Brighton Jones

Advisor - Minneapolis

Minneapolis, MN · Full-time

No sponsorship$80k-$130kDetected 26 days ago

CRMExcelTaxLeadershipCommunicationCollaborationMentoringMicrosoft Office

About the role

Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both 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
Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances

This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients.
Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support

Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation

4 + years of experience in financial planning, wealth management or a related industry preferred
Undergraduate degree required
Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required.
Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required
expected to learn other position-related systems on the job
Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively
This role is an in-office, full-time, and exempt position.

Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.
Fully paid medical, dental, and vision coverage for employees
Equity ownership opportunities for every employee
Generous employee referral bonus
Cell phone data reimbursement
Minimum 3 weeks PTO starting Day 1
Unlimited Volunteer Time Off plus company grant matching
100% reimbursement for required training, certifications, licensing, and dues

This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.
At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives.
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive.
With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam.
We are looking for our next Advisor.
Take our Values in Action Self-Assessment to see how our values align!

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste.

Please note, we are unable to provide visa sponsorship for the position offered.
Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

This listing is sourced directly from Brighton Jones's careers page and normalized into a canonical job model.