Associate Advisor

Summary

Join Brighton Jones, the largest RIA in the Pacific Northwest, where our purpose is to make the world a better place through our clients living richer lives. We're looking for driven individuals who bring a 'How can I help?' attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues.

Requirements

• 2 - 4 years of experience in financial planning, wealth management or a related industry preferred
• Undergraduate degree required
• Series 65 or equivalent required within first 120 days of employment
• Interest in pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) credential in the future
• Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job

Responsibilities

• Manage the day-to-day responsibilities, priorities and workload of their client service teams
• Provide analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients
• Timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals
• Primary point of contact for custodians around all operational and tactical service matters
• Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current
• Act as the point person for all client service team inquiries; work with team members to ensure all action items are moved forward and completed
• Work with the team to craft client meeting agenda and prepare deliverables to be presented; analyzes client data and develops strategies
• Occasionally attends client meetings; ensures all client related action items are communicated and memorialized in the CRM
• Prepare all standard deliverables related to the delivery of wealth management advice based on input from team members
• Review current client portfolios and makes investment recommendations in consultation with the team regarding changes based on both asset allocation and location
• Considers both strategic and tactical allocation opportunities to improve return and reduce volatility
• Provide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests such as tax-loss harvesting, stock option, and restricted stock inventories
• Maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software
• Work with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
• Manages tax coordination and execution for clients’ personal and trust accounts

Benefits

• Competitive compensation package
• Benefits package