Teams at Brighton Jones

Manage day-to-day client service teams, act as primary client contact, review portfolios, prepare deliverables (CNA, SAA, VFA), recommend strategies, approve trades and rebalances, execute post-meeting actions, coordinate with Tax/Investments/Estate Planning, mentor team members, and maintain CRM and Wealth Management Scorecard.

The Business Development Specialist will support the sales process, manage client information, create proposals, and ensure performance reporting, driving company growth.