Senior Wealth Strategy Advisor

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

Benefits offered by this job

Medical, dental, vision

401(k) with match

Equity ownership

Volunteer time off

Job summary

Brighton Jones seeks a skilled Advisor to manage day-to-day client service team workloads and deliver analytical, operational, and administrative support for client acquisition, implementation, and retention.

The role emphasizes collaborating with Lead Advisor, reviewing portfolios, and delivering strategic planning analyses with advanced financial topics. In-office, full-time role with strong growth potential.

Qualifications

• 4+ years in financial planning or wealth management.
• Undergraduate degree required.
• CFP, CPA, CFA, or JD required.

Responsibilities

• Act as the first point of contact for client communications with timely, thorough responses.
• Review client portfolios and make recommendations in consultation with the Lead Advisor.
• Prepare comprehensive meeting deliverables and analysis, including CNA, SAA, and VFA.

Skills

Client communication

Wealth management

Financial planning

Team leadership

Microsoft Office

Education

Undergraduate degree

CFP/CPA/CFA/JD

Tools

CRM software

Portfolio management software

Job description

Brighton Jones seeks a skilled Advisor to manage day-to-day client service team workloads and deliver analytical, operational, and administrative support for client acquisition, implementation, and retention.

The role emphasizes collaborating with Lead Advisor, reviewing portfolios, and delivering strategic planning analyses with advanced financial topics. In-office, full-time role with strong growth potential.