Apply on Employer Site

Brighton Jones · 11 hours ago

Lead Advisor - New Market - Nashville

Nashville, TN

Full-time

Hybrid

Senior Level

6+ years exp

Brighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives. They are seeking a Lead Advisor to manage client relationships and deliver exceptional wealth management services as they expand into new markets, specifically Nashville.

Financial Services

Growth Opportunities

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

Qualification

Certified Financial PlannerFinancial PlanningInvestment ManagementEstate PlanningTax PlanningRisk ManagementCommunication SkillsLeadership SkillsOrganizational SkillsPresentation SkillsSelf-starterIntegrity

Required

Candidates must have a four-year degree and hold one of the following credentials: Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD)

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