Full-Time

Lead Advisor

Scottsdale

Posted on 6/27/2024

Brighton Jones

Brighton Jones

201-500 employees

Wealth management and financial planning services

No salary listed

Senior, Expert

Scottsdale, AZ, USA

Requires onsite presence in Scottsdale.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Communications
Public Speaking
Mergers & Acquisitions (M&A)
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 relationships with centers of influence
  • Represent the company at public speaking events
  • Lead a local service team for high client satisfaction
  • Support business development and new client acquisition
  • Provide performance feedback and develop team members
  • Assist in training programs and coaching team members

Brighton Jones provides wealth management services by acting as a Personal CFO for individuals and families. Their approach includes comprehensive financial planning and management, helping clients align their financial resources with personal values and life goals. They cater to a diverse range of clients, from those with less than $500,000 in assets to those with over $10,000,000, including savvy investors and families focused on financial education for their children. Brighton Jones differentiates itself from competitors by emphasizing a holistic approach that considers both financial and emotional well-being, going beyond traditional fiduciary advice. Their goal is to help clients thrive by offering tailored financial strategies that integrate all aspects of their financial lives.

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

  • Increased demand for ESG investing aligns with Brighton Jones' holistic approach.
  • The aging population boosts demand for retirement planning services offered by Brighton Jones.
  • The trend towards fee-based advisory services supports Brighton Jones' business model.

What critics are saying

  • Robo-advisors pose a threat by offering low-cost, automated investment services.
  • DIY investment platforms may reduce demand for traditional advisory services.
  • Potential regulatory changes could increase compliance costs for Brighton Jones.

What makes Brighton Jones unique

  • Brighton Jones acts as a Personal CFO, offering comprehensive financial planning services.
  • They provide a holistic approach, integrating personal values with financial goals.
  • Their client-centric model serves a diverse clientele, from small to large asset holders.

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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 $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 $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 $511,000 in Procore Technologies, Inc. (NYSE:PCOR)

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

INACTIVE