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Senior Associate Advisor - Brighton Jones
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- Brighton Jones is one of the nation’s fastest growing RIA’s headquartered in Seattle, Washington.
- Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software
- 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
- Series 65 credential required (or completed within 3 months of hire)
- Brighton Jones is compliant with religious and medical exemptions and will provide reasonable accommodation if the exemption is approved
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