Brighton Jones

Advisor

• Work directly with clients to design, implement, and manage financial plans supporting their “Life Plan”
• Oversee assigned clients and conduct regular dialogue via email and video conference regarding investment objectives, goals, needs, and expectations
• Educate and consult with clients on investment philosophy, market and portfolio performance, and other financial matters
• Communicate understanding of global financial markets, current events, and topical issues and relate them to client investment strategies and Brighton Jones’ investment philosophy
• Organize and input client data into Salesforce CRM and RightCapital; maintain data accuracy, integrity, and current records
• Generate referrals from existing clients and independently
• Drive the sales process with prospective clients to support ongoing growth
• Refer clients with increased wealth complexity to the Personal CFO team
• Support Brighton Jones’ mission by using objectivity, creativity, and passion to help clients, colleagues, and community members “live richer lives”
• Provide teammates with timely, candid, and constructive performance feedback
• Assist with ad-hoc client-support and team-support projects

Lead Advisor