Brighton Jones Benefits Overview

Manage client service teams and serve as primary client contact; review portfolios and recommend strategies; prepare comprehensive financial planning deliverables; approve trades and oversee implementation; collaborate with tax, investments, and estate planning teams; mentor staff and ensure CRM and record-keeping accuracy.

Manage day-to-day client service teams, act as primary client contact, review portfolios, prepare deliverables (CNA, SAA, VFA), recommend strategies, approve trades and rebalances, execute post-meeting actions, coordinate with Tax/Investments/Estate Planning, mentor team members, and maintain CRM and Wealth Management Scorecard.

Manage client service team workflows and client communications; analyze portfolios and prepare comprehensive planning deliverables; recommend strategies, approve trades, execute implementations, mentor team members, and coordinate with tax, investment, and estate specialists.