Lead Advisor, Wealth Management
WealthsimpleFull Time
Expert & Leadership (9+ years)
Denver, Colorado, United States
Key technologies and capabilities for this role
Common questions about this position
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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.
The role suits driven, curious individuals who love working with numbers and want to help others live richer lives, with encouragement to take on challenges, embrace feedback, and thrive in a supportive environment.
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Interns gain hands-on client service experience through prep meetings, observing client interactions, mock presentations, special projects in areas like investments and tax planning, networking, departmental overviews, team outings, and community service.
Wealth management and financial planning services
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.