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

Compensation Overview

$150k - $200kAnnually

+ Variable component based on new business market growth + Opportunity for ownership

Senior, Expert

Los Angeles, CA, USA

The job is onsite in the Los Angeles area.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Public Speaking
Risk Management

You match the following Brighton Jones's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Candidates must have a four-year degree and the CFP® designation
  • 6+ years in financial planning related work with 2+ years as lead on client relationships. Preferably at a professional financial services company or wealth management firm.
  • Experience in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
  • Self-starter by nature - experience and a track record of generating opportunities, filling the pipeline and then closing clients
  • Highly motivated with ability to function well in a fast-paced environment. Has a history of setting and achieving goals
  • Unquestioned commitment to integrity in personal and professional activities
Responsibilities
  • Acts as a Personal CFO for existing and new clients; leads and develops client relationships, delivers an exceptional experience, and designs, implements, and manages the financial plan that supports client’s passions and purpose.
  • Cultivates and develops deep relationships with custodial partner retail branches to drive new client referrals.
  • Communicates our unique value proposition to prospective clients with the goal of establishing Brighton Jones as their trusted financial advisor.
  • Proactively develops and is involved in the community, with the goal of deepening relationships and building the Brighton Jones brand.
  • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning.
  • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.
  • Will be responsible for building a longer term service team that will help to support client retention, remarkable client service and new market growth.
Desired Qualifications
  • Preferably at a professional financial services company or wealth management firm

Brighton Jones provides wealth management services by acting as a Personal CFO for individuals and families. They offer comprehensive financial planning and management, helping clients align their financial resources with their personal values and life goals. Their services include investment management, retirement planning, tax strategies, and estate planning, tailored to a diverse clientele ranging from those with less than $500,000 to over $10,000,000 in assets. Unlike many competitors, Brighton Jones emphasizes a holistic approach that considers both financial and emotional well-being, going beyond traditional fiduciary advice. Their goal is to help clients thrive by creating integrated financial plans that support their overall life objectives.

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 ESG investing aligns with Brighton Jones' value-based financial planning.
  • Expansion of family office services caters to wealthy families seeking comprehensive management.
  • Rising interest in tax-efficient strategies benefits high-net-worth clients optimizing portfolios.

What critics are saying

  • Increased competition from robo-advisors offering low-cost, automated investment services.
  • DIY investment platforms may reduce demand for traditional advisory services.
  • Potential regulatory changes in fiduciary standards could impact Brighton Jones' business model.

What makes Brighton Jones unique

  • Brighton Jones acts as a Personal CFO, offering comprehensive financial planning services.
  • The firm emphasizes a holistic approach, integrating personal values with financial goals.
  • They serve a diverse clientele, from under $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 $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 $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 $511,000 in Procore Technologies, Inc. (NYSE:PCOR)

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