Lead Advisor
New Market, Nashville
Confirmed live in the last 24 hours
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.

Company Stage


Total Funding





Seattle, Washington

Growth & Insights

6 month growth


1 year growth


2 year growth

Nashville, TN, USA
Experience Level
Desired Skills
Public Speaking
Sales & Account Management
  • 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
  • This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position
  • 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