Teams at Brighton Jones

Supports business development and sales teams by managing prospect journeys, Salesforce pipelines, scheduling, proposals, reporting, dashboards, prospect research, and sales materials. Coordinates cross-functional collaboration, maintains pipeline integrity, tracks performance against targets, and supports revenue growth initiatives while handling multiple priorities.

Provide personalized financial planning and investment guidance to clients, manage ongoing client relationships, maintain accurate CRM and financial planning records, educate clients on markets and portfolios, generate referrals, and support sales growth. The role requires CFP certification, advanced knowledge of financial planning areas, executive compensation expertise, strong communication, and proficiency with eMoney, Salesforce, and Microsoft Office.

Supports wealth management client service teams through financial analysis, portfolio reviews, tax coordination, trade and wire execution, CRM management, and client meeting preparation. The role analyzes portfolios and specialized financial topics, coordinates with tax, investment, and estate planning teams, manages operational requests, and maintains accurate client records. It is a full-time, in-office position with training and mentorship.