Advisor - Dallas at Brighton Jones

Dallas, Texas, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Financial ServicesIndustries

Requirements

Not specified

Responsibilities

Acts as the first point of contact on client communications
Strategizes with Lead Advisor to ensure timely and thorough responses to client inquiries
Reviews current client portfolios and makes recommendations to clients in consultation with the 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, 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 (e.g., tax loss harvesting, stock option and restricted stock analysis)
Manage the day-to-day responsibilities, priorities, and workload of client service teams
Provide analytical, operational, and administrative support for client acquisition, implementation, and retention

Skills

Excel

Financial Analysis

Portfolio Management

Asset Allocation

Cash Flow Analysis

Tax Loss Harvesting

Stock Options Analysis

Client Servicing

Wealth Planning

Brighton Jones

Wealth management and financial planning services

About Brighton Jones

Brighton Jones provides wealth management services by acting as a Personal CFO for individuals and families. Their approach includes comprehensive financial planning and management, helping clients align their financial resources with their personal values and life goals. They serve a diverse range of clients, from those with less than $500,000 in assets to those with over $10,000,000, including savvy investors and families focused on financial education. Brighton Jones differentiates itself from competitors by emphasizing a holistic approach that considers both financial and emotional well-being, going beyond traditional fiduciary advice. Their goal is to help clients thrive by offering tailored financial strategies that integrate all aspects of their financial lives.

Seattle, WashingtonHeadquarters

1999Year Founded

VENTURE_UNKNOWNCompany Stage

Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Vacation

Paid Holidays

Parental Leave

Commuter Benefits

Wellness Program

Risks

Robo-advisors' low-cost services may attract Brighton Jones' tech-savvy clients.

DIY financial planning tools could reduce demand for traditional advisory services.

Investments in volatile sectors expose Brighton Jones to significant market risks.

Differentiation

Brighton Jones acts as a Personal CFO, offering comprehensive financial planning services.

They emphasize a holistic approach, integrating personal values with financial goals.

Their client-centric model serves a diverse clientele, from small investors to high-net-worth individuals.

Upsides

Growing demand for ESG investing aligns with Brighton Jones' holistic approach.

Aging population increases demand for retirement planning, benefiting Brighton Jones' services.

AI integration in wealth management enhances personalized client experiences, a strength for Brighton Jones.

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