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As an Administrative Assistant at Brighton Jones, you will oversee daily office operations, provide client service support, and assist senior team members with executive tasks. Responsibilities include managing reception, maintaining office supplies, assisting with client onboarding and documentation, and coordinating meetings and travel arrangements.
As an Associate Advisor Analyst, you'll manage client service teams, providing analytical, operational, and administrative support for wealth management. Responsibilities include preparing deliverables, reviewing portfolios, conducting financial analyses, crafting meeting agendas, and managing client tax coordination across various investments and estates.
The Associate Advisor - Analyst at Brighton Jones will manage client service teams, providing analytical and operational support for client acquisition and retention. Responsibilities include handling trades and wire requests, maintaining data accuracy in CRM, preparing client deliverables, analyzing portfolios, and making investment recommendations in collaboration with the team.
The Executive Assistant will provide comprehensive support to the Senior Lead Advisor, assisting with administrative tasks, project management, and coordination of team events. Responsibilities include managing travel logistics, overseeing onboarding processes, and supporting special initiatives, ensuring maximum effectiveness for the advisor and the team.
The Staff Accountant will be responsible for accounting tasks for multiple legal entities, including journal entries, reconciliations, and banking procedures. They will assist with annual audits, prepare monthly reconciliations, and verify credit card transactions while ensuring effective communication and support for clients and colleagues.
The Advisor is responsible for managing client communications, analyzing portfolios, making investment recommendations, preparing deliverables, and driving client meetings. They train and mentor team members while ensuring client objectives in various financial planning areas are met through collaboration with internal and external resources.
As a Senior Program Manager at Brighton Jones, you'll lead complex strategic projects, developing comprehensive plans with timelines and objectives, monitoring progress, facilitating updates with stakeholders, and managing project budgets. You'll also conduct post-project reviews and drive cross-functional initiatives aligned with company objectives.
Lead Advisor opportunity at Brighton Jones in Charlotte. Serve as a Personal CFO for clients, lead client relationships, develop wealth management plans, communicate value proposition, and cultivate community relationships. Requires CFP certification and a four-year degree.
Lead Advisor role at Brighton Jones in Nashville, focusing on delivering exceptional wealth management services, establishing client relationships, and representing the company at events. Requires CFP® certification and a four-year degree.
The Fund Accountant will manage day-to-day accounting for private markets funds, prepare financial statements and reports, ensure compliance with GAAP, and oversee donor-advised fund accounting activities, including contributions and distributions. This role involves interfacing with fund service platforms and managing the annual audit process.
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