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Full-Time

Lead Advisor

New Market, Chicago

Confirmed live in the last 24 hours

Brighton Jones

Brighton Jones

51-200 employees

Offers personalized wealth management services

Consulting

Senior, Expert

Chicago, IL, USA

Category
Asset Management
Financial Planning and Analysis (FP&A)
Insurance
Finance & Banking
Required Skills
Communications
Public Speaking
Requirements
  • Four-year degree
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
  • 6+ years in financial and/or estate planning related work
  • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
  • Unquestioned commitment to integrity
  • Highly motivated with ability to function well in a fast-paced environment
  • Excellent organizational, leadership, communication, and presentation skills
Responsibilities
  • Act as a Personal CFO for existing and new clients
  • Lead client relationships and deliver exceptional experiences
  • 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 Brighton Jones at public speaking events
  • Lead a local service team for high client retention and satisfaction

Brighton Jones offers personalized wealth management services that integrate comprehensive planning and investment expertise, grounded in Nobel Prize-winning research, to align individuals' financial resources with their values.

Company Stage

N/A

Total Funding

N/A

Headquarters

Seattle, Washington

Founded

1999

Growth & Insights
Headcount

6 month growth

1%

1 year growth

-1%

2 year growth

8%