LEAD ADVISOR - NEW MARKET - AUSTIN
Austin, TXClient Service /Full-time /On-site
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.
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
[https://protect-us.mimecast.com/s/egL1C2koPxUwnWrt1UK6U?domain=brightonjones.com]
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.
COMPENSATION:
Pay: $150K – $350K+ (base salary + variable compensation based on revenue
growth)
Profit share: Additional opportunities for discretionary year-end profit
sharing
Equity: Restricted Equity Units granted at hire, and an expedited opportunity
to convert to Partner status at vest
Ownership & Financial Wellbeing
Fully paid medical, dental, and vision coverage for employees
401(k) with 100% match up to 3% of annual compensation
Equity ownership opportunities for every employee
New Business Incentive Program
Generous employee referral bonus
Cell phone data reimbursement
Financial planning services discount for employees and immediate family
members
Time & Flexibility
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
Growth & Development
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
Connection & Community
Quarterly team-building events
Regular social events
Employee-led book clubs, committees, and affinity groups
Family & Milestones
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