Lead Advisor - Seattle

Join Brighton Jones, the largest RIA in the Pacific Northwest, as a Lead Advisor to provide exceptional service to clients and contribute to the company's mission to make the world a better place. The role involves leading client relationships, designing and implementing wealth management plans, and collaborating with internal and external resources to achieve client objectives.

Requirements

• Four-year degree
• CERTIFIED FINANCIAL PLANNER™ (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