Brighton Jones

Lead Advisor - New Market - Philadelphia

Philadelphia, PA · Exec · Full-time

No sponsorship$150k-$350kDetected 121 days ago

Business DevelopmentTaxLeadershipCommunicationCollaborationPublic 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
Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment.

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.

Visa Sponsorship: 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.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential.
We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.
To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices.

Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.
Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive.

as part of our mission to help clients, colleagues, and the global community live a richer life, we're ready to extend our reach to new markets.
We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
Take our Values in Action Self-Assessment to see how our values align!
6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm
This role is part of an emerging market and will be considered remote until an office space is secured.

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.