Strategic Wealth Advisor & Client Strategy Lead

Brighton Jones; Washington; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

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

Equity ownership opportunities

New Business Incentive Program

Employee referral bonus

Transit subsidy

Wellbeing stipend

Job summary

Brighton Jones is seeking a senior Advisor to manage day-to-day client service teams within a wealth management framework. You will support acquisition, implementation, and ongoing client retention with analytical and administrative tasks.

The role emphasizes collaboration with specialists in Investment, Estate, Tax, and Planning, along with mentoring teammates. A strong emphasis on integrity, communication, and delivering fiduciary-grade service is required.

Qualifications

• 4+ years of experience in financial planning or wealth management required.
• Undergraduate degree required.
• CFP®, CPA, CFA, or JD required.
• Proficiency with Microsoft Office; willing to learn other systems.
• Ability to manage multiple client relationships and coordinate team resources.
• This is an in-office, full-time, exempt role.

Responsibilities

• acts as the first contact on client communications and collaborates with Lead Advisor
• reviews client portfolios and recommends strategic and tactical opportunities
• prepares client meeting deliverables like CNA, SAA, and VFA and analyzes data
• performs ad-hoc spreadsheet analysis on topics such as tax loss harvesting and wealth transfers
• reviews, approves, and strategizes trades and portfolio rebalances
• attends client meetings and executes post-meeting actions with Analysts
• works with Tax, Investments, and Estate Planning to refine client detail
• mentors the team on complex planning topics and service delivery

Skills

Communication skills

Organizational skills

Teamwork

Professionalism

Self-motivation

Adaptability

Integrity

Analytical thinking

Education

Bachelor's degree

CFP

CPA

CFA

Juris Doctor (JD)

Job description

Brighton Jones is seeking a senior Advisor to manage day-to-day client service teams within a wealth management framework. You will support acquisition, implementation, and ongoing client retention with analytical and administrative tasks.

The role emphasizes collaboration with specialists in Investment, Estate, Tax, and Planning, along with mentoring teammates. A strong emphasis on integrity, communication, and delivering fiduciary-grade service is required.