Lead Advisor - New Market - Minneapolis

About the role

At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. We're a leading RIA with over $30 billion in assets under advisement, 300+ teammates nationwide, and a culture of continuous growth, collaboration, and community.

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

• 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

• Passion for helping others
• Naturally curious
• Comfortable working in a team-based environment
• Committed to exceeding client expectations

Skills

• Exceptional client relationship management
• Strong financial planning and wealth management expertise
• Effective communication and presentation skills
• Ability to work independently and as part of a team

Benefits

• Comprehensive health, dental, and vision coverage
• Robust 401(k) with a 100% match up to 3% of annual compensation
• Profit share opportunities
• Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest
• 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
• Full paid parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
• Adoption benefits
• Annual professional & personal wellbeing stipend
• Quarterly team-building events
• Regular social events
• Employee-led book clubs, committees, and affinity groups
• Family & Milestones
• Paid Parental Leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
• Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years
• Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered.

Pay

$150K - $350K+ (base salary + variable compensation based on revenue growth)

Schedule

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.