Family Office - Associate Advisor - Seattle

Ready to make a meaningful impact?   At Brighton Jones, we’re a purpose-drive, 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. In this role, Associate Advisors 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!  Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.  We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.   Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.   To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.  Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. 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.  country: US all locations: [Seattle, WA] commitment: Full-time department: location: Seattle, WA team: Family Office Responsibilities:: 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.  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  Act as the point person for all client service team inquiries; work with team members to ensure all action items are moved forward and completed  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  Prepare all standard deliverables related to the delivery of wealth management advice based on input from team members.  Review current client portfolios and makes investment recommendations in consultation with the 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  Prepare detailed reconciliations of historical cash flows per entity and ten-year forward looking projections  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.  Prepare and process all documentation related to client onboarding, implementation, and ongoing maintenance    Attends client meetings and calls on a consistent basis, comfortable running ad hoc calls with clients  Prepares standard deliverables related to the delivery of wealth management advice; these include the Richer Life Legacy Plan (RLLP), Family Wealth View, Cash Flows and Annual Plans  Your Experience:: 2 - 4 years of experience in financial planning, wealth management or a related industry preferred; expected to be current with industry trends, terminology and concepts  Undergraduate degree required  Series 65 or equivalent required within first 120 days of employment  Interest in pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®), CPA, CFA or JD credential in the future   Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows, PowerPoint) 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  This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility  Skills & Attributes:: Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows  Exceptional communication skills, both written and verbal, with clients and co-workers  Exceptional interpersonal skills and demonstrated teamwork mentality  Must be able to project a capable and trustworthy image  Must be a self-starter and proactively manage workload, communications, and ownership of tasks  Commitment to excellence and high standards  Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm  A high degree of personal integrity, maturity, and acute attention to detail  Strong analytical and problem-solving skills  Compensation:: Pay:  $90,000 - $110,000 per year.    Ownership & Financial Wellbeing Fully paid medical, dental, and vision coverage for employees 401(k) with 100% match up to 3% of annual compensation Equity ownership opportunities for every employee New Business Incentive Program Generous employee referral bonus Cell phone data reimbursement Financial planning services discount for employees and immediate family members   Time & Flexibility Minimum 3 weeks PTO starting Day 1 Winter Break, Summer Friday flex-days, and 10 paid holidays Unlimited Volunteer Time Off plus company grant matching Heavily subsidized transit   Growth & Development 100% reimbursement for required training, certifications, licensing, and dues Personal career development plans Richer Life Business Partner (coaching for all employees) Mindful Emotional & Social Intelligence training Annual professional & personal wellbeing stipend   Connection & Community Quarterly team-building events Regular social events Employee-led book clubs, committees, and affinity groups   Family & Milestones Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent) Adoption benefits Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years