Full-Time

Lead Advisor

New Market, Stamford

Updated on 5/17/2024

Brighton Jones

Brighton Jones

51-200 employees

Offers personalized wealth management services

Consulting

Senior

Stamford, CT, USA

Required Skills
Communications
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 clients and new clients
  • Lead the client relationship and deliver an exceptional experience
  • Design, implement, and manage the wealth management plan that supports clients' passions and purpose
  • Leverage internal and external resources to achieve client objectives in various areas
  • Communicate the unique value proposition to prospective clients
  • Develop and expand relationships within the community
  • Cultivate deep relationships with custodial retail branches
  • Lead a local service team to ensure 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

6%

2 year growth

31%