Brighton Jones
Financial Services
Advisor
“Advisor at Brighton Jones. Skills: client strategizing, portfolio review and recommendations, client data analysis, financial topic analysis, trade and portfolio rebalance strategy, client meeting execution, client objective achievement, wealth management scorecard maintenance, client meeting agenda and deliverable preparation, client strategy definition and presentation, client implementation execution, client meeting presentation. managing the day-to-day responsibilities, priorities and worklo”
What You'll Achieve.
helping individuals live richer lives; help our clients thrive; achieve client objectives; ensure responses are timely and thorough; ensure that all tactical parts of the client implementation are executed timely and accurately; ensure completion within specified time-frames
Industry & Context.
analytical and 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 for more advanced financial topics
maintains all record-keeping related to these activities
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
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 manner
attends client meetings and is expected to effectively present specific planning
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; client service teams; consultation with Lead Advisor; collaboration with Lead Advisor; Works with Tax, Investments and Estate Planning; Trains, guides, and mentors the team; collaborates with Lead Advisor; Works with Tax, Investments and Estate Planning; Works with team to ensure that all tactical parts of the client implementation are executed timely and accurately; Partners with the Associate Advisor
Communication Scope
Exceptional communication skills, both written and verbal, with clients and co-workers
Process & Methodology
manage workload, prioritize tasks, manage workflows, coordinate team member resources
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