[Remote] Lead 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 Lead Advisor to manage client relationships, implement wealth management plans, and expand their reach into new markets. The role involves leveraging resources to achieve client objectives and leading a local service team to ensure high client satisfaction.ResponsibilitiesActs 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 PlanningCommunicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisorProactively develops and expands relationships within the communityCultivates and develops deep relationships with custodial retail branches in collaboration with the national teamCreates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etcLeads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable serviceSkillsCandidates must have a four-year degreeRequired 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 employment6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firmExpertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysisUnquestioned commitment to integrity in personal and professional activitiesHighly motivated with ability to function well in a fast-paced environmentSelf-starter by natureExcellent organizational, leadership, communication and presentation skillsAble 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 activitiesBenefitsProfit share: Additional opportunities for discretionary year-end profit sharingEquity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vestFully paid medical, dental, and vision coverage for employees401(k) with 100% match up to 3% of annual compensationEquity ownership opportunities for every employeeNew Business Incentive ProgramGenerous employee referral bonusCell phone data reimbursementFinancial planning services discount for employees and immediate family membersMinimum 3 weeks PTO starting Day 1Winter Break, Summer Friday flex-days, and 10 paid holidaysUnlimited Volunteer Time Off plus company grant matchingHeavily subsidized transit100% reimbursement for required training, certifications, licensing, and duesPersonal career development plansRicher Life Business Partner (coaching for all employees)Mindful Emotional & Social Intelligence trainingAnnual professional & personal wellbeing stipendQuarterly team-building eventsRegular social eventsEmployee-led book clubs, committees, and affinity groupsPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)Adoption benefitsAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 yearsCompany OverviewBrighton Jones is an investment advisory and financial planning firm headquartered in Seattle. It was founded in 1999, and is headquartered in Seattle, Washington, USA, with a workforce of 201-500 employees. Its website is http://brightonjones.com.