Senior Wealth Advisor & Client Strategy Lead

Brighton Jones; Los Angeles (CA); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with match up to 3%

Equity ownership opportunities

Generous PTO and holidays

Job summary

Brighton Jones seeks a seasoned Advisor to manage daily client-service activities within our wealth management practice. You will collaborate with Lead Advisor, review portfolios, and prepare comprehensive meeting deliverables to guide strategic planning for high-net-worth clients.

This in-office, full-time role requires CFP/CPA/CFA/JD credentials or equivalent; 4+ years of experience and strong MS Office proficiency. You will mentor junior staff and contribute to team growth and client outcomes.

Qualifications

• 4+ years of experience in financial planning, wealth management or a related industry preferred.
• Undergraduate degree required.
• Certifications: CFP, CPA, CFA, or JD.
• Proficient with Microsoft Office Suite.

Responsibilities

• Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure timely and thorough responses.
• Reviews client portfolios and makes recommendations in consultation with the team; considers strategic and tactical opportunities.
• Prepares client meeting deliverables (CNA, SAA, VFA) and analyzes client data for planning strategies.
• Reviews, approves, and strategizes around trades and portfolio rebalances; supports execution of post-meeting actions.

Skills

Financial planning

Wealth management

Client relations

Analytical ability

Communication

Education

Undergraduate degree

CFP

CPA

CFA

Juris Doctor (JD)

Tools

Portfolio management software

CRM

Microsoft Office

Job description

Brighton Jones seeks a seasoned Advisor to manage daily client-service activities within our wealth management practice. You will collaborate with Lead Advisor, review portfolios, and prepare comprehensive meeting deliverables to guide strategic planning for high-net-worth clients.

This in-office, full-time role requires CFP/CPA/CFA/JD credentials or equivalent; 4+ years of experience and strong MS Office proficiency. You will mentor junior staff and contribute to team growth and client outcomes.