Search the 22 jobs at Brighton Jones

As an Administrative Assistant at Brighton Jones, you will oversee daily office operations, provide client service support, and assist senior team members with executive tasks. Responsibilities include managing reception, maintaining office supplies, assisting with client onboarding and documentation, and coordinating meetings and travel arrangements.

As an Associate Advisor Analyst, you'll manage client service teams, providing analytical, operational, and administrative support for wealth management. Responsibilities include preparing deliverables, reviewing portfolios, conducting financial analyses, crafting meeting agendas, and managing client tax coordination across various investments and estates.

The Associate Advisor - Analyst at Brighton Jones will manage client service teams, providing analytical and operational support for client acquisition and retention. Responsibilities include handling trades and wire requests, maintaining data accuracy in CRM, preparing client deliverables, analyzing portfolios, and making investment recommendations in collaboration with the team.

The Executive Assistant will provide comprehensive support to the Senior Lead Advisor, assisting with administrative tasks, project management, and coordination of team events. Responsibilities include managing travel logistics, overseeing onboarding processes, and supporting special initiatives, ensuring maximum effectiveness for the advisor and the team.

The Staff Accountant will be responsible for accounting tasks for multiple legal entities, including journal entries, reconciliations, and banking procedures. They will assist with annual audits, prepare monthly reconciliations, and verify credit card transactions while ensuring effective communication and support for clients and colleagues.

The Advisor is responsible for managing client communications, analyzing portfolios, making investment recommendations, preparing deliverables, and driving client meetings. They train and mentor team members while ensuring client objectives in various financial planning areas are met through collaboration with internal and external resources.

As a Senior Program Manager at Brighton Jones, you'll lead complex strategic projects, developing comprehensive plans with timelines and objectives, monitoring progress, facilitating updates with stakeholders, and managing project budgets. You'll also conduct post-project reviews and drive cross-functional initiatives aligned with company objectives.

Lead Advisor opportunity at Brighton Jones in Charlotte. Serve as a Personal CFO for clients, lead client relationships, develop wealth management plans, communicate value proposition, and cultivate community relationships. Requires CFP certification and a four-year degree.

Lead Advisor role at Brighton Jones in Nashville, focusing on delivering exceptional wealth management services, establishing client relationships, and representing the company at events. Requires CFP® certification and a four-year degree.

The Fund Accountant will manage day-to-day accounting for private markets funds, prepare financial statements and reports, ensure compliance with GAAP, and oversee donor-advised fund accounting activities, including contributions and distributions. This role involves interfacing with fund service platforms and managing the annual audit process.

Lead Advisor role at Brighton Jones in Stamford, serving as a Personal CFO for clients, managing wealth management plans, cultivating relationships, and representing the company at events.

The Director of Storytelling will create compelling narratives aligned with Brighton Jones' values and mission. Responsibilities include transforming leadership vision into stories, shaping brand identity, coordinating brand alignment with content strategy, and developing storytelling assets across various media.

As a Lead Advisor, you will act as a Personal CFO for clients, managing their wealth management plans, enhancing client relationships, and leveraging resources to meet client objectives. You will represent the firm at events, develop community relationships, and lead a local service team to ensure client satisfaction and retention.

The Advisor at Brighton Jones will manage client communications, review portfolios and provide financial recommendations. Key responsibilities include preparing client meeting deliverables, conducting financial analysis, managing trades, and collaborating with internal resources for comprehensive planning.

As a Lead Advisor, you'll act as a Personal CFO for clients, manage their wealth strategies, leverage resources for financial planning, develop community relationships, and represent the firm at events to ensure high client satisfaction.

The Lead Advisor is responsible for client relationships, developing wealth management strategies, and overseeing investment, estate, and tax planning. They lead a service team to ensure client satisfaction and participate in business development efforts, establishing Brighton Jones as a trusted financial advisor.

The Lead Advisor role focuses on managing client relationships and developing comprehensive wealth management strategies. Responsibilities include acting as a Personal CFO, leveraging resources for investment and planning, establishing trust with prospective clients, and leading a service team to ensure high client satisfaction.

Advisors at Brighton Jones manage client communications, provide analytical and operational support for client acquisition, retention, and wealth management strategies. Responsibilities include reviewing portfolios, preparing client deliverables, analyzing financial data, strategizing trades and portfolio rebalances, and mentoring team members.

Lead Advisor position at Brighton Jones in Raleigh - Durham, NC. Responsible for acting as a Personal CFO for clients, delivering exceptional experiences, managing wealth management plans, and cultivating client relationships. Must have a four-year degree and be a CERTIFIED FINANCIAL PLANNER™ (CFP) certified.

Lead Advisor role at Brighton Jones in Chicago, specializing in wealth management planning for clients to align wealth with passions and purpose. Responsibilities include client relationship management, communicating value proposition, expanding community relationships, and leading service team for high client satisfaction.