Are you hungry for more than just a career move? Wondering if it’s possible for work-life to be an extension of your own personal and professional passion? Brighton Jones’ unique and inclusive culture enables you to discover your potential and pursue your definition of a richer life.
Brighton Jones, one of the country’s fastest growing wealth management firms, is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients. In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy. A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives.
Oversee assigned clients while also serving as the liaison between the client and the various resources Brighton Jones offers
Conduct regular dialogue via phone, email, video conference, and face-to-face meetings to discuss the client’s investment objectives, goals, needs, expectations, performance, and portfolio structures
Work directly with clients to help them design, implement and manage the wealth management plan that supports their “Life Plan”
Leverage internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Conduct or oversee research into complex investment, tax and estate planning issues
Educate and consult with clients on investment philosophy, performance, and other financial matters
Communicate your deep understanding of global financial markets as well as current events and other topical issues and how they relate to the client’s investment strategy relative to Brighton Jones’ investment philosophy and approach
Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities
Generate referrals from existing clients
Support Business Development team in new client acquisition through participation in the sales process
Support Brighton Jones’ mission by using objectivity, creativity and passion to help our clients, colleagues and community members “live richer lives”
Provide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth
Assist with development and presentation of training programs including coaching of team members on financial planning strategies
Candidates are required to have a four-year degree in finance or a related field
Additional certifications such as a CFP, JD, or CPA also required
5-7 years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm
High level of technical expertise in estate, tax, option, 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 with continued growth and development
Excellent oral and written communications skills, able to interact with clients and project a professional, capable image in action and appearance
Able to manage heavy workloads and projects, many on a time sensitive basis, as well as interacting with tight-knit team of firm professionals with a range of financial and tax activities
Genuine - our unquestioned commitment to integrity is demonstrated in all of our personal and professional activities
Focused – we work together to manage heavy workloads and time-sensitive projects - we thrive in a fast-paced environment that fosters continued growth and development
Approachable – we enjoy interacting with each other and our clients, always projecting a professional, friendly and capable image in everything we do
Invested – our commitment to our clients and each other means we are willing to maintain a flexible work schedule to address cyclical work periods
Driven - we possess good judgment, initiative and decision-making skills - able to anticipate problems, determine the appropriate level of response, and act accordingly
We are a nationally recognized wealth management firm that puts our clients first.
We eliminate the conflicts of interest in the financial industry by not selling products and sitting on the same side of the table as our clients. We invest in and value the relationships we have with our clients, colleagues and community members -it is our mission to help those that we work with live a richer l...ife.
To the right individual, we offer a very competitive compensation and benefits package for our industry. If you meet the above requirements, please apply online at the following link: http://www.brightonjones.com/careers/opportunities. Please include your cover letter and resume. In your cover letter, please describe your professional passions and ultimate career objectives.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.