Lead Advisor - San Francisco

At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it. 
Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.  
This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic. 
At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives. 
We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.  
Join our #OneTeam of 300+ passionate individuals who bring a "How can I help?" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives. 
Brighton Jones is looking for a Lead Advisor to join the San Francisco 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 envi