Lead Advisor - New Market - Detroit at Brighton Jones

Detroit, Michigan, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Four-year degree
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, as well as interacting with tight-knit team of professionals with a range of financial and tax activities

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

Skills

Key technologies and capabilities for this role

CFPWealth ManagementInvestment ManagementEstate PlanningTax PlanningRisk ManagementFinancial PlanningClient Relationship Management

Questions & Answers

Common questions about this position

What certifications are required for the Lead Advisor role?

Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

What experience is needed for this position?

The role requires 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.

Is this a remote position or does it require being in Detroit?

This information is not specified in the job description.

What is the company culture like at Brighton Jones?

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

What skills set candidates apart for this Lead Advisor role?

Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis, along with a passion for helping clients, curiosity, team collaboration, and commitment to exceeding expectations.

What is the salary or compensation for this position?

This information is not specified in the job description.

What does the team structure look like for this role?

The Lead Advisor leads a local service team with deep collaboration to ensure client retention and satisfaction.

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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