Lead Advisor - San Francisco

• You are a growth-minded relationship builder and business developer at heart who gets energy from meeting people, creating connections, and turning relationships into opportunities.
• You have a demonstrated ability to originate, win, and onboard new high-net-worth client relationships.
• You are entrepreneurial and excited by the opportunity to grow a market rather than simply inherit and manage an existing book of business.
• You have an established network in San Francisco and understand how to develop productive, long-term relationships with high-net-worth individuals, business owners, executives, referral partners, and centers of influence.
• You combine strong business development instincts with the credibility and technical expertise required to advise sophisticated clients and represent Brighton Jones in the market.
• You are highly motivated, self-directed, accountable, and comfortable operating in an entrepreneurial, fast-paced environment.
• You have excellent communication, presentation, networking, and relationship-management skills.
• You are comfortable being externally visible and becoming one of the local faces of Brighton Jones.
• You are highly collaborative and know how to leverage a broader team rather than trying to do everything yourself.
• You demonstrate unquestioned integrity in your personal and professional activities.
• You have a four-year degree.
• Professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment.
• You have 6+ years of financial and/or estate planning experience, preferably within a professional financial services company or wealth management firm.
• You have expertise across estate, tax, retirement, insurance, investment, and cash flow/capital needs planning.

• 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

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. 

We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.

Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.

To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. 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.