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Brighton Jones · 2 days ago

Lead Advisor - San Francisco

San Francisco, CA

Full-time

Onsite

Senior Level

$140K/yr - $300K/yr

6+ years exp

Brighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives. They are seeking a Lead Advisor to manage client relationships and develop comprehensive wealth management strategies, leveraging internal and external resources to achieve client objectives. This role involves leading a local service team, supporting business development efforts, and cultivating relationships with centers of influence.

Financial Services

Growth Opportunities

Responsibilities

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

Qualification

Certified Financial PlannerCertified Public AccountantChartered Financial AnalystJuris DoctorFinancial PlanningEstate PlanningTax PlanningInvestment ManagementLeadershipCommunication SkillsPresentation SkillsOrganizational SkillsSelf-starter

Required

Candidates must have a four-year degree and hold one of the following credentials: Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD)

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