Lead Advisor - Boston
Brighton JonesBoston, Massachusetts, United States
Posted September 26, 2025
130000 - 300000 USD year
Full Time
About the Company
Brighton Jones is a comprehensive wealth management firm that specializes in aligning clients' financial goals with their personal values. Offering a range of services including investments, tax strategies, trusts, philanthropy, risk management, and retirement planning, Brighton Jones aims to help individuals achieve financial peace of mind while pursuing a life filled with purpose and happiness.
Job Description
Brighton Jones is seeking a Lead Advisor to provide exceptional client service and strategic wealth management assistance. This role involves building relationships with clients, managing their investment strategies, and collaborating with the full-service team. The company fosters a strong culture of continuous growth, collaboration, and community, and values a hands-on approach to delivering results.
Requirements
- 4-year degree
- CertIFIED FINANCIAL PLANNERTM (CFP®) designation
- 6+ years of experience in financial/estate planning
- Expertise in estate, tax, retirement, insurance, investment, and cash flow planning
- Excellent organizational, communication and presentation skills
- Ability to work in a fast-paced environment
Benefits
- health care benefits
- retirement benefits
- paid time off
- summer flex days
- company-paid holidays
- parental leave
- transportation benefits
- professional and personal wellbeing stipend
- other fringe benefits