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Brighton Jones · 1 day ago

Associate Advisor - Seattle

Seattle, WA

Full-time

Onsite

Entry, Mid Level

$70K/yr - $95K/yr

2+ years exp

Brighton Jones is a purpose-driven, client-focused financial services firm committed to helping individuals live richer lives. The Associate Advisor will manage day-to-day responsibilities of client service teams, providing analytical, operational, and administrative support to ensure client acquisition and retention.

Financial Services

Growth Opportunities

No H1B

Responsibilities

Manage the day-to-day responsibilities, priorities and workload of their client service teams. This includes 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

Manages tax coordination and execution for clients’ personal and trust accounts

Qualification

Financial planningWealth managementSeries 65 certificationSalesforce CRMMicrosoft Office SuiteAnalytical skillsOrganizational skillsCommunication skillsInterpersonal skillsProblem-solving skills

Required

Undergraduate degree required

Series 65 or equivalent required within first 120 days of employment

Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job

Organizational - handle multiple client relationships with contending priorities and coordinate team member resources most effectively

Delegation - increase capacity by managing and delegating tasks to the right level, ensure accurate and timely completion

Presentation - present complex concepts and ideas in a professional, persuasive and easily comprehendible way to clients, in written and verbal form

Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows

Exceptional communication skills, both written and verbal, with clients and co-workers

Exceptional interpersonal skills and demonstrated teamwork mentality

Must be able to project a capable and trustworthy image

Must be a self-starter and proactively manage workload, communications, and ownership of tasks

Commitment to excellence and high standards

Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm

A high degree of personal integrity, maturity, and acute attention to detail

Strong analytical and problem-solving skills

Preferred

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

Interest in or currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®)