Lead Advisor - Portland

Portland
Client Service /
Full-time /
On-site

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Additional Information

  • Please upload your completed Values in Action Self-Assessment here. (See job description for the link to download and complete).
  • Please upload your cover letter here.
  • How did you hear about this job? (click all that apply)
  • If 'other', please explain
  • If referral, who can we thank?
  • Have you ever applied to this company?
  • If so, when, what location, and for what role?
  • Have you ever been employed by this company?
  • If so, when, what location, and for what role?
  • Desired Compensation Range
  • Please explain any gaps in your employment history in excess of one month to help us understand your professional transitions. Please also generally explain the reason for each professional transition you've made to date.
  • Have you ever been terminated or asked to resign from any job?
  • If you answered "yes" to any of the above questions, please explain the circumstances of each occasion.
  • I am not bound by any agreements that would limit my ability to work for Brighton Jones.
  • I have signed a non-competition, non-disclosure, or non-solicitation agreement that I am bound by now or for a predetermined amount of time in the future.
  • If true, please provide additional details via document upload.
  • Are you currently, or have you ever been licensed or registered in the securities industry?
  • Have you ever been disciplined by a regulatory authority, or had a license suspended, denied or revoked?
  • If yes, please explain:
  • Do you have any current or pending disclosures on your U4? If yes, please share details of those circumstances.
  • If yes, please explain:
  • Do you currently hold any professional designations or certifications (CFP, CFA, CRPC, ChFC, etc.)?
  • If yes, please explain:
  • Why this opportunity? Why Brighton Jones?
  • Please provide two professional references. (Include name, company, relationship, dates worked together and phone and email information. These will not be contacted without your approval and would occur later in the interview process).
  • In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment verification document form upon hire. Are you eligible to work in the United States for an unlimited time without restriction or sponsorship? *Yes/No
  • If no, would your ability to provide work authorization depend on employer sponsorship? Yes/No

U.S. Equal Employment Opportunity information   (Completion is voluntary and will not subject you to adverse treatment)

Our company values diversity. To ensure that we comply with reporting requirements and to learn more about how we can increase diversity in our candidate pool, we invite you to voluntarily provide demographic information in a confidential survey at the end of this application. Providing this information is optional. It will not be accessible or used in the hiring process, and has no effect on your opportunity for employment.