Lead Advisor - New Market - Newport Beach

Job title: Lead Advisor - New Market - Newport Beach in Newport Beach, CA at Brighton Jones

Company: Brighton Jones

Job description: At Brighton Jones, we're not just looking for high performers-we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it.Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic.At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values-Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community-drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives.We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.Join our #OneTeam of 300+ passionate individuals who bring a "How can I help?" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives.Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Nashville.Here's where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we're ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.Take our to see how our values align!Your Role:

• 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.

What Will Set You Apart:

• Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation


• 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.


• This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.

Compensation:

• Annual Compensation: $150,000 - $200,000 base per year DOE + a variable component based on new business market growth. Lead Advisors are also offered the opportunity for ownership.

• Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.

Our CompanyAt Brighton Jones, we're building a future for wealth management that's about more than managing wealth. Our #OneTeam is united by a shared commitment to our mission, vision, and values. We believe that when you thrive, we thrive, which is why we've created an environment where every team member can genuinely love their work and feel supported by colleagues.Diversity enriches our lives and our work. We're committed to fostering an inclusive culture where all members of the Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential. This commitment is woven throughout our business and shapes how we hire, empower our teammates, create learning opportunities, and support our communities.At Brighton Jones, you'll have the freedom to be yourself and the support to be your best. If you're excited about redefining wealth management and making a positive impact, we want to meet you. We offer you competitive compensation, excellent (and unique!) benefits, and rewarding career opportunities-including a path to ownership for every teammate.In your application, tell us why you're eager to join our growing #OneTeam and how this opportunity aligns with your career objectives and personal values.What to Expect in the Hiring Process1. Values in Action Self-Assessment - At Brighton Jones we don't just talk about our values, we live by them! We've operationalized our values into observable behaviors and part of the application process includes completing a brief self-assessment on our Values in Action.2. Initial Interview - This 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company.3. Role Alignment - Next you'll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences.4. Full Loop - You'll meet the team in two, back-to-back interviews with team members you're likely to work with. During these conversations, we'll be listening to examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position.5. Personal Reference Calls - In this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing.6. What's Next - Interviewing is time-consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we'll let you know our decision as quickly as we can. If this role isn't a good fit, we invite you to stay connected and apply again.Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Expected salary: $150000 - 200000 per year

Location: Newport Beach, CA

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