Strategic Wealth Advisor – Client Strategy & Delivery

Brighton Jones; Los Angeles (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Robust benefits package

Award-winning culture

Career growth opportunities

Job summary

Brighton Jones is seeking a dedicated Advisor to join their team in Los Angeles, California. The role involves managing client service teams and providing analytical, operational, and administrative support for client acquisition and retention. Candidates should have a strong background in financial planning, with a minimum of 4 years of relevant experience and necessary certifications such as CFP or CPA. The position offers competitive compensation and a robust benefits package, aligned with a purpose-driven culture.

Qualifications

• 4+ years of experience in financial planning or wealth management preferred.
• Ability to handle multiple client relationships effectively.
• Self-starter who can proactively manage workload.

Responsibilities

• Acts as first point of contact for client communications.
• Prepares comprehensive client meeting deliverables.
• Reviews current client portfolios and makes recommendations.
• Maintains all records related to client activities.

Skills

Organizational skills

Communication skills

Analytical skills

Problem-solving skills

Teamwork mentality

Education

Undergraduate degree

Certified Financial Planner (CFP)

Certified Public Accountant (CPA)

Chartered Financial Analyst (CFA)

Juris Doctor (JD)

Tools

Microsoft Office Suite

Job description

Brighton Jones is seeking a dedicated Advisor to join their team in Los Angeles, California. The role involves managing client service teams and providing analytical, operational, and administrative support for client acquisition and retention. Candidates should have a strong background in financial planning, with a minimum of 4 years of relevant experience and necessary certifications such as CFP or CPA. The position offers competitive compensation and a robust benefits package, aligned with a purpose-driven culture.