Lead Advisor

Lead Advisor

Minneapolis, MN

Brighton Jones, one of the country’s fastest growing wealth management firms, is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients.

Brighton Jones is a team that helps our clients, colleagues, and the global community live richer lives. That’s our mission, and why we do everything we do. We are a team that collaborates together to achieve our goals, as we support our clients in reaching theirs. Successful candidates for this role and all roles at Brighton Jones will bring a “how can I help?” attitude and a willingness to do whatever it takes to help our clients and colleagues succeed. We are looking for someone who wants to contribute to and celebrate the success of others, and be part of an organization that is a leader in the industry.

Brighton Jones is one of the nation’s fastest growing RIA’s headquartered in Seattle, Washington. Over the past 20 years our team-based approach, relentless focus in evolving our service model, and operational foundation has enabled us to grow 100% organically from a 2 person start up to a 180 person enterprise, helping over 2,000 families and advising on over $8B in assets. We continue our growth as we plan to expand into 30 new markets, grow to 2,000 team members strong, and serve 30,000 clients. Creating and maintaining an incredible culture is our secret sauce and our goal is to make sure each of our teammates loves working here, what they do, who they do it with, and who they do it for.

YOUR ROLE:

This position has primary responsibility for client relationships, and works closely with each client to establish their comprehensive wealth management strategy. A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives.

• Work directly with Brighton Jones clients to help them design, implement and manage the wealth management plan that supports their “Life Plan.”
• Leverage internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning.
• Conducts or oversees research into complex investment, tax and estate planning issues.
• Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth;
• Assist with development and presentation of training programs including coaching of team members on financial planning strategies.
• Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities.
• Communicate our value proposition to prospective clients and establish Brighton Jones as their trusted financial advisor.
• Generate referrals from existing clients.
• Support Business Development Officers in new client acquisition through participation in the sales process.

YOUR EXPERIENCE:

• Candidates are required to have a four-year degree in finance or a related field. Additional certifications such as a CFP, JD, or CPA also required.
• 5-7 years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.
• High level of technical expertise in estate, tax, option, 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 with continued growth and development.
• Excellent oral and written communications skills, able to interact with clients and project a professional, capable image in action and appearance.
• Able to manage heavy workloads and projects, many on a time sensitive basis, as well as interacting with tight-knit team of firm professionals with a range of financial and tax activities.

OUR CULTURE:

At Brighton Jones, we like to win. For us winning means continuous improvement - as individuals, as teams, and as a company. Everyone at Brighton Jones commits to developing the skills of curiosity, open-mindedness, vulnerability, empathy, and compassion in order to respond more thoughtfully to life and to create a culture of continuous improvement. Our Mindfulness-based Emotional and Social Intelligence (MESI) gives us a foundation of practices and a shared language to develop these skills. When we master these skills we not only win, we Live a Richer Life.

Our Team Personality is:

• Genuine: Our unquestioned commitment to integrity is reflected in all our personal and professional activities.
• Focused: We work together to manage heavy workloads and time-sensitive projects. We thrive in a fast-paced environment that fosters continued growth and development.
• Approachable: We enjoy interacting with each other and our clients, always projecting a professional, friendly, and capable image in everything we do.
• Invested: Our commitment to our clients and each other means that we are willing to maintain a flexible schedule to address cyclical work periods.
• Driven: We possess sound judgment, initiative, and decision-making skills. We anticipate problems, determine the appropriate level of response, and act accordingly.

Our Team Pillars are:

• Compassion
• Commitment
• Community
• Collaboration
• Continuous Growth
• Curiosity

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. 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.

Brighton Jones expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Brighton Jones’s employees to perform their job duties may result in discipline up to and including discharge.

OUR COMPANY

We are a nationally recognized wealth management firm that puts our clients first.

We eliminate the conflicts of interest in the financial industry by not selling products and sitting on the same side of the table as our clients. We invest in and value the relationships we have with our clients, colleagues and community members -it is our mission to help those that we work with live a richer life.

To the right individual, we offer a very competitive compensation and benefits package for our industry. If you meet the above requirements, please apply using the link below. 

Website: https://jobs.lever.co/brightonjones?location=Minneapolis%2C%20MN