Associate Advisor - Seattle at Brighton Jones

Seattle, Washington, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Financial ServicesIndustries

Requirements

2 - 4 years of experience in financial planning, wealth management or a related industry preferred; expected to be current with industry trends, terminology and concepts
Undergraduate degree required
Series 65 or equivalent required within first 120 days of employment
Interest in or currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®)
Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job
Organizational skills - handle multiple client relationships with contending priorities and coordinate team member resources most effectively
Delegation skills - increase capacity by managing and delegating tasks to the right level

Responsibilities

Manage the day-to-day responsibilities, priorities and workload of client service teams, including providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients
Timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; responsible for initiating requests, review, and approval; ensures completion within specified timeframes and provides thorough communication to client throughout the process
Primary point of contact for custodians around all operational and tactical service matters
Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current
Act as the point person for all client service team inquiries; work with team members to ensure all action items are moved forward and completed
Work with the team to craft client meeting agenda and prepare deliverables to be presented; analyzes client data and develops strategies; occasionally attends client meetings; ensures all client related action items are communicated and memorialized in the CRM
Prepare all standard deliverables related to the delivery of wealth management advice based on input from team members
Review current client portfolios and makes investment recommendations in consultation with the team regarding changes based on both asset allocation and location; considers both strategic and tactical allocation opportunities to improve return and reduce volatility
Provide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests such as tax-loss harvesting, stock option, and restricted stock inventories, and other wealth transfer strategies; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software
Work with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
Manage tax coordination and execution for clients’ personal and trust accounts

Skills

Salesforce

CRM

Trade Execution

Wire Transfers

Journal Entries

Client Data Management

Financial Operations

Administrative Support

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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