Advisor - Minneapolis

Brightonjones; Minneapolis (MN); On-site; USD 80,000 - 130,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

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

Equity ownership opportunities

Paid parental leave

Unlimited Volunteer Time Off

Job summary

Brighton Jones is seeking an Advisor based in Minneapolis, Minnesota. In this role, you will manage day-to-day responsibilities of client service teams, provide analysis and support for clients' financial needs, and ensure thorough communication with clients.

The ideal candidate will have at least 4 years of experience in financial planning and possess a relevant certification such as CFP. A commitment to excellence and strong interpersonal skills are crucial for success in this position.

Qualifications

• 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 required.

Responsibilities

• Manage day-to-day responsibilities of client service teams.
• Act as first point of contact for client communications.
• Review current client portfolios and make recommendations.
• Prepare comprehensive client meeting deliverables.
• Attend and drive client meetings.

Skills

Financial planning

Communication skills

Analytical skills

Interpersonal skills

Organizational skills

Education

Undergraduate degree

Certified Financial Planner (CFP)

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. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community.

About the Role

We are looking for our next Advisor. In this role, Advisors manage the day‑to‑day responsibilities, priorities, and workload of their client service teams, providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients.

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, 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.
• Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances.
• Attends and drives client meetings; owns the 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 levels of detail required for the client's situation.
• Seeks out leadership roles in team and firm projects/assignments.
• Trains, guides, and mentors the team on more 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; 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 the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA).
• Following client approval, works with the team to ensure that all tactical parts of the client implementation are executed timely and accurately.
• Partners with the Associate Advisor to achieve timely execution of intra‑day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time‑frames.
• Manages an in‑office, full‑time, exempt position within a flexible, work‑from‑office culture.

Qualifications

• 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 (Word, Excel, Windows) required; expected to learn other position‑related systems on the job.
• Organized and able to handle multiple client relationships with competing priorities and coordinate team member resources most effectively.
• 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

Pay: $80,000 – $130,000 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.

Benefits

• 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.

Visa Sponsorship

Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Equal Opportunity Employment

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.