Lead Advisor - New Market - Newport Beach
Brighton JonesCalifornia, United States
Posted May 2, 2025
150000 - 200000 USD year
Full Time
About the Company
Brighton Jones aligns personal values with financial planning to guide clients towards a fulfilling, richer life.
Job Description
Brighton Jones is looking for a Lead Advisor to join their team in Newport Beach, CA. The role involves serving clients, leading a local service team, and representing the company at public speaking events. The ideal candidate has a CFP certification, 6+ years of experience in financial and/or estate planning, and a strong commitment to integrity.
Requirements
- CERTIFIED FINANCIAL PLANNERTM (CFP) designation
- 6+ years in financial and/or estate planning related work
- 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
Benefits
- health care benefits (medical/dental/vision)
- retirement benefits
- paid time off (PTO)
- holiday flex-days
- summer flex-days
- company-paid holidays
- parental leave
- transportation benefits
- unlimited volunteer time off
- professional, and personal wellbeing stipend
- other fringe benefits