Wealth Planning Advisor: Client Strategy & Growth

Brighton Jones LLC

  • Houston, TX
  • 4 days ago

    Highlights

    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. You will support acquisition, implementation, and ongoing retention of clients, performing analytical and administrative duties to drive comprehensive financial planning.

    Numbers & Facts

    LocationHouston, TX

    Description

    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

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