Wealth Strategy Advisor

Brighton Jones; Boston (MA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Paid parental leave

Fully paid medical, dental, and vision coverage

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

Equity ownership opportunities

Generous PTO options

Job summary

At Brighton Jones in Boston, we are looking for a dedicated Advisor to manage client service teams and prepare comprehensive financial analyses. With a strong commitment to client-focused service, you will utilize your 4+ years of experience in financial planning to drive successful outcomes.

The ideal candidate will hold an undergraduate degree and a professional designation such as CFP®. We offer a competitive base compensation ranging from $90k to $140k, along with a robust benefits package including health coverage and paid parental leave.

Qualifications

• 4+ years of experience in financial planning, wealth management or a related industry preferred.
• Baseline proficiency in Microsoft Office Suite products required.
• Must be organized and able to handle multiple client relationships.

Responsibilities

• Acts as the first point of contact on client communications.
• Reviews current client portfolios and makes recommendations.
• Prepares comprehensive client meeting deliverables.

Skills

Financial planning

Client communication

Analytical skills

Organizational skills

Teamwork

Education

Undergraduate degree

CFP®, CPA, CFA, or JD designation

Tools

Microsoft Office Suite

Portfolio management software

Job description

At Brighton Jones in Boston, we are looking for a dedicated Advisor to manage client service teams and prepare comprehensive financial analyses. With a strong commitment to client-focused service, you will utilize your 4+ years of experience in financial planning to drive successful outcomes.

The ideal candidate will hold an undergraduate degree and a professional designation such as CFP®. We offer a competitive base compensation ranging from $90k to $140k, along with a robust benefits package including health coverage and paid parental leave.