Associate Advisor - San Francisco

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 #One Team 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.

• Prepare all standard deliverables related to the delivery of wealth management advice based on inputs from team members.
• Review current client portfolios and make 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 the team to craft client meeting agendas and prepare deliverables to be presented; analyze client data and develop strategies; occasionally attend client meetings; ensure all client-related action items are communicated and memorialized in the CRM.
• Work with Tax, Investments, and Estate Planning to determine additional levels of detail required for the client's situation.
• Manage tax coordination and execution for clients’ personal and trust accounts.
• Timely execution of intra-day requests with strict time frames such as trades, wire requests, and journals. Responsible for initiating requests, review, and approval. Ensures completion within specified time frames and provides thorough communication to the 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.

• Bachelor’s degree required (preferably in Financial Planning, Finance, Accounting, Business, or Economics)
• Academic success and other internships or work-related…