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About the Role

Brighton Jones is expanding to new markets and seeking Lead Advisors with CFP® designation and a passion for helping clients. This role involves embodying the company culture, serving clients, and leveraging centralized support teams to help clients, colleagues, and the global community live a richer life.

Responsibilities

Acts as a Personal CFO for existing and new clients, leading the client relationship, delivering an exceptional experience, 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 establishes 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 and industry events.
Leads a local service team with deep collaboration to ensure high client retention and satisfaction with a 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, and interact with a tight-knit team of professionals.

Skills

Leadership
Communication
Presentation skills
Organizational skills

Location

Austin, TX

Work Type

Full-time
On-site
Remote (initially, until office space is secured)
Work-from-office culture with flexibility

Experience Level

6+ years

Education Level

Four-year degree
CFP®
CPA
CFA
JD

Salary/Compensations

$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

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, and 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, Brighton Jones has built a culture of continuous growth, collaboration, and community.
Recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, and national honors for community impact.
Leads the industry in aligning wealth, passion, and purpose to help clients thrive.
Over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach.
Growing fast and looking for driven, curious individuals to join their #OneTeam.