OpenPlan - Lead Advisor

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.  At Brighton Jones, we like to win. For us winning means continuous improvement - as individuals, as teams, and as a company. Everyone at Brighton Jones commits to developing the skills of curiosity, open-mindedness, vulnerability, empathy, and compassion in order to respond more thoughtfully to life and to create a culture of continuous improvement. Our Mindfulness-based Emotional and Social Intelligence (MESI) gives us a foundation of practices and a shared language to develop these skills. When we master these skills we not only win, we Live a Richer Life.   Our Team Personality is: •  Genuine: Our unquestioned commitment to integrity is reflected in all our personal and professional activities.   •  Focused: We work together to manage heavy workloads and time-sensitive projects. We thrive in a fast-paced environment that fosters continued growth and development.   •  Approachable: We enjoy interacting with each other and our clients, always projecting a professional, friendly, and capable image in everything we do.   •  Invested: Our commitment to our clients and each other means that we are willing to maintain a flexible schedule to address cyclical work periods.   • Driven: We possess sound judgment, initiative, and decision-making skills. We anticipate problems, determine the appropriate level of response, and act accordingly.   Our Team Pillars are: •          Compassion •          Commitment •          Community •          Collaboration •          Continuous Growth •          Curiosity    Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.   Brighton Jones expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Brighton Jones’s employees to perform their job duties may result in discipline up to and including discharge.