- Salary
- $140k – $300k
- Location
- San Francisco, CA
- Workplace
- Onsite
- Type
- Full-time
- Department
- Client Service
- Seniority
- Lead
- Source
- Lever
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!
Skills
Risk ManagementPublic Speaking
Benefits
Pay: $140,000 - $300,000 per year.Profit share: Additional opportunities for discretionary year-end profit sharingEquity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest Ownership & Financial WellbeingFully paid medical, dental, and vision coverage for employees401(k) with 100% match up to 3% of annual compensationEquity ownership opportunities for every employeeNew Business Incentive ProgramGenerous employee referral bonusCell phone data reimbursementFinancial planning services discount for employees and immediate family membersMinimum 3 weeks PTO starting Day 1Winter Break, Summer Friday flex-days, and 10 paid holidaysUnlimited Volunteer Time Off plus company grant matchingHeavily subsidized transit100% reimbursement for required training, certifications, licensing, and duesPersonal career development plansRicher Life Business Partner (coaching for all employees)Mindful Emotional & Social Intelligence trainingAnnual professional & personal wellbeing stipend