Brighton Jones
Advisor - Seattle
Seattle, WA · Full-time
No sponsorship$90k-$140kDetected 1315 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
Responsibilities
- 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
Requirements
- Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required
- Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
- Required professional designation: CFP®, CPA, CFA, or JD.
Nice to have
- 4 + years of experience in financial planning, wealth management or a related industry preferred
- Undergraduate degree required
Compensation
- 401(k) with 100% match up to 3% of annual compensation
- New Business Incentive Program
- Financial planning services discount for employees and immediate family members
- Winter Break, Summer Friday flex-days, and 10 paid holidays
- Heavily subsidized transit
- Personal career development plans
Benefits
- 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
- Ownership & Financial Wellbeing
- Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
- Adoption benefits
Company info
- 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!
Equal opportunity
- 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.
Visa & Work Authorization
- 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.
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