Responsibilities
- 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.
Benefits
- Fully paid medical, dental, and vision coverage for employees
- 401(k) with 100% match up to 3% of annual compensation
- Equity ownership opportunities for every employee
- New Business Incentive Program
- Generous employee referral bonus
- Cell phone data reimbursement
- Financial planning services discount for employees and immediate family members
- Minimum 3 weeks PTO starting Day 1
- Winter Break, Summer Friday flex-days, and 10 paid holidays
- Unlimited Volunteer Time Off plus company grant matching
- Heavily subsidized transit
- 100% reimbursement for required training, certifications, licensing, and dues
- Personal career development plans
- Richer Life Business Partner (coaching for all employees)
- Mindful Emotional & Social Intelligence training
- Annual professional & personal wellbeing stipend
- Quarterly team-building events
- Regular social events
- Employee-led book clubs, committees, and affinity groups
- Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
- Adoption benefits
- Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years
Work Arrangement
Hybrid
Team
Team size: 300+ teammates nationwide. Structure: team-based approach
Additional Information
- 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.
- 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.
