Senior Wealth Advisor & Client Strategy Lead

Brightonjones; Newport Beach (CA); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision

401(k) with 3% match

Equity ownership opportunities

New Business Incentive Program

Employee referral bonus

Transit subsidy

Job summary

Brighton Jones in Newport Beach is seeking our next Advisor to join a purpose-driven wealth management team. You will manage day-to-day client service workflows, support acquisition, implementation, and ongoing retention, delivering analytical and operational support.

You will lead strategic client conversations, review portfolios, perform cash needs analyses, asset allocation, and coordinate with tax and estate planning teams.

Qualifications

• 4+ years of experience in financial planning, wealth management or a related industry preferred.
• Undergraduate degree required.
• CFP®, CPA, CFA, or JD required.

Responsibilities

• Acts as first point of contact on client communications; strategizes with Lead Advisor to ensure timely responses.
• Reviews client portfolios and makes recommendations in consultation with team.
• Prepares client meeting deliverables including CNA, SAA, and VFA; analyzes data and evaluates planning strategies.
• Provides spreadsheet analysis for advanced topics (tax loss harvesting, stock options, wealth transfer strategies).
• Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances.
• Attends and drives client meetings; executes post-meeting actions with Analysts.
• Leads collaboration with Tax, Investments and Estate Planning to determine detail needs.

Skills

Client communication

Portfolio reviews

Analytical thinking

Team leadership

Mentoring

CRM proficiency

Multi-client management

Organizational skills

Education

Undergraduate degree

CFP/CPA/CFA/JD required

Tools

Microsoft Office

Job description

Brighton Jones in Newport Beach is seeking our next Advisor to join a purpose-driven wealth management team. You will manage day-to-day client service workflows, support acquisition, implementation, and ongoing retention, delivering analytical and operational support.

You will lead strategic client conversations, review portfolios, perform cash needs analyses, asset allocation, and coordinate with tax and estate planning teams.