Remote-Ready Lead Wealth Advisor for New Market

Brighton Jones; Salt Lake City (UT); 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

Paid parental leave

Generous employee referral bonus

Equity ownership opportunities

Job summary

Brighton Jones is seeking Lead Advisors in Salt Lake City, Utah, to join a client-focused team. This role requires a CFP® certification and at least 6 years of experience in financial or estate planning. You will act as a Personal CFO, managing client relationships and delivering exceptional service. Compensation includes a base salary of $150K – $350K+, profit sharing, and generous employee benefits such as medical coverage, equity ownership opportunities, and paid parental leave.

Qualifications

• 6+ years in financial and/or estate planning related work.
• Expertise in estate, tax, retirement, insurance, investment planning.
• Unquestioned commitment to personal integrity.

Responsibilities

• Acts as a Personal CFO for existing and new clients.
• Communicates our unique value proposition to prospective clients.
• Leads a local service team to ensure high client retention.

Skills

Financial planning

Client relationship management

Investment management

Communication skills

Team collaboration

Education

Four-year degree

CFP®, CPA, CFA, or JD

Job description

Brighton Jones is seeking Lead Advisors in Salt Lake City, Utah, to join a client-focused team. This role requires a CFP® certification and at least 6 years of experience in financial or estate planning. You will act as a Personal CFO, managing client relationships and delivering exceptional service. Compensation includes a base salary of $150K – $350K+, profit sharing, and generous employee benefits such as medical coverage, equity ownership opportunities, and paid parental leave.