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Full-Time

Associate Advisor

Boston

Confirmed live in the last 24 hours

Brighton Jones

Brighton Jones

51-200 employees

Wealth management and financial planning services

Financial Services

Mid

Boston, MA, USA

Position is onsite in Boston, MA.

Category
Financial Planning and Analysis (FP&A)
Insurance
Finance & Banking
Required Skills
Communications
Management
Salesforce
Mergers & Acquisitions (M&A)
Requirements
  • 2 - 4 years of experience in financial planning, wealth management or a related industry preferred; expected to be current with industry trends, terminology and concepts
  • Undergraduate degree required
  • Series 65 or equivalent required within first 120 days of employment
  • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job
Responsibilities
  • Manage the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients
  • Timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals. Responsible for initiating requests, review, and approval. Ensures completion within specified timeframes and provides thorough communication to client throughout the process.
  • Primary point of contact for custodians around all operational and tactical service matters
  • Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current
  • Act as the point person for all client service team inquiries; work with team members to ensure all action items are moved forward and completed
  • Work with the team to craft client meeting agenda and prepare deliverables to be presented; analyzes client data and develops strategies; occasionally attends client meetings; ensures all client related action items are communicated and memorialized in the CRM
  • Prepare all standard deliverables related to the delivery of wealth management advice based on input from team members.
  • Review current client portfolios and makes investment recommendations in consultation with the team regarding changes based on both asset allocation and location; considers both strategic and tactical allocation opportunities to improve return and reduce volatility
  • Provide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests such as tax-loss harvesting, stock option, and restricted stock inventories, and other wealth transfer strategies; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software
  • Work with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
  • Manages tax coordination and execution for clients’ personal and trust accounts.

Brighton Jones provides wealth management services by acting as a Personal CFO for individuals and families. Their approach includes comprehensive financial planning and management, helping clients align their financial resources with their personal values and life goals. They serve a diverse range of clients, from those with less than $500,000 in assets to those with over $10,000,000, including investors, philanthropists, and families. Brighton Jones differentiates itself from competitors by emphasizing a holistic approach that considers both financial and emotional well-being, going beyond traditional fiduciary advice. Their goal is to help clients thrive by offering tailored financial advice and management services, which include investment management, retirement planning, tax strategies, and estate planning, all while charging fees based on assets under management or fixed service fees.

Company Stage

N/A

Total Funding

N/A

Headquarters

Seattle, Washington

Founded

1999

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Brighton Jones' unique 'Personal CFO' model can attract clients seeking a more personalized and comprehensive financial planning experience.
  • Their holistic approach can lead to higher client satisfaction and retention, as it addresses multiple facets of clients' lives.
  • The firm's ability to serve a wide range of clients, including high-net-worth individuals, provides opportunities for significant revenue growth.

What critics are saying

  • The competitive nature of the wealth management industry requires Brighton Jones to continuously innovate to maintain its unique positioning.
  • Their holistic approach, while a differentiator, may also require more resources and time, potentially impacting scalability.

What makes Brighton Jones unique

  • Brighton Jones positions itself as a 'Personal CFO,' offering a comprehensive and personalized approach to financial planning that goes beyond traditional advisory services.
  • Their holistic approach integrates financial, personal, and emotional well-being, setting them apart from competitors who may focus solely on financial metrics.
  • The firm serves a diverse clientele, from those with modest assets to high-net-worth individuals, allowing them to cater to a broad market segment.