Brighton Jones LLC Looking for Associate Advisor – Dallas at Dallas, Texas Full Time

Brighton Jones is a team that helps our clients, colleagues, and the global community live richer lives. That’s our mission, and why we do everything we do. We are a team that collaborates together to achieve our goals, as we support our clients in reaching theirs. Successful candidates for this role and all roles at Brighton Jones will bring a “how can I help?” attitude and a willingness to do whatever it takes to help our clients and colleagues succeed. We are looking for someone who wants to contribute to and celebrate the success of others and be part of an organization that is a leader in the industry.

Brighton Jones is one of the nation’s fastest growing RIA’s headquartered in Seattle, Washington. Over the past 20 years our team-based approach, relentless focus in evolving our service model, and operational foundation has enabled us to grow 100% organically from a 2 person start up to a 250-person enterprise, helping over 2,000 families and advising on over $8B in assets. We continue our growth as we plan to expand into 30 new markets, grow to 2,000 team members strong, and serve 30,000 clients. Creating and maintaining an incredible culture is our secret sauce and our goal is to make sure each of our teammates loves working here, what they do, who they do it with, and who they do it for.

We are looking for our next Associate Advisor – Senior Analyst. In this role, Senior Analysts are responsible for managing 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.

Your Role:

• 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.
• Prepare and process all documentation related to client onboarding, implementation, and ongoing maintenance
• Attends client meetings and calls on a consistent basis, comfortable running ad hoc calls with clients
• Prepares standard deliverables related to the delivery of wealth management advice; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA)

Your Experience:

• 1 – 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
• Interest in pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) credential in the future
• Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job
• Organizational – handle multiple client relationships with contending priorities and coordinate team member resources most effectively
• Delegation – increase capacity by managing and delegating tasks to the right level, ensure accurate and timely completion
• Presentation – present complex concepts and ideas in a professional, persuasive and easily comprehendible way to clients, in written and verbal form
• This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility

Skills & Attributes:

• Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows
• Exceptional communication skills, both written and verbal, with clients and co-workers
• Exceptional interpersonal skills and demonstrated teamwork mentality
• Must be able to project a capable and trustworthy image
• Must be a self-starter and proactively manage workload, communications, and ownership of tasks
• Commitment to excellence and high standards
• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
• A high degree of personal integrity, maturity, and acute attention to detail
• Strong analytical and problem-solving skills

Compensation Information:

• Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), vacation flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.

We are a company that uses creativity and passion to help our clients, colleagues, and the global community live richer lives. We are a nationally recognized wealth management firm with a strong talent focus.

At Brighton Jones, we are passionate about building a team of people with diverse backgrounds, ideas, and experiences. Varied voices and perspectives make us stronger, and we believe that individuality—your secret sauce! —allows us to be more successful as a group, raise the bar in all that we do, and enables us to better serve our clients and the global community.

Our strong cultural DNA is vital to who we are and the services we provide as a firm. Our MESI program (Mindfulness, Emotional, and Social Intelligence) empowers our employees, clients, and community to be present and act with intention and compassion. Through a growth mindset, we work to inspire, support, challenge, and motivate each other to be the best version of ourselves every day.

To the right individual, we offer a very competitive compensation and benefits package for our industry. If you meet the above requirements, please apply online. In your cover letter, please describe your professional passions and ultimate career objectives.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Brighton Jones expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Brighton Jones’s employees to perform their job duties may result in discipline up to and including discharge.