Associate Advisor
Brighton JonesWealth Management company
Silicon Valley, United States$85,000 - $105,000 per yearMid
Sales & Account Management
About the role
TL;DR
Associate Advisors manage client service teams and support client acquisition and retention.
- •Associate Advisors manage client service teams, providing analytical, operational, and administrative support for client acquisition and retention.
- •Key Responsibilities Manage day-to-day responsibilities and workload of client service teams Execute intra-day requests such as trades, wire requests, and journals Serve as the primary point of contact for custodians Gather and organize client data into the CRM Act as the point person for client service team inquiries Requirements 2
- •4 years of experience in financial planning or wealth management Undergraduate degree required Series 65 or equivalent required within first 120 days of employment Interest in or currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) Proficiency in Microsoft Office Suite products
Required skills
FP&APresentation Skills
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, Employee referral bonus, Cell phone data reimbursement, Financial planning services discount
