Lead Advisor - New Market - Newport Beach at Brighton Jones

Newport Beach, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Financial ServicesIndustries

Requirements

CFP® Certification (Required)
Demonstrated passion for helping others, supporting clients and their goals
Comfortable working collaboratively in a team-based environment
Commitment to exceeding client expectations

Responsibilities

Act as a Personal CFO for existing and new clients (Client Relationship Management)
Develop and implement personalized wealth management plans (“Life Plans”) aligned with clients' passions and purpose
Deliver a high-quality client experience
Utilize internal and external resources to support client needs
Contribute to the expansion of Brighton Jones into new markets (Nashville)

Skills

Key technologies and capabilities for this role

CFPWealth ManagementFinancial PlanningClient Relationship ManagementPersonal CFOLife PlanningAsset Management

Questions & Answers

Common questions about this position

What is the salary for the Lead Advisor position?

This information is not specified in the job description.

Is this role remote or hybrid, and where is it located?

The position is hybrid and based in Nashville, TN.

What are the key requirements for this role?

The role requires CFP® Certification, a passion for helping others, comfort working in a team-based environment, and a commitment to exceeding client expectations.

What is the company culture like at Brighton Jones?

Brighton Jones emphasizes a culture of collaboration, continuous growth, and community impact, with core values including Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community.

How can I make my application stand out for this position?

Complete the Values in Action Self-Assessment to demonstrate alignment with the company's values, and highlight your CFP® certification, passion for helping others, and experience in collaborative team environments.

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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