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Jobs · Business Development · Florida

Lead Advisor - New Market - Ft. Lauderdale

Brighton Jones · Fort Lauderdale, FL · 2 wk ago
On-siteBusiness Development$150k–$350k/yrFull-time

About the role

We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Ft. Lauderdale.

Responsibilities

  • Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”
  • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning
  • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor
  • Proactively develops and expands relationships within the community
  • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team
  • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.
  • Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service

Requirements

Candidates must have a four-year degree
Required professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment.
6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm
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
Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities

Qualifications

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.

Skills

Strong interpersonal and communication skills
Ability to build and maintain strong client relationships
Strong analytical and problem-solving skills
Ability to work independently and as part of a team
Strong attention to detail and organizational skills

Benefits

Compensation: Pay: $150K - $350K+ (base salary + variable compensation based on revenue growth)
Profit share: Additional opportunities for discretionary year-end profit sharing
Equity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest
Ownership & Financial Wellbeing: Fully paid medical, dental, and vision coverage for employees
401(k) with 100% match up to 3% of annual compensation
Equity ownership opportunities for every employee
New Business Incentive Program
Generous employee referral bonus
Cell phone data reimbursement
Financial planning services discount for employees and immediate family members

Pay

$150K - $350K+

Schedule

Full-time, and exempt position

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