[Remote] reputed company Advisor - New Market - Raleigh - Durham, NC

Note: The job is a remote job and is open to candidates in USA. Brighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives. They are seeking a reputed company Advisor to manage client relationships, implement wealth management plans, and expand their reputed company into new markets. The role involves leveraging resources to reputed company client objectives and leading a local service team to ensure high client satisfaction.

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 reputed company 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 reputed company 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 reputed company focus on remarkable service

Skills

• 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) reputed company 120 days of employment
• 6+ years in financial and/or estate planning reputed company 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 reputed company 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-reputed company team of professionals with a range of financial and tax activities

Benefits

• 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
• 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 reputed company-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 reputed company 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

Company Overview