Advisor - Chicago

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

Benefits offered by this job

Medical coverage

401(k) match

Equity ownership

PTO 3 weeks

Transit assistance

Wellbeing stipend

Job summary

Brighton Jones is hiring an Advisor to manage client service teams, provide analytical and operational support, and drive client engagement. The role is fully‑time, exempt, and requires an in‑office presence.

You will lead client meetings, prepare CNA, SAA and VFA analyses, review portfolios, and coordinate with tax, investments, and estate planning teams to implement strategies. Discretionary profit sharing and equity opportunities are available.

Qualifications

• 4+ years of experience in financial planning, wealth management, or a related industry.
• Undergraduate degree required.
• CFP®, CPA, CFA, or JD professional certifications required.
• Baseline proficiency in Microsoft Office Suite (Word, Excel, Windows).

Responsibilities

• Acts as first contact on client communications; strategizes with Lead Advisor for timely responses.
• Reviews client portfolios and makes recommendations in consultation with the team.
• Prepares client meeting deliverables (CNA, SAA, VFA) and analyzes client data.
• Provides spreadsheet analysis on advanced financial topics and maintains records via portfolio software.
• Reviews, approves, and strategizes around trades and portfolio rebalances.
• Leads client meetings and executes post‑meeting actions with Analysts.

Skills

Communication skills

Leadership

Analytical thinking

Team collaboration

Education

Undergraduate degree

Tools

Microsoft Office

Job description

Brighton Jones is hiring an Advisor to manage client service teams, provide analytical and operational support, and drive client engagement. The role is fully‑time, exempt, and requires an in‑office presence.

Roles & Responsibilities

• 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 (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA); 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 via portfolio management software.
• Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances.
• Attends and leads client meetings; owns the execution of post‑meeting actions in conjunction with Analysts.
• Leverages internal and external resources to achieve client objectives in Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning; works with tax, investments, and estate planning teams to determine required details.
• 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 review date; ensures content is accurate and timely.
• Crafts client meeting agenda and determines deliverables to be presented; collaborates with Lead Advisor to define both client strategy and presentation format.
• Prepares and finalizes all standard deliverables based on inputs from team members (CNA, SAA, VFA).
• Works with tax, investments, and estate planning teams to determine additional details required for the client’s situation.
• After client approval, works with the team to ensure timely and accurate execution of all tactical implementation tasks.
• Presents ideas and concepts in an organized and effective manner; attends client meetings and ensures action items are communicated and recorded in the CRM.
• Partners with the Associate Advisor to achieve timely execution of intra‑day requests such as trades, wire requests, and journal entries; initiates and reviews these requests and ensures completion within specified timeframes.
• Manages an in‑office, full‑time, exempt position with a flexible work‑from‑office culture.
• Exhibits excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows.
• Possesses exceptional communication skills, both written and verbal, with clients and coworkers.
• Demonstrates strong interpersonal skills and a teamwork mentality.
• Projects a capable and trustworthy image.
• Self‑starter who proactively manages workload, communications, and task ownership.
• Commits to excellence and high standards.
• Shows versatility, flexibility, and enthusiasm for constantly changing priorities.
• Maintains personal integrity, maturity, and acute attention to detail.
• Possesses strong analytical and problem‑solving skills.

Qualifications

• 4+ years of experience in financial planning, wealth management, or a related industry.
• Undergraduate degree required.
• Professional certifications required: CFP®, CPA, CFA, or JD.
• Baseline proficiency in Microsoft Office Suite (Word, Excel, Windows); expected to learn other position‑related systems on the job.
• Organized and capable of handling multiple client relationships with competing priorities, coordinating team resources effectively.

Compensation & Variable Pay

• 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 upon vesting.

Benefits

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.