💼 About This Role

You'll act as a Personal CFO for clients, designing wealth management plans aligned with their passions. Leverage internal resources to deliver an exceptional experience and drive new business growth in a new market.

🎯 What You'll Do

• Lead client relationships and design wealth management plans.
• Communicate value proposition to prospective clients.
• Develop relationships with custodial retail branches.
• Represent Brighton Jones at public speaking events.

📋 Requirements

• CFP®, CPA, CFA, or JD designation required.
• 6+ years in financial/estate planning at a wealth management firm.
• Expertise in estate, tax, retirement, insurance, and cash flow planning.
• Unquestioned integrity and ability to function in fast-paced environment.

✨ Nice to Have

• Experience in a team-based advisory environment.
• Existing community relationships in San Diego.
• Series 65 or ability to obtain within 120 days.

🎁 Benefits & Perks

• 🩺 Fully paid medical, dental, vision for employees.
• 💰 401(k) with 100% match up to 3% of compensation.
• 🏖️ Minimum 3 weeks PTO plus Winter Break and Summer Fridays.
• 📚 100% reimbursement for training, certifications, and dues.
• 👶 Paid parental leave (13 weeks birthing, 6 weeks non-birthing).

🚩 Heads Up

• Role requires CFP/CPA/CFA/JD but lists 6+ years experience; may be mismatched.
• Mentions both 'remote until office secured' and 'work-from-office culture' – ambiguous.
• Heavy emphasis on business development and new business variable comp; may be sales-heavy.