Brighton Jones
Finance
Advisor
Neural analysis suggests this role is
optimal for Mid candidates.
“Advisor at Brighton Jones. Skills: client management, financial analysis, wealth management advice, portfolio review, client strategy development. managing the day-to-day responsibilities, priorities and workload of their client service teams. providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients”
What You'll Achieve.
help individuals live richer lives; aligning wealth, passion, and purpose to help our clients thrive; achieve client objectives; help each other, our clients, and global community thrive
Industry & Context.
analytical and problem-solving skills; problem-solving skills
What They're Looking For.
Must Have
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)
Nice to Have
4 + years of experience in financial planning, wealth management or a related industry preferred
What You'll Do.
managing the day-to-day responsibilities
priorities and workload of their client service teams
and administrative support for the acquisition
and ongoing retention of clients
Acts as the first point of contact on client strategizes
Reviews current client portfolios and makes recommendations to clients
Prepares comprehensive client meeting deliverables
analyzes all client data and evaluates potential planning strategies
Provides spreadsheet analysis on an ad-hoc basis
maintains all record-keeping related to these activities
and strategizing around trades and portfolio rebalances
Attends and drives client owns the execution of post-meeting actions
Leverages internal and external resources to achieve client objectives
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
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)
Crafts client meeting agenda and determines deliverables
analyzes client data and develops 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
Investments and Estate Planning to determine additional levels of detail required for the client's situation
ensures that all tactical parts of the client implementation are executed timely and accurately
Presents ideas and concepts in an organized and effective attends client meetings
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
initiates these requests and is responsible for reviewing and approving ensures completion within specified time-frames
How You'll Work.
Team & Collaboration
collaboration; team-based approach; teamwork mentality; coordinate team member resources most effectively; team projects/assignments; Trains, guides, and mentors the team; collaborates with Lead Advisor; Works with Tax, Investments and Estate Planning; Partners with the Associate Advisor
Communication Scope
Exceptional communication skills, both written and verbal, with clients and co-workers; communicate and memorialize client related action items
Process & Methodology
manage workflows, manage workload, manage priorities
Full Job Description
## Description 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 continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. 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 port
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