The Advisor manages day-to-day responsibilities for client service teams, provides analytical support, reviews client portfolios, prepares meeting deliverables, and mentors junior staff. They ensure timely communication and execution of client strategies in areas including investment management and estate planning.

As an Operations Manager at Brighton Jones, you will support the Regional Managing Director and Senior Lead Advisor with client service operations, schedule client-related activities, manage team experiences, oversee office management, and collaborate with HR on various projects while fostering a culture of engagement and efficiency.

The Associate Advisor - Analyst is responsible for managing day-to-day tasks for client service teams, analyzing client data, preparing wealth management deliverables, and ensuring efficient operations concerning client accounts, including recommendations for changes to portfolios and tax coordination.