Brighton Jones
Lead Advisor - San Francisco
San Francisco, CA · Full-time
No sponsorship$140k-$300kDetected 28 days ago
Business DevelopmentTaxLeadershipCommunicationCollaborationMentoringPublic Speaking
About the role
- 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.
- Assist with development and presentation of training programs including coaching of team members on financial planning strategies.
Responsibilities
- Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities
- 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.
- 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.
Requirements
- 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.
- 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.
- Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Skills
- Excellent organizational, leadership, communication and presentation skills.
Compensation
- Pay: $140,000 - $300,000 per year.
- 401(k) with 100% match up to 3% of annual compensation
- New Business Incentive Program
- Financial planning services discount for employees and immediate family members
- Time & Flexibility
- Winter Break, Summer Friday flex-days, and 10 paid holidays
Benefits
- Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.
- Fully paid medical, dental, and vision coverage for employees
- Equity ownership opportunities for every employee
Company info
- 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.
- This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.
- We are a work from office culture with lots of flexibility.
Equal opportunity
- 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.
Visa & Work Authorization
- 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.
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