Lead Advisor
New Market, Chicago
Posted on 2/28/2024
INACTIVE
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.
Consulting

Company Stage

N/A

Total Funding

N/A

Founded

1999

Headquarters

Seattle, Washington

Growth & Insights
Headcount

6 month growth

-4%

1 year growth

4%

2 year growth

12%
Locations
Chicago, IL, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
Public Speaking
CategoriesNew
Sales & Account Management
Requirements
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
  • Four-year degree
  • 6+ years in financial and/or estate planning related work
  • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
  • Commitment to integrity in personal and professional activities
Responsibilities
  • Acts as a Personal CFO for existing clients and new clients
  • Leads the client relationship and delivers an exceptional experience
  • Designs, implements and manages the wealth management plan that supports clients' passions and purpose
  • Communicates the unique value proposition to prospective clients
  • Develops and expands relationships within the community
  • Represents the company at public speaking events
  • Leads a local service team with deep collaboration to ensure client retention and satisfaction
Desired Qualifications
  • Self-starter by nature
  • Excellent organizational, leadership, communication and presentation skills
  • Able to manage heavy workloads and projects in a fast-paced environment
  • Experience in a professional financial services company or wealth management firm