Wealth Advisor – Client Strategy & Portfolio Leadership

Brighton Jones; Gibsonton (FL); On-site; USD 85,000 - 135,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision

401(k) with full match

Equity ownership opportunities

Wellbeing stipend

Transit subsidy

Job summary

Brighton Jones is seeking a seasoned Wealth Advisor to manage day-to-day client service and portfolio support in a client-focused, office-based environment. You’ll coordinate with the Lead Advisor to deliver timely, thorough responses and drive the strategy across investments, planning, and client goals.

The role emphasizes analytical support, meeting preparation, and collaboration with Tax, Investments and Estate Planning to tailor comprehensive plans for clients.

Qualifications

• 4+ years of experience in financial planning, wealth management or a related industry preferred.
• Undergraduate degree required.

Responsibilities

• Act as the first point of contact on client communications and coordinate with Lead Advisor.
• Review client portfolios and implement strategic and tactical investment opportunities.
• Prepare client meeting deliverables and analysis (CNA, SAA, VFA).
• Support tax planning, estate planning, and risk management with data analysis.

Skills

Financial planning

Client servicing

Communication

Team leadership

Analytical skills

Education

Undergraduate degree

Tools

Microsoft Office

Job description

Brighton Jones is seeking a seasoned Wealth Advisor to manage day-to-day client service and portfolio support in a client-focused, office-based environment. You’ll coordinate with the Lead Advisor to deliver timely, thorough responses and drive the strategy across investments, planning, and client goals.

The role emphasizes analytical support, meeting preparation, and collaboration with Tax, Investments and Estate Planning to tailor comprehensive plans for clients.