Your Role: - Acts as the central point person for all client service team inquiries; directs team members to ensure all client and BJ action items are moved forward and completed
- Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically
- Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation
- Prepares and finalizes 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 on 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
- Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately
- Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM
- Partners with the Client Service Coordinator to achieve timely execution of intra-day requests with strict time-frames such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames
Your Experience: - Five + years of experience in financial planning, wealth management or a related industry; expected to be current with industry trends, terminology, and concepts
- Undergraduate degree required
- Certified Financial Planner (CFP®) designation preferred
- 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
Our Culture: As a group of individuals that love what we do and enjoy who we work with, we know that the genuine relationships we build with each other positively affect our clients and their experience of working with us. We’re intentional in cultivating a culture that is inclusive, collaborative, and celebrates individual initiative. 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 aligns 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 employees to perform their job duties may result in discipline up to and including discharge. |
