Lead Advisor - New Market - San Diego
Brighton JonesSan Diego, California, United States
Posted September 3, 2025
150000 - 200000 USD year
Full Time
About the Company
Brighton Jones is a comprehensive wealth management firm that specializes in aligning clients' financial goals with their personal values. Offering a range of services including investments, tax strategies, trusts, philanthropy, risk management, and retirement planning, Brighton Jones aims to help individuals achieve financial peace of mind while pursuing a life filled with purpose and happiness.
Job Description
Brighton Jones is a purpose-drive RIAs seeking Lead Advisors with a CFP® designation to help individuals live richer lives. They are expanding to new markets and offer opportunities for growth and ownership, valuing collaboration, community, and client success. This role involves personal wealth management and building client relationships.
Requirements
- 4-year degree
- CFP® designation
- 6+ years of experience in financial planning
- Expertise in estate, tax, retirement, insurance, investment, and cash flow planning
- Commitment to integrity
- Highly motivated and self-starter
Benefits
- health care benefits (medical/dental/vision)
- retirement benefits
- paid time off
- company-paid holidays
- parental leave
- transportation benefits
- professional, and personal wellbeing stipend
- other fringe benefits