Advisor - Chicago

Brighton Jones; Chicago (IL); On-site; USD 85,000 - 135,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

401(k) with 100% match up to 3%

Generous PTO starting Day 1

Unlimited Volunteer Time Off

Job summary

A financial planning firm in Chicago is seeking an experienced financial planner to act as the main point of contact for clients, preparing detailed meeting deliverables and leveraging various resources to achieve client objectives. The ideal candidate will have 4+ years in financial planning and possess relevant certifications like CFP or CPA. This position offers a competitive salary range of $85,000 - $135,000, along with comprehensive benefits including fully paid medical coverage and flexible vacation policies.

Qualifications

• 4+ years of experience in financial planning or wealth management.
• Strong proficiency in Microsoft Office products.
• Ability to handle multiple client relationships and prioritize tasks.

Responsibilities

• Acts as the first point of contact on client communications.
• Prepares comprehensive client-meeting deliverables.
• Leverages internal resources to achieve client objectives.

Skills

Organization

Communication

Analytical skills

Interpersonal skills

Education

Undergraduate degree

Certified Financial Planner™ (CFP®)

Certified Public Accountant (CPA)

Chartered Financial Analyst (CFA)

Juris Doctor (JD)

Tools

Microsoft Office Suite

Job description

Ready to make a meaningful impact? At Brighton Jones, we’re a purpose‑driven, client‑focused team committed to helping individuals live richer lives.

Your Role

• Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough.
• Reviews current client portfolios and makes recommendations in consultation with the team, proactively considering strategic and tactical opportunities around investments and other planning areas.
• Prepares comprehensive client‑meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies.
• Provides spreadsheet analysis on an ad‑hoc basis for advanced financial topics such as tax‑loss harvesting, stock‑option and restricted‑stock wealth‑transfer strategies, and risk transfer/management; maintains all record‑keeping related to these activities, including cost basis and other position data via portfolio management software.
• Reviews, approves, and strategizes around trades and portfolio rebalances.
• Attends and drives client meetings; owns execution of post‑meeting actions in conjunction with Analysts.
• Leverages internal and external resources to achieve client objectives in areas such as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning; works with Tax, Investments, and Estate Planning to determine additional detail required for the client’s situation.
• Seeks out leadership roles in the team and firm projects/assignments.
• Trains, guides, and mentors the team on complex planning areas and strategic intricacies of service delivery and support.
• Maintains all aspects of the Wealth Management Scorecard (WMS), including planning‑topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically.
• Crafts client‑meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation.
• Prepares and finalizes all standard deliverables related to wealth‑management advice based on inputs from team members; includes Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA).
• Works with the team to ensure that all tactical parts of the client implementation are executed timely and accurately after client approval.
• Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client‑related action items are communicated and memorialized in the CRM.
• Partners with the Associate Advisor to achieve timely execution of intra‑day requests (trades, wire requests, journals) with strict timeframes; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time‑frames.

Your Experience

• 4+ years of experience in financial planning, wealth management, or a related industry preferred.
• Undergraduate degree required.
• Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required.
• Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position‑related systems on the job.
• Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively.
• This role is an in‑office, full‑time, and exempt position. We are a work‑from‑office culture with a lot of flexibility.

Skills & Attributes

• Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows.
• Exceptional communication skills, both written and verbal, with clients and co‑workers.
• Exceptional interpersonal skills and demonstrated teamwork mentality.
• Must be able to project a capable and trustworthy image.
• Must be a self‑starter and proactively manage workload, communications, and ownership of tasks.
• Commitment to excellence and high standards.
• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
• A high degree of personal integrity, maturity, and acute attention to detail.
• Strong analytical and problem‑solving skills.

Compensation, Benefits, and Perks

• Pay: $85,000 - $135,000 per year.
• Variable Compensation: Eligible for discretionary year‑end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.

Ownership & Financial Wellbeing

• Fully paid medical, dental, and vision coverage for employees.
• 401(k) with 100% match up to 3% of annual compensation.
• Equity ownership opportunities for every employee.
• New Business Incentive Program.
• Generous employee referral bonus.
• Cell phone data reimbursement.
• Financial planning services discount for employees and immediate family members.

Time & Flexibility

• Minimum 3 weeks PTO starting Day 1.
• Winter Break, Summer Friday flex‑days, and 10 paid holidays.
• Unlimited Volunteer Time Off plus company grant matching.
• Heavily subsidized transit.

Growth & Development

• 100% reimbursement for required training, certifications, licensing, and dues.
• Personal career development plans.
• Richer Life Business Partner (coaching for all employees).
• Mindful Emotional & Social Intelligence training.
• Annual professional & personal wellbeing stipend.

Connection & Community

• Quarterly team‑building events.
• Regular social events.
• Employee‑led book clubs, committees, and affinity groups.

Family & Milestones

• Paid Parental leave (13 weeks for birthing parent and 6 weeks for non‑birthing parent).
• Adoption benefits.
• Anniversary milestone celebrations, including a 3‑month paid sabbatical at 10 years.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.