Brighton Jones Benefits Overview

Supports business development and sales teams by managing prospect journeys, Salesforce pipelines, scheduling, proposals, reporting, dashboards, prospect research, and sales materials. Coordinates cross-functional collaboration, maintains pipeline integrity, tracks performance against targets, and supports revenue growth initiatives while handling multiple priorities.

Provide personalized financial planning and investment guidance to clients, manage ongoing client relationships, maintain accurate CRM and financial planning records, educate clients on markets and portfolios, generate referrals, and support sales growth. The role requires CFP certification, advanced knowledge of financial planning areas, executive compensation expertise, strong communication, and proficiency with eMoney, Salesforce, and Microsoft Office.

Manages client service team priorities and wealth management delivery for high-net-worth clients. Responsibilities include portfolio reviews, investment recommendations, financial planning analyses, trade and rebalance approvals, client meetings, implementation coordination, CRM documentation, and collaboration across tax, investment, estate planning, and risk management functions. The Advisor also mentors team members, maintains planning scorecards, and ensures timely execution of client requests.