Advisor

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.    Brighton Jones is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients. In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy.  A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives. Our Lead Advisors 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 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.
• Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities
• 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.
• Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients.
• Support Brighton Jones’ mission by using objectivity, creativity and passion to help our clients, colleagues and community members “live richer lives”.