Client‑Focused Wealth Advisor | Strategy & Leadership

Brighton Jones; Seattle (WA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision

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

Equity ownership opportunities

New Business Incentive Program

Generous employee referral bonus

Transit subsidy

Wellbeing stipend

Professional development support

Job summary

Brighton Jones in Seattle seeks an accomplished Wealth Advisor to lead client engagements, collaborate with Lead Advisor, and deliver comprehensive financial planning to high‑net‑worth clients.

You will review portfolios, prepare CNA/SAA/VFA deliverables, and coordinate with Tax, Investments and Estate Planning while mentoring teammates and ensuring timely execution of client actions.

Qualifications

• 4+ years of experience in financial planning or wealth management
• Undergraduate degree required
• CFP®, CPA, CFA, or JD; Series 65 within 120 days if not held

Responsibilities

• First point of contact on client communications and strategize with Lead Advisor for timely responses
• Review client portfolios and make recommendations in consultation with team
• Prepare comprehensive meeting deliverables (CNA, SAA, VFA) and analyze client data
• Provide spreadsheet analysis on advanced topics (tax loss harvesting, stock options, wealth transfers) and maintain records
• Review, approve, and strategize around trades and portfolio rebalances
• Attend and drive client meetings and execute post‑meeting actions with Analysts
• Collaborate with Tax, Investments, and Estate Planning to meet client needs
• Mentor team on complex planning areas and service delivery

Skills

Client communication

Portfolio analysis

Team leadership

Attention to detail

Time management

Financial analysis

Education

Undergraduate degree required

CFP®, CPA, CFA, or JD designation; Series 65 within 120 days

Tools

Microsoft Office Suite

Job description

Brighton Jones in Seattle seeks an accomplished Wealth Advisor to lead client engagements, collaborate with Lead Advisor, and deliver comprehensive financial planning to high‑net‑worth clients.

You will review portfolios, prepare CNA/SAA/VFA deliverables, and coordinate with Tax, Investments and Estate Planning while mentoring teammates and ensuring timely execution of client actions.