Posted 4 months ago

Lead Advisor - New Market - Minneapolis

MinneapolisRemoteFull-time

AI Summary

Lead Advisor in a new market who acts as a Personal CFO, owning client relationships and delivering wealth management plans.

About this role

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. We're currently looking to expand to St. Louis.

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.

6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm

Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis

Unquestioned commitment to integrity in personal and professional activities

Highly motivated with ability to function well in a fast-paced environment

Self-starter by nature

Excellent organizational, leadership, communication and presentation skills

Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.

This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.