Lead Advisor

Your Role:

• Collaborate with the local team to own the growth of Brighton Jones in San Francisco, driving new client acquisition, net new assets, referral activity, market visibility, and long-term market momentum.
• Develop and execute a market-specific growth strategy that creates sustainable and repeatable sources of organic growth.
• Proactively develop relationships with prospective clients through referral partners, COI’s, businesses, and your personal and professional network.
• Build and manage a robust pipeline of qualified prospective clients and consistently convert opportunities into new Brighton Jones relationships.
• Lead the prospective client journey from initial discovery and articulation of the Brighton Jones value proposition through proposal, decision, onboarding, and transition into the ongoing client experience.
• Clearly and authentically communicate the Brighton Jones value proposition and demonstrate why our Personal CFO approach is differentiated in the marketplace.
• Develop deep, trusted referral relationships with attorneys, CPAs, executives, business owners, banking professionals, community leaders, and other centers of influence who serve Brighton Jones' target clients.
• Build on the reputation of Brighton Jones as an active and respected presence in your market through networking, public speaking, community involvement, industry events, educational programs, and thought leadership.
• Partner closely with centralized marketing and business development resources to build local awareness, strengthen market credibility, and accelerate qualified opportunity creation.
• Leverage Brighton Jones' internal specialists and external resources across investment management, estate planning, tax planning, risk management, and general planning to help clients achieve their objectives.
• Partner will the San Francisco Managing Director to scale the market over time by strengthening the Brighton Jones brand, expanding the client base, identifying local growth opportunities, and helping recruit and develop future team members as the market grows.

What Will Set You Apart

• 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.

Compensation:

Pay: $140,000 - $300,000 per year.
Profit share: Additional opportunities fordiscretionary 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

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.