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Create and evolve Brighton Jones’s visual brand across digital, print, presentations, campaigns, websites, social media, email, infographics, and client-facing experiences. Partner with marketing and content teams to develop clear visual storytelling, presentation materials, and brand systems. The role requires strong digital design fundamentals, presentation craft, AI fluency, and the ability to explain and defend design recommendations.

Supports financial planning, investment analysis, portfolio reviews, tax and wealth-transfer planning, client meeting preparation, and advisory-team operations. Maintains accurate client records in Salesforce, coordinates trades and account servicing, tracks action items, and assists with client recommendations. The role includes structured training, Series 65 licensing preparation, coaching, and progressive development toward broader advisory responsibilities.

Supports financial planning, investment, and wealth management analyses; prepares client meeting materials and recommendations; assists with tax coordination, portfolio reviews, trades, transfers, journals, and account servicing. Maintains accurate client data in Salesforce and other systems while coordinating advisory team priorities. The role includes structured training, coaching, licensing preparation, and progressive client-service responsibilities through the Analyst Training Program.

Supports financial planning, investment analysis, portfolio reviews, tax and wealth-transfer analysis, client meeting preparation, and advisory-team operations. The Analyst maintains accurate client records, coordinates service requests, supports trades and transfers, and collaborates with tax, investment, estate-planning, custodial, and internal teams. The role includes structured training, Series 65 preparation, coaching, and progressive client-service responsibilities through the Analyst Training Program.

Supports financial planning, investment research, portfolio reviews, tax and wealth-transfer analyses, client meeting preparation, recommendations, and client service operations. Maintains accurate client records in Salesforce, coordinates time-sensitive requests such as trades and wire transfers, and collaborates with advisory, tax, investment, and estate-planning teams. Participates in structured training and prepares for the Series 65 examination while developing financial planning, analytical, operational, and client relationship skills.

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.