Lead Advisor - New Market - Greater Los Angeles area

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Your Role:

• Acts as a Personal CFO for existing and new clients; leads and develops client relationships, delivers an exceptional experience, and designs, implements, and manages the financial plan that supports client’s passions and purpose.
• Cultivates and develops deep relationships with custodial partner retail branches to drive new client referrals.
• Communicates our unique value proposition to prospective clients with the goal of establishing Brighton Jones as their trusted financial advisor. 
• Proactively develops and is involved in the community, with the goal of deepening relationships and building the Brighton Jones brand.
• Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning.
• Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.
• Will be responsible for building a longer term service team that will help to support client retention, remarkable client service and new market growth. 

What Will Set You Apart:

• 6+ years in financial planning related work with 2+ years as lead on client relationships.  Preferably at a professional financial services company or wealth management firm.
• Self-starter by nature - experience and a track record of generating opportunities, filling the pipeline and then closing clients.
• Highly motivated with ability to function well in a fast-paced environment. Has a history of setting and achieving goals.
• Experience in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis 
• Candidates must have a four-year degree and the CFP® designation 
• Unquestioned commitment to integrity in personal and professional 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, and exempt position.

Compensation:

• Annual Compensation: $150,000 - $200,000 base per year DOE + a variable component based on new business market growth. Lead Advisors are also offered the opportunity for ownership.


• Benefits: Our benefits package includes, but is not limited to, 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, and other fringe benefits.