Advisor
US$150,000 – US$350,000 / yr base salary
Posted 14 May 2026
Advertised as “Lead Advisor - New Market - Austin”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 6+ yrs
- Management level
- People management
- Employment
- On-Site
- Contract
- Full-time
- Visa sponsorship
- Not offered
| Base salary | US$150,000 – US$350,000 / yr |
|---|
CertificationsCFP®, Certified Public Accountant, Cfa, JD
Study levelBachelor's
CertificationsSeries 65
Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. 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. 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 Values in Action Self-Assessment 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
- 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) within 120 days of employment.