Senior Wealth Advisor & Personal CFO

Brightonjones; 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 policy

Employee referral bonuses

Equity ownership opportunities

Job summary

Brighton Jones, located in San Francisco, is seeking a Lead Advisor to provide exceptional service and manage client relationships. In this pivotal role, you'll design and implement comprehensive wealth management strategies to enhance clients' lives.

The ideal candidate will have a CFP designation and at least 6 years of experience in financial planning. Brighton Jones promotes a work-from-office culture that values teamwork and collaboration.

Qualifications

• 6+ years in financial and/or estate planning related work.
• Expertise in investment, tax, estate, and cash flow planning.
• Highly motivated with excellent organizational skills.

Responsibilities

• Act as a Personal CFO for clients and manage their comprehensive wealth management strategy.
• Expand relationships with centers of influence, such as attorneys and CPAs.
• Lead a local service team to ensure high client satisfaction.

Skills

Client relationship management

Communication skills

Leadership skills

Expertise in financial planning

Organizational skills

Education

Four-year degree

CERTIFIED FINANCIAL PLANNER™ (CFP®) designation

Job description

Brighton Jones, located in San Francisco, is seeking a Lead Advisor to provide exceptional service and manage client relationships. In this pivotal role, you'll design and implement comprehensive wealth management strategies to enhance clients' lives.

The ideal candidate will have a CFP designation and at least 6 years of experience in financial planning. Brighton Jones promotes a work-from-office culture that values teamwork and collaboration.