Wealth Planning Advisor: Client Strategy & Growth
Brighton Jones
Brighton Jones is seeking an Advisor to manage day-to-day client service activities within wealth management. You will support acquisition, implementation, and ongoing retention of clients, performing analytical and administrative duties to drive comprehensive financial planning. You will analyze client data, prepare deliverables like CNA and SAA, and collaborate with Tax, Investments and Estate Planning teams to tailor strategies. #J-18808-Ljbffr Brighton Jones
Vacancy posted 1 day ago
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