Lead Advisor - New Market - Philadelphia

Brighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives. We're looking for a Lead Advisor to join our team and help us expand to new markets.

Requirements

• CFP® or equivalent certification
• 4+ years of experience in financial and/or estate planning
• Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
• Unquestioned commitment to integrity
• Excellent organizational, leadership, communication and presentation skills
• Ability to manage heavy workloads and projects

Benefits

• Fully paid medical, dental, and vision coverage
• 401(k) with 100% match up to 3% of annual compensation
• Equity ownership opportunities
• Generous PTO
• Flexible work arrangements
• Financial planning services discount
• Unlimited Volunteer Time Off
• Professional development opportunities
• Quarterly team-building events
• Paid Parental leave
• Adoption benefits
• Anniversary milestone celebrations