Wealth management and financial planning services

No salary listed

Senior, Expert

Atlanta, GA, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Public Speaking
Requirements
  • Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
  • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm
  • 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, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.
Responsibilities
  • Acts as a Personal CFO for existing clients (where applicable) 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, Estate Planning, Tax Planning, Risk Management, and General Planning
  • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor
  • Proactively develops and expands relationships within the community
  • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team
  • 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.

Brighton Jones provides wealth management services by acting as a Personal CFO for individuals and families. Their approach involves comprehensive financial planning that aligns clients' financial resources with their personal values and life goals. They cater to a diverse range of clients, from those with less than $500,000 in assets to those with over $10,000,000, including savvy investors and families focused on financial education for their children. Brighton Jones differentiates itself from competitors by emphasizing a holistic approach that considers both financial and emotional well-being, going beyond traditional fiduciary advice. Their services include investment management, retirement planning, tax strategies, and estate planning, with fees based on assets under management or fixed service charges. The company's goal is to help clients thrive by providing a comprehensive financial plan that integrates all aspects of their financial lives.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Seattle, Washington

Founded

1999

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for retirement planning due to aging population boosts service relevance.
  • Increased interest in philanthropic strategies aligns with rising charitable donations.
  • Complex tax regulations drive demand for expert tax planning services.

What critics are saying

  • Robo-advisors offer low-cost alternatives, attracting tech-savvy clients.
  • DIY investment platforms may reduce demand for traditional advisory services.
  • Potential regulatory changes in fiduciary standards could impact business model.

What makes Brighton Jones unique

  • Acts as a Personal CFO, offering comprehensive financial planning services.
  • Emphasizes a holistic approach, integrating personal and emotional well-being in financial advice.
  • Serves a diverse clientele, from $500,000 to over $10,000,000 in assets.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Vacation

Paid Holidays

Parental Leave

Commuter Benefits

Wellness Program

Company News

ETF Daily News
Jan 27th, 2025
Brighton Jones LLC Makes New $392,000 Investment in ACV Auctions Inc. (NASDAQ:ACVA)

Brighton Jones LLC makes new $392,000 investment in ACV Auctions Inc. (NASDAQ:ACVA).

ETF Daily News
Jan 27th, 2025
Brighton Jones LLC Makes New $435,000 Investment in Service Co. International (NYSE:SCI)

Brighton Jones LLC makes new $435,000 investment in Service Co.

ETF Daily News
Jan 27th, 2025
Brighton Jones LLC Invests $417,000 in Pinnacle West Capital Co. (NYSE:PNW)

Brighton Jones LLC invests $417,000 in Pinnacle West Capital Co. (NYSE:PNW).

ETF Daily News
Jan 27th, 2025
Brighton Jones LLC Invests $408,000 in Expedia Group, Inc. (NASDAQ:EXPE)

Brighton Jones LLC invests $408,000 in Expedia Group, Inc. (NASDAQ:EXPE).

ETF Daily News
Jan 27th, 2025
Brighton Jones LLC Invests $511,000 in Procore Technologies, Inc. (NYSE:PCOR)

Brighton Jones LLC invests $511,000 in Procore Technologies, Inc. (NYSE:PCOR).