Jobs at Brighton Jones

The Advisor manages client service teams, oversees client portfolios, conducts financial analysis, and collaborates with team members to deliver comprehensive wealth management services.

The Lead Advisor will manage client relationships and financial plans, focusing on investment, estate, and tax planning, while cultivating community relationships and team collaboration.

As a Lead Advisor, you will serve as a Personal CFO for clients, managing their wealth management plans while ensuring high satisfaction and retention through exceptional service and community engagement.

Advisors manage client teams, provide financial and analytical support, strategize client service, and mentor team members. They conduct portfolio reviews and client meetings, ensuring timely communication and execution of financial strategies.

The Lead Advisor acts as a Personal CFO, managing client wealth management plans, and leading team efforts to ensure high client satisfaction and retention while expanding community relationships.

The Lead Advisor serves as a personal CFO for clients, overseeing wealth management plans and enhancing client satisfaction through exceptional service. Responsibilities include communication of the value proposition, community relationship building, team leadership, and participation in public speaking events.

Advisors manage client service teams, provide financial planning and investment strategies, analyze client data, and train team members.

The Lead Advisor serves as a personal CFO, managing client relationships and wealth management plans, while also expanding community ties and leading service teams to ensure client satisfaction.

Responsible for month-end close, payroll processing, accounts payable, and full-cycle accounting. Requires attention to detail and strong analytical skills.

Lead client-facing wealth advisor who serves as a Personal CFO, designs and manages comprehensive Life Plans, leverages internal resources for investment, tax, estate and risk planning, grows local market relationships, represents the firm publicly, and leads a local service team to ensure high client retention and satisfaction.

Lead client relationships as a Personal CFO, design and manage comprehensive wealth plans, coordinate investment, estate, tax, risk and cash-flow strategies, grow local market presence, cultivate custodial and community relationships, represent the firm publicly, and lead a local service team to ensure high client retention and exceptional service.

The Advisor manages client service teams, handles client communication, performs financial analysis, and prepares meeting deliverables for wealth management.

The Office Experience Coordinator welcomes guests, manages office aesthetics and schedules, supports admin tasks, and provides vendor relations while enhancing client experiences.

Advisors manage client service teams, analyze client portfolios, prepare meeting deliverables, and mentor colleagues while ensuring timely communications and strategic planning.

Advisors manage client service teams, providing analytical and operational support to acquire and retain clients, while reviewing portfolios and making recommendations.

The Tax Manager will lead client service teams, manage tax compliance processes, conduct tax planning, and support advisory services for various clients.

Advisors manage client service teams, analyze portfolios, prepare reports, and implement strategies for wealth management while mentoring junior staff.

The Lead Advisor manages client relationships and develops comprehensive wealth management strategies across various financial areas while leading a service team and cultivating partnerships.

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.