Lead Advisor - Market

Your Role:

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.

• Candidates must have a four-year degree
• Required professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment.
• 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.
• This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a “work‑from‑office” culture with a lot of flexibility. This is a full‑time, exempt position.

• Pay
  : $150K – $350K+ (base salary + variable compensation based on revenue growth)
• Profit share
  :
  Additional opportunities for discretionary year‑end profit sharing
• Equity
  :
  Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest

• Fully paid medical, dental, and vision coverage for employees
• 401(k) with 100% match up to 3% of annual compensation
• Equity ownership opportunities for every employee
• New Business Incentive Program
• Generous employee referral bonus
• Cell phone data reimbursement
• Financial planning services discount for employees and immediate family members

• Minimum 3 weeks PTO starting Day 1
• Winter Break, Summer Friday flex‑days, and 10 paid holidays
• Unlimited Volunteer Time Off plus company grant matching
• Heavily subsidized transit

• 100% reimbursement for required training, certifications, licensing, and dues
• Personal career development plans
• Richer Life Business Partner (coaching for all employees)
• Mindful Emotional & Social Intelligence training
• Annual professional & personal wellbeing stipend

• Quarterly team‑building events
• Regular social events
• Employee‑led book clubs, committees, and affinity groups

• Paid Parental leave (13 weeks for birthing parent and 6 weeks for non‑birthing parent)
• Adoption benefits
• Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

Visa Sponsorship
:
Please note, we are unable to provide visa sponsorship…