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

Financial Services

Senior, Expert

Atlanta, GA, USA

Position requires onsite presence in Atlanta.

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 includes comprehensive financial planning and management, helping clients align their financial resources with their personal values and life goals. They serve 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. 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 goal is to help clients thrive by offering tailored financial strategies that integrate all aspects of their financial lives.

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 ESG investing aligns with Brighton Jones' holistic approach.
  • Aging population increases demand for retirement planning, benefiting Brighton Jones' services.
  • AI integration in wealth management enhances personalized client experiences, a strength for Brighton Jones.

What critics are saying

  • Robo-advisors' low-cost services may attract Brighton Jones' tech-savvy clients.
  • DIY financial planning tools could reduce demand for traditional advisory services.
  • Investments in volatile sectors expose Brighton Jones to significant market risks.

What makes Brighton Jones unique

  • Brighton Jones acts as a Personal CFO, offering comprehensive financial planning services.
  • They emphasize a holistic approach, integrating personal values with financial goals.
  • Their client-centric model serves a diverse clientele, from small investors to high-net-worth individuals.

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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