Senior Wealth Advisor & Client Strategy Lead

Brighton Jones; St. Louis (MO); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

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

Generous employee referral bonus

Professional development reimbursement

Job summary

Brighton Jones is seeking an Advisor to manage client relationships and provide comprehensive financial planning support. The role involves interacting with clients, preparing meeting deliverables, and leading team projects. Candidates should have experience in financial planning and relevant certifications.

The position requires strong analytical skills and the ability to effectively communicate complex financial strategies. Brighton Jones prides itself on a collaborative work culture and provides robust employee benefits including 100% medical coverage and generous PTO.

Qualifications

• 4+ years of experience in financial planning or wealth management.
• Proficiency in Microsoft Office required; willingness to learn other systems.
• Organized and able to manage multiple client relationships.

Responsibilities

• Act as first point of contact on client communications.
• Review current client portfolios and make recommendations.
• Prepare comprehensive client meeting deliverables.
• Attend and drive client meetings, ensuring execution of actions.

Skills

Excellent work habits

Strong organizational skills

Exceptional communication skills

Strong analytical and problem-solving skills

Education

Undergraduate degree

Certifications such as CFP®, CPA, CFA, or JD

Tools

Microsoft Office Suite

Job description

Brighton Jones is seeking an Advisor to manage client relationships and provide comprehensive financial planning support. The role involves interacting with clients, preparing meeting deliverables, and leading team projects. Candidates should have experience in financial planning and relevant certifications.

The position requires strong analytical skills and the ability to effectively communicate complex financial strategies. Brighton Jones prides itself on a collaborative work culture and provides robust employee benefits including 100% medical coverage and generous PTO.