INACTIVE
Full-Time
Lead Advisor
Personalized wealth management for fulfilling lifestyles.
Consulting
Senior
Washington, DC, USA
Required Skills
Sales
Communications
Management
Public Speaking
Mergers & Acquisitions (M&A)
Requirements
- Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
- 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm
- Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
- Unquestioned commitment to integrity in personal and professional activities
- Highly motivated with ability to function well in a fast-paced environment
- Self-starter by nature
- Excellent organizational, leadership, communication and presentation skills
- Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities
- This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility
Responsibilities
- Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”
- Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning
- Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor
- Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities
- Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team
- Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc
- Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service
- Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients
- Support Brighton Jones' mission by using objectivity, creativity and passion to help our clients, colleagues and community members “live richer lives”
- Provide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth
- Assist with development and presentation of training programs including coaching of team members on financial planning strategies
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.
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
↑ 51%INACTIVE