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About the Role

As a Lead Advisor, you will act as a Personal CFO for clients, leading relationships, delivering exceptional experiences, and managing wealth plans that support their passions and purpose. You will leverage internal and external resources to achieve client objectives and communicate Brighton Jones' unique value proposition to prospective clients.

Responsibilities

Acts as a Personal CFO for existing clients and new clients, leading the client relationship, delivering an exceptional experience, and designing, implementing and managing the wealth management plan.
Leverages internal and external resources to achieve client objectives in investment management, estate planning, tax planning, risk management, and general planning.
Communicates the 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 and industry events.
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.
Unable to provide visa sponsorship for the position offered.

Skills

Leadership
Communication
Presentation skills
Organizational skills

Location

Remote

Work Type

Full-time
Exempt
Work-from-office culture with flexibility

Experience Level

6+ years

Education Level

Four-year degree
CFP®
CPA
CFA
JD
Series 65 (or equivalent)

Salary/Compensations

$150K – $350K+ (base salary + variable compensation based on revenue growth)
Profit share
Equity

Benefits

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
Minimum 3 weeks PTO starting Day 1
Winter Break
Summer Friday flex-days
10 paid holidays
Unlimited Volunteer Time Off plus company grant matching
Heavily subsidized transit
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
Quarterly team-building events
Regular social events
Employee-led book clubs, committees, and affinity groups
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

About the Company

Brighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives.
As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community.
Recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive.
With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential.
We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.
Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive.
We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.
To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.

Equal Opportunity

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste.
In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.