Brighton Jones

Lead Advisor - Seattle

Seattle, WA · Exec · Full-time

No sponsorship$120k-$300kDetected 1590 days ago

Business DevelopmentTaxLeadershipCommunicationCollaborationMentoringPublic Speaking

About the role

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.
Assist with development and presentation of training programs including coaching of team members on financial planning strategies.

Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities
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.
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.

In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy.
Candidates must have a four-year degree
Required professional designation: CFP®, CPA, CFA, or JD.
Highly motivated with ability to function well in a fast-paced environment.

Annual Compensation: $120,000 - $300,000 per year + variable compensation structure based upon a percentage of net revenues from self-generated closed client business.
401(k) with 100% match up to 3% of annual compensation
New Client Business Incentive Program
Financial planning services discount for employees and immediate family members
Time & Flexibility
Winter Break, Summer Friday flex-days, and 10 paid holidays

Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.
Eligible for Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.
Fully paid medical, dental, and vision coverage for employees
Equity ownership opportunities for every employee
Ownership & Financial Wellbeing

6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.
This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.
We are a work from office culture with a lot of flexibility.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste.

Please note, we are unable to provide visa sponsorship for the position offered.
Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

This listing is sourced directly from Brighton Jones's careers page and normalized into a canonical job model.