4+ years of experience in financial planning or wealth management preferred
Undergraduate degree required
Professional certification such as CFP®, CPA, CFA, or JD is required
Proficient in Microsoft Office Suite, particularly Excel
Highly organized with the ability to manage multiple client relationships
Responsibilities
Act as first point of contact for client communications and strategize with the Lead Advisor
Review client portfolios and recommend strategies in collaboration with the team
Prepare comprehensive client meeting deliverables based on detailed analyses
Provide ad-hoc spreadsheet analyses for advanced financial topics
Review, approve, and strategize around trades and portfolio rebalances
Lead client meetings and follow up on action items
Collaborate with various departments to achieve client objectives
Benefits
Competitive compensation package
Robust benefits package
Award-winning company culture
Opportunities for career growth
Flexible in-office work environment
Full Job Description
We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients.
Take our Values in Action Self-Assessment to see how our values align!
Your Role:
Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough
Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas
Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies
Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software
Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances
Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts
Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
Seeks out leadership roles in the team and firm projects/assignments
Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support
Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically
Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation
Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA)
Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately
Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM
Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.
Your Experience:
4 + years of experience in financial planning, wealth management or a related industry preferred
Undergraduate degree required
Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required.
Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job
Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively
This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.
Skills & Attributes
Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows
Exceptional communication skills, both written and verbal, with clients and co-workers
Exceptional interpersonal skills and demonstrated teamwork mentality
Must be able to project a capable and trustworthy image
Must be a self-starter and proactively manage workload, communications, and ownership of tasks
Commitment to excellence and high standards
Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
A high degree of personal integrity, maturity, and acute attention to detail
Strong analytical and problem-solving skills
To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
About Brighton Jones
Brighton Jones is a wealth management firm that provides financial planning, investment management, and tax planning services to individuals and families. The company was founded in 1999 by Jon Jones and Charles Brighton, and is headquartered in Seattle, Washington. Brighton Jones has over 250 employees and manages over $6 billion in assets. The company has been recognized as one of the top wealth management firms in the country by publications such as Barron's and Forbes.
