Senior Wealth Strategy Advisor

Brighton Jones; Minneapolis (MN); On-site; USD 80,000 - 130,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

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

Generous PTO and paid parental leave

Job summary

Brighton Jones in Minneapolis is searching for an Advisor to manage client relationships and offer tailored financial planning. This on-site role involves strategic collaboration to deliver wealth management advice and maintain client trusts.

The ideal candidate will possess financial planning experience, relevant certifications, and strong analytical skills. Brighton Jones fosters a supportive work environment, emphasizing collaboration, with competitive compensation and comprehensive benefits.

Qualifications

• 4+ years of experience in financial planning or related industry.
• Ability to manage multiple client relationships effectively.
• Proficient in Microsoft Office Suite required.

Responsibilities

• Acts as the first point of contact for client communications.
• Prepares comprehensive client meeting deliverables.
• Analyzes client data and develops strategies.

Skills

Financial planning

Wealth management

Analytical skills

Communication skills

Organizational skills

Education

Undergraduate degree

Certified Financial Planner™ (CFP®)

Certified Public Accountant (CPA)

Chartered Financial Analyst (CFA)

Juris Doctor (JD)

Tools

Microsoft Excel

Microsoft Word

Job description

Brighton Jones in Minneapolis is searching for an Advisor to manage client relationships and offer tailored financial planning. This on-site role involves strategic collaboration to deliver wealth management advice and maintain client trusts.

The ideal candidate will possess financial planning experience, relevant certifications, and strong analytical skills. Brighton Jones fosters a supportive work environment, emphasizing collaboration, with competitive compensation and comprehensive benefits.