Lead Advisor - New Market - Raleigh - Durham, NC

Remote; San Francisco (CA); Remoto; USD 150.000 - 260.000; Tempo pieno

Descrizione del lavoro

Brighton Jones is expanding to new markets and seeking a Lead Advisor to act as a Personal CFO for clients, delivering comprehensive wealth plans and exceptional service. The role leverages our centralized client experience and collaborative teams to help clients align wealth with their passions and purpose.

Candidates will have a CFP designation and 6+ years in financial planning, with expertise across estate, tax, retirement, and risk management.

Competenze

• CFP designation or equivalent
• 6+ years in financial/estate planning
• Strong knowledge of estate, tax, retirement, insurance and cash flow planning
• Excellent integrity and professional ethics
• Ability to manage multiple deadlines in a fast-paced environment

Mansioni

• Act as a Personal CFO for clients, leads client relationships and designs/executes Life Plans
• Coordinate with Investment Management, Estate, Tax, Risk and General Planning teams to meet objectives
• Communicate Brighton Jones value proposition to prospective clients as their trusted advisor
• Develop and expand relationships within local communities and with custodial branches
• Represent Brighton Jones at public and community events and provide top-tier client service

Conoscenze

Client relationships

Financial planning

Leadership

Communication

Time management

Formazione

Four-year degree

Descrizione del lavoro

Ready to make a meaningful impact?

At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.

We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.

Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Raleigh - Durham, NC.

Here’s where you come in: 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!

Your Role:

• Acts as a Personal CFO for existing clients (where applicable) 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

• Proactively develops and expands relationships within the community

• 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.

What Will Set You Apart:

• 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 part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.

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 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. 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.

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. 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.