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The Advisor at Brighton Jones will manage client communications, review portfolios and provide financial recommendations. Key responsibilities include preparing client meeting deliverables, conducting financial analysis, managing trades, and collaborating with internal resources for comprehensive planning.

As a Lead Advisor, you'll act as a Personal CFO for clients, manage their wealth strategies, leverage resources for financial planning, develop community relationships, and represent the firm at events to ensure high client satisfaction.

The Lead Advisor is responsible for client relationships, developing wealth management strategies, and overseeing investment, estate, and tax planning. They lead a service team to ensure client satisfaction and participate in business development efforts, establishing Brighton Jones as a trusted financial advisor.

The Lead Advisor role focuses on managing client relationships and developing comprehensive wealth management strategies. Responsibilities include acting as a Personal CFO, leveraging resources for investment and planning, establishing trust with prospective clients, and leading a service team to ensure high client satisfaction.

Advisors at Brighton Jones manage client communications, provide analytical and operational support for client acquisition, retention, and wealth management strategies. Responsibilities include reviewing portfolios, preparing client deliverables, analyzing financial data, strategizing trades and portfolio rebalances, and mentoring team members.

Lead Advisor position at Brighton Jones in Raleigh - Durham, NC. Responsible for acting as a Personal CFO for clients, delivering exceptional experiences, managing wealth management plans, and cultivating client relationships. Must have a four-year degree and be a CERTIFIED FINANCIAL PLANNER™ (CFP) certified.

Lead Advisor role at Brighton Jones in Chicago, specializing in wealth management planning for clients to align wealth with passions and purpose. Responsibilities include client relationship management, communicating value proposition, expanding community relationships, and leading service team for high client satisfaction.