OpenPlan - Lead Advisor (Remote)

Are you hungry for more than just a career move? Wondering if it’s possible for work-life to be an extension of your own personal and professional passion? Our unique and inclusive culture enables you to discover your potential and pursue your definition of a richer life.
Brighton Jones, one of the country’s fastest-growing wealth management firms, is looking for a talented Lead Advisor to join our OpenPlan team and provide an immediate impact for our clients.
OpenPlan is an advisory service created by Brighton Jones to serve young professionals who are likely to benefit from the holistic wealth management services offered by Brighton Jones at a later stage in life. OpenPlan does not require portfolio minimums or other barriers to engage with an advisor. We treat our clients like real people, not formulas. Our advisors take the time to understand the unique goals and challenges of each client and work with them to create and regularly update their Foundational Plan.
In this critical role, you have the primary responsibility for client relationships and will work closely with each client to establish their comprehensive plan and strategy. The ideal candidate is passionate about helping others, thrives in a fast-paced environment, loves to learn and be challenged, and is willing to roll up their sleeves and do what it takes to ensure clients have a remarkable experience.

Employment type
Full-time

Work arrangement
No