Lead Advisor for New Markets - Remote Growth Leader

Brighton Jones; Austin (TX); Remote; USD 150,000 - 350,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

401(k) with 100% match up to 3%

Paid parental leave

Generous PTO and volunteer time off

Annual professional & personal wellbeing stipend

Job summary

Brighton Jones is seeking Lead Advisors in Austin, Texas, dedicated to helping clients through tailored financial solutions. The role emphasizes relationship management, leading local service teams, and providing wealth management plans. Applicants must hold a four-year degree and CFP® designation, and have 6+ years in financial services. Comprehensive compensation includes a competitive salary, profit sharing, and generous perks. This role may initially be remote as the company expands into new markets.

Qualifications

• Minimum 6 years in financial and/or estate planning related work.
• Must obtain the Series 65 within 120 days if lacking CFP®.
• Expertise in estate, tax, retirement, investment planning.

Responsibilities

• Acts as a Personal CFO for existing and new clients.
• Leverages resources to achieve client objectives.
• Communicates unique value proposition to prospective clients.
• Develops relationships within the community.
• Leads a local service team for client retention.

Skills

Client relationship management

Financial planning

Communication skills

Leadership

Organizational skills

Education

Four-year degree

CFP®, CPA, CFA, or JD

Job description

Brighton Jones is seeking Lead Advisors in Austin, Texas, dedicated to helping clients through tailored financial solutions. The role emphasizes relationship management, leading local service teams, and providing wealth management plans. Applicants must hold a four-year degree and CFP® designation, and have 6+ years in financial services. Comprehensive compensation includes a competitive salary, profit sharing, and generous perks. This role may initially be remote as the company expands into new markets.