Growth Advisor, Wealth Management (SF Bay Area)

Brighton Jones; San Francisco (CA); Hybrid; USD 140,000 - 300,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) match

Equity ownership

Profit sharing

Parental leave

Unlimited volunteer time off

Transit subsidy

Job summary

Brighton Jones in San Francisco seeks an Advisor to lead growth in the SF market, expanding client relationships and market presence. You will work with the Managing Director and local team to drive new client acquisition and long-term momentum.

The role emphasizes building relationships, winning clients, and delivering exceptional wealth management experiences through a Personal CFO approach.

Qualifications

• Four-year degree required
• Professional designation CFP®, CPA, CFA, or JD preferred; Series 65 within 120 days if not CFP®
• 6+ years of financial and/or estate planning experience
• Expertise across estate, tax, retirement, insurance, investment, and cash flow planning

Responsibilities

• Grow Brighton Jones in San Francisco by developing new client relationships and expanding market presence
• Develop and execute a market-specific growth strategy to generate organic growth
• Build and manage a pipeline of prospective clients and convert opportunities into new relationships
• Lead the client journey from discovery through onboarding and ongoing experience
• Develop trusted referral networks with attorneys, CPAs, executives, and COIs

Job description

Brighton Jones in San Francisco seeks an Advisor to lead growth in the SF market, expanding client relationships and market presence. You will work with the Managing Director and local team to drive new client acquisition and long-term momentum.

The role emphasizes building relationships, winning clients, and delivering exceptional wealth management experiences through a Personal CFO approach.