Brighton Jones

Associate Advisor - Silicon Valley

Silicon Valley, CA · Full-time

No sponsorshipDetected 14 days ago

SalesforceCRMExcelCommunicationCollaborationMicrosoft Office

About the role

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.

This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients.
Manage the day-to-day responsibilities, priorities and workload of their client service teams.
Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential.

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

To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.
Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive.

This role is an in-office, full-time, and exempt position. We are a work from office culture with lots 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 Associate 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.