• Tax Manager: https://jobs.lever.co/brightonjones/e4c7a236-3d77-4315-87e9-ebd2c6c740a3?lever-via=nj2q6Mm-PD
• Senior Tax Manager: https://jobs.lever.co/brightonjones/10fb20d5-0fc9-42b7-aaed-7f64974f5c1a?lever-via=nj2q6Mm-PD
• Advisor – Manger: https://jobs.lever.co/brightonjones/bfb476f8-f09e-45d9-9ca9-8390e8efd3c3?lever-via=nj2q6Mm-PD
• Lead Advisor: https://jobs.lever.co/brightonjones/49b8c15d-32f2-4e41-96ec-71830635581d?lever-via=nj2q6Mm-PD

Senior Support Advisor

Position Description

Title: Senior Support Advisor

Location: Scottsdale, AZ

Benefits: Yes

Status: Full time

Date: June 1, 2022

Job Summary

The Senior Support Advisor is an experienced Support Advisor position for someone with an in-depth knowledge of financial planning techniques who will provide technical support for the Principal of the firm. Responsibilities include data gathering, research, plan development, presentation development, attending client meetings, and implementing client strategies. The Senior Support Advisor will participate in client meetings and communicate directly with clients but not as the primary contact or lead advisor.

Duties and Responsibilities

The Senior Support Advisor can expect to focus in the following areas:

·   Gather, organize and synthesize client data within a financial planning context

·   Prepare client financial plans and presentations for review by Lead Advisor

·   Attend client meetings in a technical, supporting and learning role

·   Do follow up work from client meetings and conference calls

·   Communicate with clients to gather information and answer basic questions

·    Research options for client strategies

Qualifications

The Senior Support Advisor position requires the following qualifications:

·   Bachelor’s Degree from an accredited college or university

·   CFP^® and/or other industry designations or advanced degrees

·   Strong knowledge and ability to prepare client schedules in the areas of: Investments, Tax Projections, Estate Planning, Cash Flow, and other planning strategies

·   Proficiency with Excel, Word, PowerPoint and Outlook

·   Detail-oriented, accurate, organized, able to manage numerous tasks, set priorities

·   Strong written and verbal communication skills – must be able to communicate with clients clearly, concisely and confidently

·   Self-starter, takes initiative

·   Team player, collaborative, able to work with and through others

·   Desire/ability to work successfully in a small company environment

·   Must have a passion for personal finance and investing

Salary and Benefits

Pay/benefits are competitive based on industry standards.

·   Salary will be based on experience, financial planning knowledge and expertise

·   Bonus Potential

·   Benefits include STO, PTO, and 401(k), Cash Balance Plan

·   Financial support for continuing education requirements to maintain the CFP^® designation

Contact

·         David Rosenthal

·         Wealth Management Solutions

·         david@wmsus.com

·         480-609-4337

Wealth Management Solutions is an Equal Opportunity Employer

SUJAY KOLPURU

9858 E Gray Rd

Scottsdale, AZ, 85260

(480) 773-0927

sujay.kolpuru@gmail.com

 

Career Objective

Quality-oriented high school student (3.9 GPA) with 2+ years of hands-on experience and a proven knowledge of entrepreneurial leadership and financial management. Aspiring to take advantage of these abilities to successfully fill a beginning role at your company. Frequently praised as hard-working by my peers, I can be relied upon to help your company achieve its goals and grow.

Experience

 

Bricks4Less                                                                                                                          Scottsdale, AZ

Founder & Executive Officer                                                                                   Nov 2021 - Present

·      Operates a small e-commerce business for the sale of technical block sets for teens and adults.

·      Learned how to take advantage of Amazon and Ebay e-commerce platforms.

·      Organized connections with suppliers based overseas.

·      Generated a logistic plan for supplier fulfilled product management.

 

Master Society                                                                                                                     Scottsdale, AZ

Founder & Executive Chairman                                                                             Dec 2020 - Present

·      Instituted and chaired this society to manage all extracurricular programs at Basis Scottsdale.

·      Created the society's website ,which is used to facilitate the communication between the school administrators, student leaders, and students.

·      Implemented student to student "coffee" chats that give high school students a better chance to choose an extracurricular that they are truly passionate in.

 

Finance and Economics Club                                                                                          Scottsdale, AZ

Treasurer                                                                                                                 Dec 2021 - May 2022

·      Managed money for the club and participated in competitions, such as Wharton's Youth Investment Competition, Young Investor Society's Global Stock Pitch Competition, and the National Economics Challenge.

 

Model UN (MUN)                                                                                                              Scottsdale, AZ

President                                                                                                                 Nov 2021 - May 2022

·      Managed and taught over 35 delegates who participated in competitions across the country.

·      Controlled the club's budget through appropriations for conferences, hotels, and flights.

·      Led the school to win at Mesa Community College Model UN conference and Arizona State University Model UN conference.

Education

Basis Scottsdale                                                                                                           Scottsdale, AZ

High School Diploma (Expected graduation May 2024)

·      GPA: 3.9

·      Awards & Honors: Distinguished Scholar,

·      Extracurricular Activities: National Honor Society (NHS), Jazz Band, Tennis Team, Tri-M Music Honor Society,

Additional Skills

·      UI/UX and Web Design

·      Digital Marketing

·      Budget Management

Certifications

·      Certified Young Investment Analyst

FPA is seeking a Group Membership Manager to take responsibility for impacting the growth of group membership and will solely focus on recruitment initiatives utilizing FPA’s membership concierge services. This position will report to the Director, Member Engagement and plays a critical role within the organization’s member experience department. The ideal candidate will have a history of success growing membership, a positive, can-do attitude and is passionate about delivering top notch customer service.   Position can be fully remote.

See the job placement ad on ASAE’s job board here: https://careerhq.asaecenter.org/jobs/16143955

Lead Advisor - Scottsdale

SCOTTSDALE /

CLIENT SERVICE /

FULL-TIME

APPLY FOR THIS JOB

Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? Brighton Jones is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients. In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy.  A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives. Our Lead Advisors embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.  

 

Who are we? Brighton Jones is one of the nation’s fastest growing RIA’s headquartered in Seattle, Washington. Over the past 20 years our team-based approach, relentless focus in evolving our service model and operational foundation has enabled us to grow 100% organically from a 2 person start up to a 200-person enterprise, helping over 2,000 families and advising on over $8B in assets. Creating and maintaining an incredible culture is our secret sauce and our goal is to make sure each of our teammates loves working here, what they do, who they do it with, and who they do it for. 

Your Role

Your Experience

At Brighton Jones, we like to win. For us winning means continuous improvement - as individuals, as teams, and as a company. Everyone at Brighton Jones commits to developing the skills of curiosity, open-mindedness, vulnerability, empathy, and compassion in order to respond more thoughtfully to life and to create a culture of continuous improvement. Our Mindfulness-based Emotional and Social Intelligence (MESI) gives us a foundation of practices and a shared language to develop these skills. When we master these skills we not only win, we Live a Richer Life.

 

Our Team Personality is:

• Genuine: Our unquestioned commitment to integrity is reflected in all our personal and professional activities.

 

• Focused: We work together to manage heavy workloads and time-sensitive projects. We thrive in a fast-paced environment that fosters continued growth and development.

 

• Approachable: We enjoy interacting with each other and our clients, always projecting a professional, friendly, and capable image in everything we do.

 

• Invested: Our commitment to our clients and each other means that we are willing to maintain a flexible schedule to address cyclical work periods.

 

• Driven: We possess sound judgment, initiative, and decision-making skills. We anticipate problems, determine the appropriate level of response, and act accordingly.

 

Our Team Pillars are:

• Compassion
• Commitment
• Community
• Collaboration
• Continuous Growth
• Curiosity

  

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

 

Brighton Jones expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Brighton Jones’s employees to perform their job duties may result in discipline up to and including discharge.

To apply:

https://jobs.lever.co/brightonjones/49b8c15d-32f2-4e41-96ec-71830635581d/apply

Senior Associate Advisor - Scottsdale

SCOTTSDALE /

CLIENT SERVICE /

FULL-TIME

APPLY FOR THIS JOB

Brighton Jones is a team that helps our clients, colleagues, and the global community live richer lives. That’s our mission, and why we do everything we do. We are a team that collaborates together to achieve our goals, as we support our clients in reaching theirs. Successful candidates for this role and all roles at Brighton Jones will bring a “how can I help?” attitude and a willingness to do whatever it takes to help our clients and colleagues succeed. We are looking for someone who wants to contribute to and celebrate the success of others, and be part of an organization that is a leader in the industry.

 

Brighton Jones is one of the nation’s fastest growing RIA’s headquartered in Seattle, Washington. Over the past 20 years our team-based approach, relentless focus in evolving our service model, and operational foundation has enabled us to grow 100% organically from a 2 person start up to a 180 person enterprise, helping over 2,000 families and advising on over $8B in assets. We continue our growth as we plan to expand into 30 new markets, grow to 2,000 team members strong, and serve 30,000 clients. Creating and maintaining an incredible culture is our secret sauce and our goal is to make sure each of our teammates loves working here, what they do, who they do it with, and who they do it for.

 

YOUR ROLE:

YOUR EXPERIENCE:

At Brighton Jones, we like to win. For us winning means continuous improvement - as individuals, as teams, and as a company. Everyone at Brighton Jones commits to developing the skills of curiosity, open-mindedness, vulnerability, empathy, and compassion in order to respond more thoughtfully to life and to create a culture of continuous improvement. Our Mindfulness-based Emotional and Social Intelligence (MESI) gives us a foundation of practices and a shared language to develop these skills. When we master these skills we not only win, we Live a Richer Life.

 

Our Team Personality is:

• Genuine: Our unquestioned commitment to integrity is reflected in all our personal and professional activities.

 

• Focused: We work together to manage heavy workloads and time-sensitive projects. We thrive in a fast-paced environment that fosters continued growth and development.

 

• Approachable: We enjoy interacting with each other and our clients, always projecting a professional, friendly, and capable image in everything we do.

 

• Invested: Our commitment to our clients and each other means that we are willing to maintain a flexible schedule to address cyclical work periods.

 

• Driven: We possess sound judgment, initiative, and decision-making skills. We anticipate problems, determine the appropriate level of response, and act accordingly.

 

Our Team Pillars are:

• Compassion
• Commitment
• Community
• Collaboration
• Continuous Growth
• Curiosity

  

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

 

Brighton Jones expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Brighton Jones’s employees to perform their job duties may result in discipline up to and including discharge.

To Apply:  https://jobs.lever.co/brightonjones/bfb476f8-f09e-45d9-9ca9-8390e8efd3c3/apply

PORTFOLIO MANAGER | INVESTMENT SPECIALIST: 

Build and manage investment strategies.
Determine a client's appropriate level of risk based on the client's time horizon, risk preferences, return expectations, and market conditions. 
Maintain an in-depth understanding of market conditions, trends, and overall economic outlook. Keep up with relevant investment and trade news. Understand market conditions and domestic and global developments that may impact client account balances or future investments.
Preserve client relationships through regular contact with investor clients regarding market conditions, updated investment research, and economic trends to help sustain and grow our book of business. Meet with clients on at least an annual basis to ensure investment objectives have not shifted and current portfolio allocations are still in line with clients' initial requests.
Make timely changes to a portfolio that is no longer in line with initial investment objectives or allocation guidelines.
Ensure compliance with NM and industry rules regarding investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.  
High degree of efficiency in data interpretation and enjoys research and analysis.
In-depth understanding of financial markets, economics, and portfolio theory.
Customer-focused, with a desire and ability to communicate frequently with clients regarding their accounts and investment performances.
Continually prospect for new clients while maintaining strong relationships with our current investors. Develop and implement investment strategies for our clients with focus on the analytical side of investing to support our sales objectives.
Compensation increases paid as client base grows and as investment accounts perform well.

Qualifications:

Undergraduate degree in finance preferred, or business or economics.

Experience in the financial services or investment field, with a focus on providing portfolio recommendations to clients or in-depth financial or market analysis. 
One or more investment-related industry designations or certifications such as: CFP | ChFC | CFA | FRM

Series 7 and 63 certifications are required.

Submit resume to:

Radden@RaddenEducation.com 

Client Service Associate Scottsdale Quarter HQ (north Scottsdale) needed for high paced, rapidly growing investment management firm

Description:

The Client Service Associate (CSA) role is a support position providing dedicated operational support to multiple Financial Advisors (FAs) across multiple states. This includes involvement in day-to-day office initiatives in addition to the businesses of the particular FAs. For established clients, the CSA will often serve as the most frequent point of contact.

A successful candidate will possess impeccable attention to detail, as well as the ability to develop and maintain collaborative relationships both internally and with external clients. Demonstrated passion for delivering exceptional client service. The ability to multitask, prioritize tasks and identify when to escalate issues.

CSA will work under direct supervision of assigned Team Leader. Candidate will have ability to take direction and be coachable. Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines.

Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and Microsoft Outlook. General comfort level with Internet/Intranet usage and ability to learn proprietary software and databases.

Candidate must pass a background check.

Duties

• ·         Answer in-bound phone and e-mail inquiries
• ·         Professionally manage greeting clients, prospects and vendors

• Responsible for the onboarding of clients, from the initial setup to the completion of transfer of assets to fund the accounts
• Responsible for communication with clients who have inquiries including research and troubleshooting of client administrative questions

• ·         Excellent communication skills both written and verbal and ability to interact with both clients and advisors in a professional manner
• ·         Responsible for assisting Advisors in their daily servicing of their clients

Skills Required

• ·         Intermediate to advanced computer skills

• Excellent oral & written communications skills
• High level of confidentiality and professionalism
• Strong organizational and time management skills
• High level of attention to detail and accuracy
• Share a passion for excellence
• Accountability
• Demonstrate a positive attitude in all that you do
• Live a team culture
• Due to the confidential nature of the activity involved with this position, the individual will be expected to perform these duties with a high degree of professionalism & responsibility

Education & Experience

• ·         Associates or Bachelor’s degree preferred, but not necessary
• ·         Three years related work experience demonstrating outlined duties and skills

We are willing to train the right candidate.  We offer a competitive salary, benefits and vacation package.  

Please send resume and cover letter to:  

William Cerynik, Director of Advisor Development and Services

email:   wcerynik@at-pw.com

This position will combine associate advisor and paraplanner responsibilities with a career path of an advisor. This position will support the firm’s lead advisors in serving current client needs on a day-to-day basis. In addition, the position will play a critical role with new and prospective clients using our discovery process to quantify the value we can offer above and beyond their current situation. We strive to surprise and delight our clients. Along with all teammates, you will find unique ways to deliver on that goal.   Core Responsibilities: Develop and update financial plans for current and new clients. Be comfortable conversing with clients and participating in client planning dialogs. Document meeting notes and tasks as a result of client meetings, assuring we deliver on all tasks we promise to deliver on. Use analytical capacity to determine and recommend solutions in advanced areas such as retirement planning, tax-efficient distribution planning and investment strategies, social security claiming strategies, employer stock and option planning, deferred compensation planning, pension analysis, estate planning, insurance review and analysis, tax loss harvesting, etc. Use tax background to address tax specific questions for clients, and work with the firm's other advisors to formulate solutions. Excellent verbal and written communication skills. Work with other team members to evaluate/lead new firm-wide strategic initiatives. Promote a culture of compliance by following and enforcing firm policies and procedures and all applicable compliance rules and regulations. Actively participate in industry/community organizations.

Education/Experience/Technical Qualifications: Bachelor’s degree minimum; Graduate degree preferred. CFP® or CPA certification preferred (Required within 24 months of hire). Minimum of 3 years of financial planning and/or investment advisor experience with direct client responsibilities. Series 65 securities registration required (or completed within 6 months of hire). Knowledge and experience with financial planning software Emoney, VEO One, Morningstar Office, Redtail, iRebal Highly analytical and proficient in Microsoft Excel. Track record of establishing and maintaining successful interpersonal relationships.

NOTES:

Additional Salary Information: Depending upon experience

Internal Number: 1

About Eaton-Cambridge Inc.

At Eaton-Cambridge our goal is to help you gain clarity and confidence around your financial goals, so that together, we can build a Bright and Confident Future for you and your family.

To Apply:  https://www.linkedin.com/search/results/people/?company=Eaton-Cambridge%20Inc.&sid=%3BT3 and "Message Marc Giannone