Wealth Management Advisor — Dallas

Job overview

The Wealth Management Advisor — Dallas role is an in-office, onsite position in Dallas, TX. Compensation is described as competitive annual base compensation, with discretionary year-end profit sharing and restricted equity units; no numeric pay range is specified. Brighton Jones provides wealth management advice to clients and describes its work as helping individuals live richer lives. The Advisor manages day-to-day client service team priorities and supports client acquisition, implementation, and retention through financial analysis, planning recommendations, portfolio oversight, client meetings, and coordinated execution of client actions.

What you'll do

• Serve as a first point of contact for client communications
• review portfolios and develop recommendations with the team
• prepare client meeting analyses and deliverables
• analyze planning strategies and investment opportunities
• review and approve trades and rebalances
• lead client meetings and coordinate follow-up
• collaborate with tax, investment, and estate-planning teams
• mentor team members
• maintain wealth management scorecard records
• coordinate time-sensitive trades, wires, and journals.

What we're looking for

Skills & competencies

wealth management advisor

financial planning

investment management

client service

portfolio analysis

dallas tx

brighton jones

in-office

competitive annual base

profit sharing

restricted equity units

401(k) match

paid parental leave

Work arrangement

• Weekend coverage required

Benefits & perks

• Fully paid medical, dental, and vision coverage
• 401(k) match up to 3%
• equity ownership opportunities
• referral bonus
• at least three weeks of PTO starting day one
• paid holidays
• training and certification reimbursement
• wellbeing stipend
• paid parental leave
• adoption benefits
• and sabbatical at 10 years.

Why this role

The posting requires an undergraduate degree and CFP, CPA, CFA, or JD credential, and prefers four or more years of relevant experience.

About the employer

Brighton Jones is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.