Lead Advisor

Brighton Jones

. Work directly with clients to design, implement, and manage financial plans supporting their “Life Plan” .

Posted 9/24/2026full-timeRemote • United StatesSenior💰 $100,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, including estate planning, tax, retirement, and investment strategies, while effectively managing client relationships and utilizing CRM tools. Strong communication and organizational skills are essential for supporting clients' financial goals and driving business growth.

Highest-signal resume keywords

CERTIFIED FINANCIAL PLANNER™ (CFP®)Client Advising ExperienceEstate Planning ExpertiseSalesforce CRM ProficiencyInvestment Strategy Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningEstate PlanningTax PlanningRetirement PlanningInvestment AnalysisCash Flow PlanningExecutive Compensation PackagesMicrosoft Office SuiteRightCapitalData Management

Soft Skills

Excellent Communication SkillsStrong Organizational SkillsIntegrityMotivation to LearnAbility to Work Independently

Tools & Technologies

Salesforce CRMRightCapitalMicrosoft WordMicrosoft ExcelWindows

Certifications & Qualifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Industry Keywords

Investment ObjectivesClient Relationship ManagementFinancial MarketsWealth ManagementReferral Generation

About the role

Key responsibilities & impact

Work directly with clients to design, implement, and manage financial plans supporting their “Life Plan”
Oversee assigned clients and conduct regular dialogue via email and video conference regarding investment objectives, goals, needs, and expectations
Educate and consult with clients on investment philosophy, market and portfolio performance, and other financial matters
Communicate understanding of global financial markets, current events, and topical issues and relate them to client investment strategies and Brighton Jones’ investment philosophy
Organize and input client data into Salesforce CRM and RightCapital; maintain data accuracy, integrity, and current records
Generate referrals from existing clients and independently
Drive the sales process with prospective clients to support ongoing growth
Refer clients with increased wealth complexity to the Personal CFO team
Support Brighton Jones’ mission by using objectivity, creativity, and passion to help clients, colleagues, and community members “live richer lives”
Provide teammates with timely, candid, and constructive performance feedback
Assist with ad-hoc client-support and team-support projects

Requirements

What you’ll need

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, and ESPP plans
Experience assisting clients with identifying planning strategies and execution methods
Familiarity with RightCapital and Salesforce CRM or similar software programs
Strong organizational skills and ability to manage heavy workloads and time-sensitive projects efficiently and effectively
Proficiency in Microsoft Office Suite products, including Word, Excel, and Windows, required
Unquestioned commitment to integrity in personal and professional activities
Highly motivated to learn and grow and able to thrive independently in a fast-paced environment
Excellent oral and written communication skills and ability to interact with clients professionally
Full-time/exempt status position
Fully remote role, though in-office time is highly encouraged
Unable to provide visa sponsorship; applicants requiring employment visa sponsorship now or in the future cannot be hired

Benefits

Comp & perks

Variable Compensation: Eligible for discretionary year-end profit sharing
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