Lead Advisor - San Francisco

Brighton Jones is looking for a Lead Advisor to join the San Francisco team and provide immediate positive service impact for our clients. The Lead Advisor will have primary responsibility for client relationships, working closely with each client to establish their comprehensive wealth management strategy. The role embodies the company's culture, serving clients and leveraging centralized teams.

Requirements

• Four-year degree and CERTIFIED FINANCIAL PLANNERTM (CFP\u00ae) designation
• 6+ years in financial and/or estate planning related work
• 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

Benefits

• Health care benefits (medical/dental/vision)
• Retirement benefits
• Paid time off (PTO)
• Holiday flex-days
• Summer flex-days
• Company-paid holidays
• Parental leave
• Transportation benefits
• Unlimited volunteer time off
• Professional, and personal wellbeing stipend
• Other fringe benefits