Wealth Planning Advisor: Client Strategy & Growth

Brighton Jones LLC

Houston, TX

JOB DETAILS
SKILLS
Administrative Skills, Analysis Skills, Customer Retention/Renewal, Customer Support/Service, Customer/Client Research, Data Analysis, Estate Planning, Financial Planning, Wealth Management
LOCATION
Houston, TX
POSTED
2 days ago

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

About the Company

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Brighton Jones LLC