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Lead Advisor - New Market - San Diego

Lead Advisor - New Market - San Diego

Brighton JonesSan Diego, CA, United States
2 days ago
Job type
  • Full-time
Job description

Overview

Lead Advisor - New Market - San Diego at Brighton Jones

Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of growth, collaboration, and community, with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list and national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. We’re expanding to new markets and seeking Lead Advisors who have their CFP and a passion for helping clients. This role is part of our San Diego expansion.

Your Role : as part of our mission to help clients, colleagues, and the global community live a richer life, you’ll embody our culture, serving clients and leveraging our centralized client experience, marketing, business development, and operations teams.

Responsibilities

  • Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports clients’ passions and purpose — their “Life Plan.”
  • Leverages internal and external resources to achieve client objectives in areas such as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning.
  • Communicates Brighton Jones’ unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor.
  • Proactively develops and expands relationships within the community.
  • 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 and industry events.
  • Leads a local service team with deep collaboration to ensure client retention and high satisfaction with a focus on remarkable service.

What Will Set You Apart

  • 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 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, while collaborating with a tight-knit team of professionals with a range of financial and tax activities.
  • This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with flexibility. This is a full-time, exempt position.

    • Compensation

  • Annual Compensation : $150,000 - $200,000 base per year DOE + a variable component based on new business market growth. Lead Advisors are also offered the opportunity for ownership.
  • 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, and other fringe benefits.

    • We are committed to building a business where all team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships, learning and growing together, working hard while having fun, and giving back to our community.

    Brighton Jones is a team founded on equity and respect. We’re on a mission to help each other, our clients, and global community thrive. We foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.

    To the right individual, we offer competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.

    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. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location where the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

    Seniority level

  • Mid-Senior level

    • Employment type

  • Full-time

    • Job function

  • Business Development and Sales

    • Referrals increase your chances of interviewing at Brighton Jones by 2x.

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