Full-Time

Advisor – Scottsdale

Updated on 5/9/2024

Brighton Jones

Brighton Jones

51-200 employees

Offers personalized wealth management services

Consulting

Senior

Scottsdale, AZ, USA

Required Skills
Communications
Requirements
  • 4 + years of experience in financial planning, wealth management or a related industry
  • Undergraduate degree required
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) credential required
  • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required
Responsibilities
  • Acts as the first point of contact on client communications
  • Reviews current client portfolios and makes recommendations to clients
  • Prepares comprehensive client meeting deliverables
  • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics
  • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances
  • Attends and drives client meetings
  • Trains, guides, and mentors the team on more complex planning areas
  • Maintains all aspects of the Wealth Management Scorecard (WMS)
  • Crafts client meeting agenda and determines deliverables to be presented
  • Presents ideas and concepts in an organized and effective manner

Brighton Jones offers personalized wealth management services that integrate comprehensive planning and investment expertise, grounded in Nobel Prize-winning research, to align individuals' financial resources with their values.

Company Stage

N/A

Total Funding

N/A

Headquarters

Seattle, Washington

Founded

1999

Growth & Insights
Headcount

6 month growth

0%

1 year growth

6%

2 year growth

31%