Senior Wealth Advisor & Client Strategy Lead
Brighton Jones
Brighton Jones seeks a seasoned Advisor to manage daily client-service activities within our wealth management practice. You will collaborate with Lead Advisor, review portfolios, and prepare comprehensive meeting deliverables to guide strategic planning for high-net-worth clients. This in-office, full-time role requires CFP/CPA/CFA/JD credentials or equivalent; 4+ years of experience and strong MS Office proficiency. You will mentor junior staff and contribute to team growth and client outcomes. #J-18808-Ljbffr Brighton Jones
Vacancy posted 18 hours ago
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