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Brighton Jones · 1 day ago

Lead Advisor - New Market - Cleveland

Cleveland, OH

Full-time

Hybrid

Senior Level

$150K/yr - $200K/yr

6+ years exp

Brighton Jones is a purpose-driven, client-focused financial services firm seeking Lead Advisors to expand their reach into new markets, specifically Cleveland. The role involves acting as a Personal CFO for clients, managing their wealth management plans, and fostering community relationships to enhance client experiences.

Financial Services

Growth Opportunities

No H1B

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

CFP®CPACFAJDFinancial PlanningEstate PlanningTax PlanningInvestment ManagementLeadershipCommunicationPresentation SkillsOrganizational Skills

Required

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