OpenPlan - Lead Advisor

Responsibilities

• Work directly with clients to help them design, implement and manage the financial plan that supports their “Life Plan”
• Oversee assigned clients and conduct regular dialogue via email and video conference to discuss the client’s investment objectives, goals, needs, and expectations
• Educate and consult with clients on creating an investment philosophy, understanding market/portfolio performance, and other financial matters
• Communicate understanding of global financial markets, current events, and topical issues and how they relate to the client’s investment strategy relative to Brighton Jones’ investment philosophy and approach
• Organize and input client data into the CRM (Salesforce) and financial planning software (eMoney); manage data accuracy and integrity and keep records current
• Generate referrals from existing clients and on your own
• Drive the sales process with prospective clients to support ongoing growth, including making referrals to the Personal CFO team for clients with increased wealth complexity
• Support the Brighton Jones mission by using objectivity, creativity, and passion to help clients, colleagues, and community members “live richer lives”
• Provide teammates with timely, candid, and constructive performance feedback
• Assist with ad-hoc projects around client support or team support

Qualifications

• 4+ years of direct client advising experience
• Undergraduate degree and CERTIFIED FINANCIAL PLANNER™ (CFP®) designation required
• High level of technical expertise in estate planning, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
• Familiarity and experience with executive compensation packages (including RSUs, ISOs, NSOs, ESOPs, ESPP plans, etc) and experience assisting clients with identifying planning strategies and execution methods
• Familiarity with eMoney and Salesforce CRM (or similar software programs)
• Strong organizational skills, ability to manage heavy workloads and projects, many on a time-sensitive basis, efficiently and effectively
• Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job
• Unquestioned commitment to integrity in personal and professional activities
• Highly motivated to learn and grow and with the ability to thrive in a fast-paced environment independently
• Excellent oral and written communications skills, able to interact with clients and project a professional, capable image in action and appearance
• This is a full-time/exempt status position
• This position can work remotely but will report to teams based in Scottsdale and Seattle
• All new hires must be fully vaccinated against COVID-19 and show proof of vaccination by date of hire. Brighton Jones is compliant with religious and medical exemptions and will provide reasonable accommodation if the exemption is approved