Lead Advisor, Wealth Management
WealthsimpleSalary not specified
Full Time
Expert & Leadership (9+ years)
Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Wealth ManagementIndustries
Requirements
- Extensive client contact and ability to direct internal and external resources to accomplish client objectives
- Embodiment of company culture (Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, Community)
- Ability to act as a Personal CFO, lead client relationships, deliver exceptional experiences, and design/implement/manage comprehensive wealth management plans ("Life Plan")
- Expertise in leveraging resources for Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning
- Skills in communicating value proposition to prospective clients and establishing trust as a financial advisor
- Ability to develop/expand relationships with centers of influence (e.g., attorneys, CPAs) for business opportunities
- Capability to cultivate relationships with custodial retail branches in collaboration with national team
- Proficiency in creating opportunities and representing the firm at public speaking events (community, industry events)
- Leadership of a local service team with focus on client retention, satisfaction, and remarkable service
- Support for business development in client acquisition, sales process participation, and generating referrals
- Alignment with mission to help clients, colleagues, and community "live richer lives" using objectivity, creativity, and passion
Responsibilities
- Act as Personal CFO for existing and new clients; lead relationships, deliver exceptional experiences, and design/implement/manage wealth management plans supporting clients' "Life Plan"
- Leverage internal/external resources to achieve client objectives in Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning
- Communicate unique value proposition to prospective clients and establish Brighton Jones as trusted advisor
- Develop and expand relationships with centers of influence (attorneys, CPAs) for additional business
- Cultivate deep relationships with custodial retail branches in collaboration with national team
- Create opportunities and represent Brighton Jones at public speaking events (community, industry, etc.)
- Lead local service team to ensure high client retention/satisfaction with relentless focus on remarkable service
- Support Business Development in new client acquisition via sales process participation and referral generation from existing clients
- Support company mission by using objectivity, creativity, and passion to help clients, colleagues, and community live richer lives
Skills
Wealth Management
Financial Planning
Investment Advisory
Client Relationship Management
Portfolio Management
Financial Advisory
Client Service
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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