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:
- Prepare various deliverables which directly support client retention and acquisition; prepare and process all documentation related to client onboarding, implementation and on-going maintenance
- Timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified timeframes
- 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
- Acts as the point person for all client service team inquiries; work with team members to ensure all action items are moved forward and completed
- Works 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
- Prepares all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA)
- Reviews current client portfolios and makes recommendations in consultation with team regarding changes based on both asset allocation and location; considers both strategic and tactical allocation opportunities to improve return and reduce volatility
- Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics 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
- Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
YOUR EXPERIENCE:
- 1 - 3 years of experience in financial planning, wealth management or a related industry preferred
- Undergraduate degree required
- Series 65 (or equivalent) or ability to obtain within 90 days of hire
- Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job
- Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively
- This role is considered full-time and exempt
- 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 Team Personality is:
- Genuine: Our unquestioned commitment to integrity is reflected in all our personal and professional activities.
- Focused: We work together to manage heavy workloads and time-sensitive projects. We thrive in a fast-paced environment that fosters continued growth and development.
- Approachable: We enjoy interacting with each other and our clients, always projecting a professional, friendly, and capable image in everything we do.
- Invested: Our commitment to our clients and each other means that we are willing to maintain a flexible schedule to address cyclical work periods.
- Driven: We possess sound judgment, initiative, and decision-making skills. We anticipate problems, determine the appropriate level of response, and act accordingly.
- Compassion
- Community
- Collaboration
- Continuous Growth
- Curiosity
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.
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.
