Lead Advisor - New Market - St. Louis

Brighton Jones is seeking a Lead Advisor to join their team in St. Louis, MO. The role involves leading client relationships, designing and implementing wealth management plans, and communicating the company's unique value proposition to prospective clients.

Requirements

• Four-year degree
• Required professional designation: CFP, CPA, CFA, or JD
• 6+ years in financial and/or estate planning related work
• Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
• Unquestioned commitment to integrity
• Highly motivated with ability to function well in a fast-paced environment
• Self-starter by nature
• Excellent organizational, leadership, communication and presentation skills

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
• Minimum 3 weeks PTO starting Day 1
• Winter Break, Summer Friday flex-days, and 10 paid holidays
• Unlimited Volunteer Time Off plus company grant matching
• Heavily subsidized transit
• 100% reimbursement for required training, certifications, licensing, and dues
• Personal career development plans
• Richer Life Business Partner (coaching for all employees)
• Mindful Emotional & Social Intelligence training
• Annual professional & personal wellbeing stipend
• Quarterly team-building events
• Regular social events
• Employee-led book clubs, committees, and affinity groups
• Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
• Adoption benefits
• Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years