Wealth Advisor & Client Strategy Lead

Brighton Jones; Houston (TX); Sur place; USD 100 000 - 140 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision coverage

401(k) with match

Equity ownership opportunities

New Business Incentive Program

Volunteer time off

Résumé du poste

Brighton Jones, a leading wealth management firm, seeks an Advisor to manage day-to-day client service workloads, support acquisition and retention, and coordinate with specialists across Tax, Investments and Estate Planning. This in-office, full-time role emphasizes analytical planning, data-driven recommendations, and cross-team collaboration.

The ideal candidate holds an undergraduate degree and 4+ years in financial planning, with CFP/CPA/CFA/JD certifications, and strong MS Office skills.

Qualifications

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

Responsabilités

• Serve as first point of contact for client communications and coordinate with Lead Advisor.
• Review client portfolios and propose strategic investment and planning opportunities.
• Prepare comprehensive client meeting deliverables and analyze data.
• Perform ad-hoc financial analysis and maintain records in portfolio systems.
• Review, approve, and strategize trades and portfolio rebalances.
• Attend client meetings and drive post-meeting action items with Analysts.
• Collaborate with Tax, Investments, and Estate Planning for client specifics.
• Mentor team members on complex planning areas and service delivery.

Connaissances

Communication

Analytical thinking

Multitasking

Team collaboration

Client service mindset

Formation

CFP

CPA

CFA

Juris Doctor

Outils

Microsoft Office

Description du poste

Brighton Jones, a leading wealth management firm, seeks an Advisor to manage day-to-day client service workloads, support acquisition and retention, and coordinate with specialists across Tax, Investments and Estate Planning. This in-office, full-time role emphasizes analytical planning, data-driven recommendations, and cross-team collaboration.

The ideal candidate holds an undergraduate degree and 4+ years in financial planning, with CFP/CPA/CFA/JD certifications, and strong MS Office skills.