Lead Advisor - San Francisco

Brighton Jones•San Francisco, CA

2d•Onsite

About The Position

Brighton Jones is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients. In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy. A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives. Our Lead Advisors embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our values align! 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.

Requirements

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.

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.

Benefits

Profit share
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
Minimum 3 weeks PTO starting Day 1
Winter Break
Summer Friday flex-days
10 paid holidays
Unlimited Volunteer Time Off plus company grant matching
Heavily subsidized transit
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
Quarterly team-building events
Regular social events
Employee-led book clubs, committees, and affinity groups
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
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
Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest