Wealth Associate Advisor – Client Analytics & Ops

Emploive; Northern (KY); Hybrid; USD 81,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with match up to 3%

Equity ownership opportunities

Paid time off (3 weeks)

Job summary

Brighton Jones is seeking an Associate Advisor - Analyst to support wealth management delivery for client teams. The role focuses on analytical, operational, and administrative tasks to aid acquisition, onboarding, and ongoing client retention.

In-office, full-time position with extensive training, mentorship, and growth opportunities. Strong communication, organization, and numerical skills are essential for success in this role.

Qualifications

• Bachelor’s degree required in a related field.
• Series 65 (or equivalent) or ability to obtain within 120 days of hire.
• Interest in pursuing CFP credential in the future.
• Baseline proficiency in Microsoft Office Suite; learn other systems on the job.

Responsibilities

• Prepare standard deliverables for wealth management advice based on team inputs.
• Review client portfolios and adjust allocations with team input to improve return and reduce volatility.
• Provide ad-hoc financial analysis and wealth transfer strategy support; maintain records and cost basis data.
• Prepare client meeting agendas and deliverables; input data into CRM and ensure action items are tracked.
• Coordinate with Tax, Investments and Estate Planning for detail levels; manage tax coordination for accounts.

Skills

Analytical skills

Communication

Collaboration

Detail-oriented

Ownership

Adaptability

Education

Bachelor’s degree in Financial Planning, Finance, Accounting, Business, or Economics

Tools

Microsoft Office

Job description

Brighton Jones is seeking an Associate Advisor - Analyst to support wealth management delivery for client teams. The role focuses on analytical, operational, and administrative tasks to aid acquisition, onboarding, and ongoing client retention.

In-office, full-time position with extensive training, mentorship, and growth opportunities. Strong communication, organization, and numerical skills are essential for success in this role.