Wealth Planning Advisor: Client Strategy & Growth

Brighton Jones; Houston (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) match

Equity ownership

Paid time off

Transit benefits

Job summary

Brighton Jones is seeking an Advisor to manage day-to-day client service activities within wealth management. You will support acquisition, implementation, and ongoing retention of clients, performing analytical and administrative duties to drive comprehensive financial planning.

You will analyze client data, prepare deliverables like CNA and SAA, and collaborate with Tax, Investments and Estate Planning teams to tailor strategies.

Qualifications

• 4+ years in financial planning or wealth management
• Bachelor's degree required
• CFP®, CPA®, CFA®, or JD required
• Proficient in Microsoft Office; learn other position-related systems on the job
• Excellent multi-client relationship management and prioritization

Responsibilities

• Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure timely responses
• Reviews client portfolios and recommends strategies in consultation with the team; considers investments and planning opportunities
• Prepares CNA, SAA, and VFA deliverables; analyzes data and evaluates planning strategies
• Provides ad-hoc financial analyses (tax lot harvesting, stock options, trusts) and maintains position data in portfolio software
• Reviews, approves, and strategizes around trades and portfolio rebalances
• Attends meetings and executes post-meeting actions with Analysts
• Collaborates with Tax, Investments, and Estate Planning to detail client needs
• Leads team initiatives and mentors others on complex planning topics
• Maintains Wealth Management Scorecard and ensures data accuracy and timely review
• Presents organized client strategy and ensures action items are memorialized in CRM
• Partners with Associate Advisor for intra-day requests with strict timeframes

Skills

Client relationship management

Financial analysis

Portfolio review

Leadership & mentorship

CRM proficiency

Education

Undergraduate degree

CFP/CFA/JD

Tools

Microsoft Office

CRM software

Job description

Brighton Jones is seeking an Advisor to manage day-to-day client service activities within wealth management. You will support acquisition, implementation, and ongoing retention of clients, performing analytical and administrative duties to drive comprehensive financial planning.

You will analyze client data, prepare deliverables like CNA and SAA, and collaborate with Tax, Investments and Estate Planning teams to tailor strategies.