Senior Wealth Advisor & Client Strategy Leader

Brightonjones; Town of Florida (NY); On-site; USD 85,000 - 135,000; 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

Referral bonus

Transit subsidy

Job summary

Brighton Jones, a leading wealth advisory firm, is seeking its next Advisor to manage day-to-day client service team responsibilities, delivering analytical, operational, and administrative support for client acquisition, implementation, and retention.

You will prepare client meeting deliverables, review portfolios, and collaborate with the Lead Advisor to define strategy. This role is in-office, full-time, and offers robust benefits and growth opportunities.

Qualifications

• 4+ years of experience in financial planning or wealth management.
• Undergraduate degree required.
• CFP, CPA, CFA, or JD certification required.
• Proficient in Microsoft Office.
• In-office, full-time, exempt position.

Responsibilities

• Manage day-to-day responsibilities and workload of client service teams.
• Provide analytical, operational, and administrative support for client acquisition, implementation, and retention.
• Prepare client meeting deliverables including CNA, SAA, and VFA; analyze data and plan strategies.
• Review client portfolios and make recommendations with the team.
• Execute trades and portfolio rebalances; attend client meetings.
• Collaborate with Tax, Investments and Estate Planning to detail client needs.

Skills

Client service

Team leadership

Analytical skills

Communication

Organization

Education

Undergraduate degree

CFP/CPA/CFA/JD certification

Tools

MS Office

Job description

Brighton Jones, a leading wealth advisory firm, is seeking its next Advisor to manage day-to-day client service team responsibilities, delivering analytical, operational, and administrative support for client acquisition, implementation, and retention.

You will prepare client meeting deliverables, review portfolios, and collaborate with the Lead Advisor to define strategy. This role is in-office, full-time, and offers robust benefits and growth opportunities.