Remote-Ready Lead Wealth Advisor for New Market

Brighton Jones; Minneapolis (MN); On-site; 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%

Equity ownership opportunities

Generous employee referral bonus

Minimum 3 weeks PTO starting Day 1

Paid parental leave

Job summary

Brighton Jones is seeking a Lead Advisor in Minneapolis to manage client relationships and design wealth management plans. The role requires a CFP® and experience in financial planning, with responsibilities including strategic community engagement and leadership of service teams. This full-time position offers a competitive salary of $150K – $350K+, with extensive benefits including health insurance, retirement plans, and unlimited PTO. The position will be remote until office space is secured, promoting a work-from-office culture with flexibility.

Qualifications

• 6+ years in financial planning or estate planning, ideally in financial services.
• Expertise in investment, estate, tax, and retirement planning analysis.
• Ability to manage heavy workloads with time-sensitive projects.

Responsibilities

• Acts as a Personal CFO for clients and manages their wealth management plans.
• Leverages resources to meet client objectives in various financial areas.
• Develops relationships within the community and represents the firm at events.
• Leads a local service team to maintain high client satisfaction.

Skills

Team collaboration

Client relationship management

Financial planning expertise

Integrity in professional activities

Communication skills

Organizational skills

Education

Four-year degree

CFP®, CPA, CFA, or JD certification

Job description

Brighton Jones is seeking a Lead Advisor in Minneapolis to manage client relationships and design wealth management plans. The role requires a CFP® and experience in financial planning, with responsibilities including strategic community engagement and leadership of service teams. This full-time position offers a competitive salary of $150K – $350K+, with extensive benefits including health insurance, retirement plans, and unlimited PTO. The position will be remote until office space is secured, promoting a work-from-office culture with flexibility.