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Jobs · OTHR · Texas

Advisor - Dallas

Brighton Jones · Dallas, TX · 1 wk ago
On-siteOTHRFull-time

Your Role

Acts as the first point of contact on client communications;
Strategizes with Lead Advisor to ensure responses are timely and thorough
Reviews current client portfolios and makes recommendations to clients in consultation with team;
Proactively considers both strategic and tactical opportunities around investments and other planning areas
Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis;
Analyzes all client data and evaluates potential planning strategies
Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning
Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
Sets out for leadership roles in the team and firm projects/assignments
Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support
Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically
Crafts client meeting agenda and determines deliverables to be presented;
Analyzes client data and develops strategies;
Collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation
Presents ideas and concepts in an organized and effective manner;
Attends client meetings and is expected to effectively present specific planning topics;
Ensures all client related action items are communicated and memorialized in the CRM

Responsibilities

  • Reviews current client portfolios and makes recommendations to clients in consultation with team;
  • Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis;
  • Analyzes all client data and evaluates potential planning strategies;
  • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning;
  • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation;
  • Attends and drives client meetings;
  • Owes the execution of post-meeting actions, in conjunction with Analysts;
  • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning;
  • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation;
  • Follows up with clients following client approval, ensuring all tactical parts of the client implementation are executed timely and accurately;
  • Presents ideas and concepts in an organized and effective manner;
  • Attends client meetings and is expected to effectively present specific planning topics;
  • Ensures all client related action items are communicated and memorialized in the CRM

Requirements

  • 4 + years of experience in financial planning, wealth management or a related industry preferred
  • Undergraduate degree required
  • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job
  • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively

Qualifications

  • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows
  • Exceptional communication skills, both written and verbal, with clients and co-workers
  • Exceptional interpersonal skills and demonstrated teamwork mentality
  • Must be able to project a capable and trustworthy image
  • Must be a self-starter and proactively manage workload, communications, and ownership of tasks
  • Commitment to excellence and high standards
  • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
  • A high degree of personal integrity, maturity, and acute attention to detail
  • Strong analytical and problem-solving skills

Skills & Attributes

  • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows
  • Exceptional communication skills, both written and verbal, with clients and co-workers
  • Exceptional interpersonal skills and demonstrated teamwork mentality
  • Must be able to project a capable and trustworthy image
  • Must be a self-starter and proactively manage workload, communications, and ownership of tasks
  • Commitment to excellence and high standards
  • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
  • A high degree of personal integrity, maturity, and acute attention to detail
  • Strong analytical and problem-solving skills

Benefits

  • Competitive annual base compensation
  • Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.
  • Ownership & Financial Wellbeing
    • Fully paid medical, dental, and vision coverage for employees
    • 401(k) with 100% match up to 3% of annual compensation
    • Equity ownership opportunities for every employee
    • New Business Incentive Program
    • Generous employee referral bonus
    • Cell phone data reimbursement
    • Financial planning services discount for employees and immediate family members

Time & Flexibility

  • Minimum 3 weeks PTO starting Day 1
  • Winter Break, Summer Friday flex-days, and 10 paid holidays
  • Unlimited Volunteer Time Off plus company grant matching
  • Heavily subsidized transit
  • Growth & Development
    • 100% reimbursement for required training, certifications, licensing, and dues
    • Personal career development plans
    • Richer Life Business Partner (coaching for all employees)
    • Mindful Emotional & Social Intelligence training
    • Annual professional & personal wellbeing stipend

Connection & Community

  • Quarterly team-building events
  • Regular social events
  • Employee-led book clubs, committees, and affinity groups

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