Lead Advisor - Boston at Brighton Jones

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Four-year degree and 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

Responsibilities

Acts as a Personal CFO for existing clients 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
Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities
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
Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients
Support Brighton Jones’ mission by using objectivity, creativity and passion to help our clients, colleagues and community members “live richer lives”
Provide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth
Assist with development and presentation of training programs including coaching of team members on financial planning strategies

Skills

Key technologies and capabilities for this role

Wealth ManagementInvestment ManagementEstate PlanningTax PlanningRisk ManagementClient Relationship ManagementFinancial Planning

Questions & Answers

Common questions about this position

What is the work arrangement or location for the Lead Advisor role?

The role is based in Boston and involves joining the Boston team.

What does the company culture at Brighton Jones look like?

Brighton Jones has a purpose-driven, client-focused culture emphasizing continuous growth, collaboration, community, and a dynamic team-based approach, with 15 consecutive 'Best Places to Work' awards.

What are the key responsibilities of a Lead Advisor?

The role involves acting as a Personal CFO for clients, leading client relationships, designing wealth management plans, leveraging resources for investment, estate, tax, and risk management, building relationships with centers of influence, and leading a local service team.

What salary or compensation is offered for this position?

This information is not specified in the job description.

What makes a strong candidate for the Lead Advisor position?

Driven, curious individuals who embody the company's culture, excel in client relationships, collaborate deeply with teams, and demonstrate objectivity, creativity, and passion to help clients live richer lives.

Brighton Jones

Wealth management and financial planning services

About Brighton Jones

Brighton Jones provides wealth management services by acting as a Personal CFO for individuals and families. Their approach includes comprehensive financial planning and management, helping clients align their financial resources with their personal values and life goals. They serve a diverse range of clients, from those with less than $500,000 in assets to those with over $10,000,000, including savvy investors and families focused on financial education. Brighton Jones differentiates itself from competitors by emphasizing a holistic approach that considers both financial and emotional well-being, going beyond traditional fiduciary advice. Their goal is to help clients thrive by offering tailored financial strategies that integrate all aspects of their financial lives.

Seattle, WashingtonHeadquarters

1999Year Founded

VENTURE_UNKNOWNCompany Stage

Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Vacation

Paid Holidays

Parental Leave

Commuter Benefits

Wellness Program

Risks

Robo-advisors' low-cost services may attract Brighton Jones' tech-savvy clients.

DIY financial planning tools could reduce demand for traditional advisory services.

Investments in volatile sectors expose Brighton Jones to significant market risks.

Differentiation

Brighton Jones acts as a Personal CFO, offering comprehensive financial planning services.

They emphasize a holistic approach, integrating personal values with financial goals.

Their client-centric model serves a diverse clientele, from small investors to high-net-worth individuals.

Upsides

Growing demand for ESG investing aligns with Brighton Jones' holistic approach.

Aging population increases demand for retirement planning, benefiting Brighton Jones' services.

AI integration in wealth management enhances personalized client experiences, a strength for Brighton Jones.

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