Teams at Brighton Jones

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.

Supports financial planning, investment, and wealth management analyses; prepares client meeting materials and recommendations; assists with tax coordination, portfolio reviews, trades, transfers, journals, and account servicing. Maintains accurate client data in Salesforce and other systems while coordinating advisory team priorities. The role includes structured training, coaching, licensing preparation, and progressive client-service responsibilities through the Analyst Training Program.