Lead Advisor - San Francisco

Your Role:

Acts as a Personal CFO for existing clients 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.

Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities

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.

Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients.

Support Brighton Jones’ mission by using objectivity, creativity and passion to help our clients, colleagues and community members “live richer lives”.

Provide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth.

Assist with development and presentation of training programs including coaching of team members on financial planning strategies.

Your Experience:

Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

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 an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.

Compensation:

Pay: $140,000 - $300,000 per year.

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