Lead Advisor - San Francisco

@ Brighton Jones
Brighton Jonesbrightonjones.com

Lead Advisor - San Francisco

Posted 2 months ago

This job is still taking applications, but it's been up a while.

About the job

Brighton Jones, the largest RIA in the Pacific Northwest, focuses on financial wellbeing, client relationships, and a culture of growth, community, and awards. We serve over 4,000 clients with a team of 250+ and emphasize values-driven service to help clients pursue happier, healthier lives.

Requirements

  • 4-year degree
  • CFP® designation
  • 6+ years financial/estate planning
  • Expertise in estate and tax planning
  • Strong communication skills

Qualifications

  • Bachelor's degree
  • Certified Financial Planner™
  • Experience in financial services
  • Integrity and motivation
  • Leadership and organizational skills

Full job description

Are you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?

Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest, headquartered in Seattle, with offices nationwide. From the very start, we have been an award-winning organization, from countless Best Places to Work awards — including Seattle Business Magazine's Best Companies to Work for 15 years in a row — to national and regional Community Impact awards, we pride ourselves in our culture and giving back to our community. We are industry leaders and pioneers in financial wellbeing with a focus on helping our clients align their wealth, passions, and purpose so they can pursue a happier, healthier, and more fulfilling life.

Our team-based, client-centric approach has fueled our growth over the last 20+ years, and we’re now 250 teammates strong and growing, serving more than 4,000 clients, and advising on over $19 billion+ in assets. Every teammate has a path to ownership in the firm. We're looking for driven individuals who bring a "How can I help?" attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues. Join our #OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive.

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.

Your Experience:

  • 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.
  • This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.

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. 


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