Senior Financial Advisor
FartherSalary not specified
Full Time
Senior (5 to 8 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Wealth Management, Financial ServicesIndustries
Requirements
- Driven and curious individual aligned with company values (take Values in Action Self-Assessment)
- Ability to manage day-to-day responsibilities, priorities, and workload of client service teams
- Skills in providing analytical, operational, and administrative support for client acquisition, implementation, and retention
Responsibilities
- 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 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 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
- Reviews, approves, and strategizes 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 areas such as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning; works with Tax, Investments, and Estate Planning teams to determine additional levels of detail required
- Seeks out leadership roles in team and firm projects/assignments
- Trains, guides, and mentors the team on 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 client strategy and presentation form
- Prepares and finalizes all standard deliverables related to wealth management advice (CNA, SAA, VFA) based on team inputs
- Following client approval, works with team to ensure tactical parts of client implementation are executed timely and accurately
- Presents ideas and concepts in an organized and effective manner; attends client meetings and presents 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
Skills
Portfolio Management
Asset Allocation
Financial Planning
Excel
Tax Loss Harvesting
Cash Flow Analysis
Risk Management
Investment Analysis
Client Communications
Financial Modeling
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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