Associate Advisor

Ready to make a meaningful impact?   At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.   We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.     We are looking for our next Associate Advisor - Analyst. In this role, 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.   Take our Values in Action Self-Assessment to see how our values align! 

Your Role:

• Prepare all standard deliverables related to the delivery of wealth management advice based on inputs from team members.  
• Review  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. 
• Provide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests 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. 
• Work 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. 
• Work with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation. 
• Manages tax coordination and execution for clients’ personal and trust accounts.
• Manage 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. 
• Timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals. Responsible for initiating requests, review, and approval. Ensures completion within specified timeframes and provides thorough communication to client throughout the process.