Lead Advisor - San Francisco

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

Benefits offered by this job

Fully paid medical, dental, and vision coverage

401(k) with 100% match up to 3%

Generous PTO starting day 1

100% reimbursement for required training

Paid parental leave

Equity ownership opportunities

Job summary

Brighton Jones, located in San Francisco, seeks a Lead Advisor to manage client relationships and design comprehensive wealth management strategies. The candidate will act as a Personal CFO, lead a local service team, and drive client acquisition efforts.

This role requires a four-year degree and Certified Financial Planner™ (CFP®) designation, along with over 6 years of financial planning experience. Brighton Jones offers a competitive salary ranging from $140,000 to $300,000 annually, alongside extensive benefits.

Qualifications

• 6+ years of financial and/or estate planning experience.
• Expertise in estate, tax, retirement, insurance, and investment planning.
• Ability to function well in a fast-paced environment.

Responsibilities

• Acts as a Personal CFO for clients and manages their wealth management plan.
• Leads a local service team to ensure high client retention and satisfaction.
• Supports business development in new client acquisition.

Skills

Leadership

Communication

Financial Planning

Integrity

Organizational skills

Presentation skills

Education

Four-year degree

Certified Financial Planner™ (CFP®) designation

Job description

Lead Advisor

Brighton Jones, the largest Registered Investment Advisor in the Pacific Northwest with offices nationwide, seeks a Lead Advisor to build and manage client relationships, design wealth management strategies, and lead a local service team.

Your Role

• Acts as a Personal CFO for existing and new clients, delivering an exceptional experience and managing the comprehensive wealth management plan that supports their passions and purpose – their “Life Plan”.
• Leverages internal and external resources to achieve client objectives in Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning.
• Communicates Brighton Jones’s unique value proposition to prospective clients and establishes the firm as their trusted financial advisor.
• Develops and expands relationships with centers of influence (e.g., attorneys and CPAs) to create additional business opportunities.
• Cultivates deep relationships with custodial retail branches in collaboration with the national team.
• Creates opportunities and represents Brighton Jones at public speaking and community events.
• Leads a local service team to ensure high client retention and satisfaction with a relentless focus on remarkable service.
• Supports the Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients.
• Supports Brighton Jones’s mission by using objectivity, creativity, and passion to help clients, colleagues, and community members “live richer lives”.
• Provides teammates with timely, candid, and constructive performance feedback; develops employees to their fullest potential and provides challenging opportunities that enhance career growth.
• Assists in the development and presentation of training programs, including coaching team members on financial planning strategies.

Your Experience

• Four‑year degree and the Certified Financial Planner™ (CFP®) designation.
• 6+ years of financial and/or estate planning experience, 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.
• Ability to manage heavy workloads and projects on time‑sensitive bases while collaborating with a tight‑knit team of professionals.
• Position is in‑office, full‑time, exempt; a work‑from‑office culture with flexibility.

Compensation

• Pay: $140,000 – $300,000 per year.
• Profit share: Additional opportunities for discretionary year‑end profit sharing.
• Equity: Restricted Equity Units granted at hire, with expedited opportunity to convert to Partner status at vesting.

Benefits

• 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 We are unable to provide visa sponsorship for this position. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

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.