OpenPlan - Lead Advisor

Your Role:

• Work directly with clients to help them design, implement and manage the financial plan that supports their “Life Plan”
• Oversee assigned clients and conduct regular dialogue via email and video conference to discuss the client’s investment objectives, goals, needs, and expectations
• Educate and consult with clients on creating an investment philosophy, understanding market/portfolio performance, and other financial matters
• Be able to communicate your understanding of global financial markets as well as current events and other topical issues and how they relate to the client’s investment strategy relative to Brighton Jones’ investment philosophy and approach
• Organize and input client data into the CRM (Salesforce) and financial planning software (eMoney); manage data accuracy and integrity and keep records current
• Generate referrals from existing clients and on your own
• Drive the sales process with prospective clients to support ongoing growth, including making referrals to the Personal CFO team for clients with increased wealth complexity
• Support the Brighton Jones mission by using objectivity, creativity, and passion to help our clients, colleagues, and community members “live richer lives”
• Provide teammates with timely, candid, and constructive performance feedback
• Assist with ad-hoc projects around client support or team support

Your Experience:

• 4+ years of direct client advising experience
• Undergraduate degree and CERTIFIED FINANCIAL PLANNER™ (CFP®) designation required
• High level of technical expertise in estate planning, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
• Familiarity and experience with executive compensation packages (including RSUs, ISOs, NSOs, ESOPs, ESPP plans, etc) and experience assisting clients with identifying planning strategies and execution methods
• Familiarity with eMoney and Salesforce CRM (or similar software programs)
• Strong organizational skills, ability to manage heavy workloads and projects, many on a time-sensitive basis, efficiently and effectively
• Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job
• Unquestioned commitment to integrity in personal and professional activities
• Highly motivated to learn and grow and with the ability to thrive in a fast-paced environment independently
• Excellent oral and written communications skills, able to interact with clients and project a professional, capable image in action and appearance
• This is a full-time/exempt status position
• This position can work remotely but will report to teams based in Scottsdale and Seattle
• All new hires must be fully vaccinated against COVID-19 and show proof of vaccination by date of hire. Brighton Jones is compliant with religious and medical exemptions and will provide reasonable accommodation if the exemption is approved

Compensation:

• Pay:$100-$140k+ (base salary + variable compensation based on revenue growth) 
• Variable Compensation: Eligible for discretionary year-end profit sharing, 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