Advisor
Brighton JonesWealth Management company
Seattle, United States$90K - $140KMid
Sales & Account Management
About the role
TL;DR
Advisors manage client service teams and provide financial planning support.
- •Advisors manage client service teams, providing analytical and operational support for client acquisition and retention.
- •Key Responsibilities Act as the first point of contact for client communications.
- •Review client portfolios and make investment recommendations.
- •Prepare comprehensive client meeting deliverables.
- •Provide spreadsheet analysis for advanced financial topics.
- •Review, approve, and strategize around trades and portfolio rebalances.
- •Requirements 4+ years of experience in financial planning or wealth management.
- •Undergraduate degree required.
- •Required professional designation: CFP, CPA, CFA, or JD.
- •Baseline proficiency in Microsoft Office Suite products.
- •Organized and able to handle multiple client relationships.
Required skills
FP&A
Domain expertise
fintech
Benefits & perks
Fully paid medical, dental, and vision coverage, 401(k) with 100% match up to 3% of annual compensation, Equity ownership opportunities, New Business Incentive Program, Generous employee referral bonus, Cell phone data reimbursement, Financial planning services discount
