Lead Advisor - New Market - Minneapolis

Your Role:

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.

What Will Set You Apart:

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.

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:

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

Time & Flexibility

Minimum 3 weeks PTO starting Day 1

Winter Break, Summer Friday flex-days, and 10 paid holidays

Unlimited Volunteer Time Off plus company grant matching

Heavily subsidized transit

Growth & Development

100% reimbursement for required training, certifications, licensing, and dues

Personal career development plans

Richer Life Business Partner (coaching for all employees)

Mindful Emotional & Social Intelligence training

Annual professional & personal wellbeing stipend

Connection & Community

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)

Adoption benefits

Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years