Lead Advisor - New Market - Minneapolis

Brighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives. We're looking for a Lead Advisor with a passion for helping clients and a strong track record in financial and estate planning. As a Lead Advisor, you'll work with clients to create a personalized wealth management plan that aligns with their passions and purpose. You'll be part of a collaborative team that values growth, community, and integrity.

Requirements

• CFP
• 4-year degree
• 6+ years in financial and/or estate planning related work
• Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis

Benefits

• Fully paid medical, dental, and vision coverage
• 401(k) with 100% match up to 3% of annual compensation
• Equity ownership opportunities
• New Business Incentive Program
• Generous employee referral bonus
• Cell phone data reimbursement
• Financial planning services discount for employees and immediate family members