Brighton Jones
Advisor - Atlanta
Atlanta, GA · Full-time
Sponsorship not specified$85k-$135kDetected 69 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
- Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
Nice to have
- 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.
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
- Pay: $85,000 - $135,000 per year
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
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!
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