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Associate Advisor - Portland

At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it. 


Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.  


This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic. 


At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives. 


We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.  


Join our #OneTeam of 300+ passionate individuals who bring a "How can I help?" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives. 


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:
  • 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
  • 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.


Your Experience:
  • 1 - 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®) credential in the future
  • 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
  • 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


Our Company


At Brighton Jones, we're building a future for wealth management that's about more than managing wealth. Our #OneTeam is united by a shared commitment to our mission, vision, and values. We believe that when you thrive, we thrive, which is why we've created an environment where every team member can genuinely love their work and feel supported by colleagues.


Diversity enriches our lives and our work. We're committed to fostering an inclusive culture where all members of the Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential. This commitment is woven throughout our business and shapes how we hire, empower our teammates, create learning opportunities, and support our communities. 


At Brighton Jones, you'll have the freedom to be yourself and the support to be your best. If you're excited about redefining wealth management and making a positive impact, we want to meet you. We offer you competitive compensation, excellent (and unique!) benefits, and rewarding career opportunities—including a path to ownership for every teammate. 


In your application, tell us why you're eager to join our growing #OneTeam and how this opportunity aligns with your career objectives and personal values. 


What to Expect in the Hiring Process


1. Values in Action Self-Assessment - At Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into observable behaviors and part of the application process includes completing a brief self-assessment on our Values in Action. 


2. Initial Interview - This 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company. 


3. Role Alignment - Next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences. 


4. Full Loop - You’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening to examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position. 


5. Personal Reference Calls - In this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing. 


6. What’s Next - Interviewing is time-consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again. 


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. 

Average salary estimate

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What You Should Know About Associate Advisor - Portland, Brighton Jones

At Brighton Jones, we're eagerly looking for an Associate Advisor to join our vibrant team in Portland, OR. We pride ourselves on being more than just a wealth management firm; we're a community dedicated to alignment of wealth with personal values, enabling our clients to live more fulfilling lives. As an Associate Advisor, you'll play a pivotal role in managing the daily tasks of our client service teams, ensuring that operations run smoothly and efficiently. From executing intra-day requests to maintaining accurate client data in our CRM system, your organizational skills will shine. You’ll have the opportunity to work closely with experienced advisors, attend client meetings, and contribute to crafting tailored wealth management strategies. With a commitment to continuous growth and teamwork, our unique culture fosters your personal and professional development and supports you in achieving your career aspirations. Your role will encompass everything from client communication to portfolio analysis, empowering you to make thoughtful recommendations based on your insights. If you're curious, passionate, and ready to help clients thrive, Brighton Jones is the perfect place for you. Join our mission to amplify impact and support one another in creating richer lives.

Frequently Asked Questions (FAQs) for Associate Advisor - Portland Role at Brighton Jones
What are the main responsibilities of the Associate Advisor at Brighton Jones?

The Associate Advisor at Brighton Jones will manage the day-to-day responsibilities of client service teams, providing critical analytical, operational, and administrative support. This includes timely execution of client requests, gathering and maintaining client data in the CRM, and collaborating with team members to prepare client meeting deliverables.

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What qualifications do I need to apply for the Associate Advisor position at Brighton Jones?

Applicants for the Associate Advisor role at Brighton Jones are expected to have 1 to 4 years of relevant experience in financial planning or wealth management, along with an undergraduate degree. A Series 65 or equivalent is required within the first 120 days, and an interest in pursuing the CFP® credential is preferred.

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How does Brighton Jones support employee growth for Associate Advisors?

At Brighton Jones, we are committed to personal and professional growth. Our Associate Advisors benefit from programs like MESI Training, opportunities for ownership, and a culture that promotes continuous learning and development. We encourage you to embrace our values which drive each decision we make.

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What is the work environment like for an Associate Advisor at Brighton Jones?

The work environment at Brighton Jones is dynamic and collaborative. As an Associate Advisor, you'll be working in an office-based culture that balances flexibility with team engagement. We prioritize meaningful relationships and a supportive atmosphere that fosters individual contributions toward our shared mission.

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What qualities does Brighton Jones look for in an ideal Associate Advisor?

Brighton Jones values curiosity, compassion, and collaboration in an Associate Advisor. Ideal candidates will demonstrate strong organizational and analytical skills, excellent communication, and a proactive approach to managing their workload. Commitment to our values and a teamwork mentality are also crucial for success.

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Common Interview Questions for Associate Advisor - Portland
What attracted you to the Associate Advisor position at Brighton Jones?

When answering this question, focus on your alignment with the company's mission and values. Talk about specific aspects of the role that excite you, such as the opportunity to impact clients' lives or the supportive work culture that promotes growth.

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How would you manage competing priorities among multiple clients?

Highlight your organizational skills and use of tools like to-do lists or project management software. Discuss your approach to prioritizing tasks based on urgency and importance, and your ability to delegate appropriately while ensuring all aspects are addressed timely.

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Can you describe a time you provided exceptional client service?

Use the STAR method (Situation, Task, Action, Result) to articulate a specific example. Emphasize your ability to listen, understand the client's needs, and exceed their expectations while demonstrating Brighton Jones' commitment to compassion and collaboration.

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What experience do you have with financial planning or wealth management?

Detail your relevant experience and any specific projects or roles you've had in financial planning or wealth management. Discuss key accomplishments and what you learned that aids your understanding of the industry and how it aligns with Brighton Jones' values.

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How do you stay current with industry trends and concepts?

Mention specifics such as attending webinars, reading industry publications, or participating in professional associations. Show enthusiasm for continuous learning and how you plan to bring that knowledge to the Associate Advisor role.

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What does teamwork mean to you in the context of wealth management?

Discuss the importance of collaboration and effective communication in achieving shared goals. Share a personal experience where you contributed to a team effort in a financial context, bringing real value to clients.

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How would you approach preparing for a client meeting?

Outline your process for preparing for client meetings, like gathering relevant data, consulting team members, and preparing materials like agendas or reports. Stress the importance of thorough preparation for delivering valuable insights to the client.

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Describe a challenge you've faced in a previous position and how you overcame it.

Use a specific challenge as an example, detailing the context, your actions, and the positive outcome. This demonstrates problem-solving skills and your ability to adapt and grow—qualities Brighton Jones values in an Associate Advisor.

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How do you ensure data accuracy in client management systems?

Discuss your meticulous approach to data entry and management. Share techniques you use to double-check your work, maintain up-to-date records, and ensure that client information is consistent and reliable, which is crucial for effective wealth management.

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Why do you want to pursue the CERTIFIED FINANCIAL PLANNER™ credential?

Talk about your commitment to professional growth and how obtaining the CFP® aligns with your career goals. Highlight your desire to deepen your expertise and better serve clients at Brighton Jones, importantly underlining the value you will provide.

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Brighton Jones, a wealth management company, provides financial advisory services for individuals and families with substantial wealth and assets in Washington, California, and Arizona. It offers objective advice and analysis services in the areas...

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Full-time, on-site
DATE POSTED
March 5, 2025

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