Jobs at Dow Jones
297,045 open positions
Dow Jones, the publisher behind The Wall Street Journal and other flagship financial news platforms, has evolved into a technology-driven media enterprise. It leverages advanced data pipelines, AI-driven content recommendation, and real-time market analytics to deliver high‑quality journalism. Its tech teams power everything from the WSJ’s mobile app to proprietary trading dashboards.
Software engineers, data scientists, product managers, UX designers, security analysts, and DevOps specialists are common hires at Dow Jones. Candidates can expect rigorous technical interviews that test algorithmic thinking, system design, and domain knowledge in finance. The company values cross‑functional collaboration, continuous learning, and a culture that rewards data‑driven decision making.
Checking Dow Jones listings on Job Transparency gives applicants an edge: you see exact salary ranges, employee sentiment scores, and benefit summaries before you apply. This transparent salary data helps you benchmark against market rates, negotiate confidently, and choose roles that align with your career goals.
Digital Product Owner I
Company: Edward Jones
Location: St. Louis, MO
Posted Mar 16, 2024
Edward Jones, a Fortune 500 company, is seeking a Digital Product Owner to support their agile team. The role involves leading a multi-disciplinary product team, aligning strategy to execution, and managing system plans. The company is investing in new technology platforms to improve client experience and is partnering with Envestnet MoneyGuide for digital transformation. The ideal candidate should have a Bachelor's degree in a relevant field, 5+ years of related experience, and exceptional communication skills.
Business Development Specialist - Scottsdale
Company: Brighton Jones
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Mar 15, 2024
<p>Are you ready to make a positive impact on clients colleagues and the global community Do you value commitment curiosity continuous growth compassion community and collaboration<p> <p><br ><p> <p>Join us at Brighton Jones our purpose is to make the world a better place through our clients living richer lives We are the largest RIA in the Pacific Northwest headquartered in Seattle with offices nationwide From the very start we have been an awardwinning organization from countless Best Places to Work awards including Seattle Business Magazines Best Companies to Work for 15 years in a row to national and regional Community Impact awards we pride ourselves in our culture and giving back to our community We are industry leaders and pioneers in financial wellbeing with a focus on helping our clients align their wealth passions and purpose so they can pursue a happier healthier and more fulfilling life<p> <p><br ><p> <p>Our teambased clientcentric approach has fueled our growth over the last 20+ years and were now 250 teammates strong and growing serving more than 4000 clients and advising on over $19 billion+ in assets Every teammate has a path to ownership in the firm Were looking for driven individuals who bring a How can I help attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues Join our OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive<p> <p><br ><p> <p>Take our Values in Action SelfAssessment to see how our values align <p> <p><b>Your Role<b> <p><ul><li>Own the prospect journey eventually prequalifying prospects pipeline integrity assist the team with collection and entry of prospective client information attach relevant notes schedule meetings and assign tasks and create service agreements leveraging Salesforce<li> <li>Create and update business development proposals and presentation materials <li> <li>Provide calendar management and scheduling support as it relates to business development for the team<li> <li>Provide recurring operations sales support and analysis such as developing reports dashboards and ad hoc sales reporting<li> <li>Attend and participate in sales team meetings<li> <li>Coordinate regular weekly or monthly reporting on performance against target as well as activity reports<li> <li>Assist with the coordination and execution of business development events<li> <li>Collaborate with Business Development team members across the country and share best practices with the local team <li> <li>Collaborate with multiple departments for the creation of prospectfacing materials<li> <li>Conduct prospect research using various sources LinkedIn as an example <li> <li>Assist in other special projects as needed <li> <li>This role is an inoffice fulltime and exempt position We are a work from office culture with lots of flexibility<li> <ul><p><b>Your Experience<b> <p><ul><li>Undergraduate degree required Marketing or Business degree preferred<li> <li>Minimum of 3 years professional experience in sales marketing andor sales operations support preferred<li> <li>Commitment to excellence attention to detail strong organizational and communication skills <li> <li>Positive attitude versatility and willingness to work within constantly changing priorities<li> <li>Proven ability to handle multiple projects at the same time while meeting deadlines<li> <li>Selfmotivated starter with the ability to work independently and inside of a team environment <li> <li>Proficient in Excel PowerPoint amp MS Suite<li> <li>Experience interacting with external prospects and supporting internal teammates <li> <ul><p> <p><p><b>Our Company<b><p> <p><span> <span><p> <p>Our OneTeam feels a sense of connection pride and ownership with our mission vision values and objectives We are committed to building a business where 100 of our team members genuinely love where they work and are supported by their colleagues We do this through building authentic relationships with one another supporting each other to continuously learn and grow working hard while having lots of fun and giving back to our community<p> <p><br ><p> <p>We are a team founded on equity and respect and were on a mission to help our clients teammates and global community thrive Brighton Jones is committed to building a team comprised of diverse backgrounds ideas and experiences We actively foster a compassionate and inclusive culture one in which all members of the greater Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential<p> <p><br ><p> <p>To the right individual we offer very competitive compensation benefits package and rewarding career opportunities If youve been reading this job description thinking to yourself this is the place for me include in your cover letter why youre excited to join our growing OneTeam and be sure to describe how the opportunity aligns with your career objectives<p> <p><br ><p> <p>Brighton Jones provides equal employment opportunities EEO to all employees and applicants for employment without regard to race color religion gender sexual orientation gender identity or expression national origin age genetic information disability veteran status or caste 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<p> <p><br ><p> <p><b><u>What To Expect In The Hiring Process<u><b><p> <p><br ><p> <p><b>1 Values in Action SelfAssessment <b> At Brighton Jones we dont just talk about our values we live by them Weve operationalized our values into behaviors and part of the application process includes completing a brief selfassessment on our Values in Action<p> <p><b>2 Initial Interview<b> This 30min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company<p> <p><b>3 Role Alignment<b> Next youll meet with the hiring manager and a peer virtual or inperson to dive deeper into the role responsibilities and your transferrable experiences<p> <p><b>4 Full Loop <b> Youll meet the team in two backtoback interviews with team members youre likely to work with During these conversations well be listening for examples of your technical skills as well as how core values show up in your experience There may also be a writing sample role play hiring or technical assessment depending on the position<p> <p><b>5 Personal Reference Calls<b> In this final step in the hiring process you will be asked to arrange 12 personal reference calls with past managers of our choosing<p> <p><br ><p> <p><b>Whats Next <b> Interviewing is time consuming and stressful and we appreciate you taking the time to get to know us Whatever the final decision well let you know our decision as quickly as we can If this role isnt a good fit we invite you to stay connected and apply again<p> <p><p>
Technical Support
Company: Forrest T. Jones & Company
Location: Kansas City, MO
Posted Mar 18, 2024
The job posting is for a Technical Support role at Forrest T. Jones & Company, Inc. The role involves providing initial response to problems, maintaining and troubleshooting computer systems, and supporting user account information. The ideal candidate should have superior communication skills, in-depth technical knowledge, and a strong desire to deliver quality customer service. The company offers comprehensive benefits and encourages applicants of all ages and experience.
Business Intelligence Analyst
Company: Brighton Jones
Location: Seattle, WA
Posted Mar 19, 2024
Brighton Jones, a leading RIA in the Pacific Northwest, is seeking a Business Intelligence Analyst with 3-5 years of experience. The ideal candidate will collaborate with cross-functional teams to identify opportunities for improvement, drive operational efficiency, and support strategic decision-making processes. The role involves utilizing analytical techniques to interpret complex data sets, developing Power BI dashboards, and providing actionable insights. Brighton Jones is committed to creating an incredible culture where every teammate can thrive, offering competitive compensation, benefits, and career opportunities.
Digital Product Manager I- Expenditure Management-Leader
Company: Edward Jones
Location: St. Louis, MO
Posted Mar 17, 2024
Edward Jones is investing heavily in technology infrastructure and digital initiatives, currently in the test-and-learn phase. They are seeking a Product Manager I for Finance, focusing on sourcing, third-party risk, and expenditure management. The role involves driving priorities, developing an internal product team, and ensuring technology products meet future and current business needs. The ideal candidate should have a Bachelor's degree in a relevant field, 7+ years of experience in processes and technology supporting corporate services, and a Master's degree is preferred. The company values its associates, offering a total compensation approach that includes benefits, bonuses, and profit sharing.
Java Engineer II
Company: Edward Jones
Location: St. Louis, MO
Posted Mar 16, 2024
<p><strong>Opportunity Overview<strong> <p> <p>In 2022 Edward Jones invested $ 1 billion in technology infrastructure digital initiatives and virtual business enablement tools Were currently in the testandlearn phase and are looking for talented motivated professionals that want to be part of this transformational journey Cloudbased architecture and modern technical capabilities will enable us to grow our impact while providing the best client experience possible <p> <p>Technology at Edward Jones is all about relationships with our clients and with each other From that first brainstorm with the product owner to Scrum ceremonies where we celebrate deliverables and prioritize the backlog we work together as a team <p> <p>Technology Digital Account Solutions DAS Develop and support systems for opening and maintaining client accounts The Technology DAS teams build technologies that power our business We are seeking a talented Java software developer to develop maintain and support applications that are at the heart of what we do at Edward Jones We are looking for someone with a mindset for innovation and modernization who will look forward to collaborating with our team and stakeholders to help us build applications that take Edward Jones to the next level <p> <p>We are transforming by embracing technological advancement in containerization nonrelational databases middleware and UI frameworks all on a foundation of triedandtrue technology such as traditional relational databases and mainframes <p> <p>You will work on an agile team made up of developers Quality Analysts Business Analysts and a Product Owner <p> <p><b>What Youll Do<b> <p><ul><li>Responsible for applying business and technical knowledge to provide quality solutions for business and enterprise software needs <li> <li>Build basic business technical and appropriate product knowledge <li> <li>Provide quality solutions for business and enterprise software needs <li> <li>Complete moderately complex program assignments <li> <li>Assist with defining and meeting business requirements <li> <li>Provide system support troubleshoot and resolve system issues including oncall responsibility <li> <li>Develop and maintain new web applications utilizing modern web technologies such as Spring REST React JavaScriptjQuery Unqork Thymeleaf JPA Kubernetes Junit Selenium and SoapUI <li> <li>Work with additional open systems tech such as Kafka MongoDB Oracle DB Spring Boot etc <li> <li>Translate business requirements into system design work directly with business analysts on requirements prepare detailed technical specifications and provide hour or story point estimates <li> <ul><p><strong>EEO Statement<strong> <p> <p>Edward Jones does not discriminate on the basis of race color gender religion national origin age disability sexual orientation pregnancy veteran status genetic information or any other basis prohibited by applicable law <p> <p><strong>Company Description<strong> <p> <p>Join a financial services firm where your contributions are valued Edward Jones is a Fortune 500¹ company where people come first With over 8 million clients and 19000 financial advisors across the US and Canada were proud to be privatelyowned placing the focus on our clients rather than shareholder returns <p> <p>Behind everything we do is our purpose We partner for positive impact to improve the lives of our clients and colleagues and together better our communities and society We are an innovative flexible and inclusive organization that attracts develops and inspires performance excellence and a sense of belonging <p> <p>People are at the center of our partnership Edward Jones associates are seen heard respected and supported This is what we believe makes us the best place to start or build your career <p> <p>View our Purpose Inclusion and Citizenship Report <p> <p>1Fortune 500 published June 2023 data as of December 2022 Compensation provided for using not obtaining the rating <p> <p><strong>Awards and Accolades<strong> <p> <p>At Edward Jones we are building a place where everyone feels like they belong Were proud of our associates contributions to the firm and the recognitions we have received <p> <p>Check out our US awards and accolades Insights amp Information Blog Postings about Edward Jones <p> <p>Check out our Canadian awards and accolades Insights amp Information Blog Postings about Edward Jones <p> <p><strong>Position Requirements<strong> <p> <p><b>What Youll Need<b> <p> <ul><li>Bachelors degree preferred and or equivalent work experience<li> <li>3+ years of Java development experience<li> <li>Open systems development skills such as Java JEE JSP Spring Springboot Spring JPA Rest Json Junit<li> <li>Knowledge of Mongo Docker React Kubernetes and Microservices is a plus<li> <li>Experience with DevOps CICD and or Agile are a plus<li> <li>Provide system support including oncall rotation troubleshooting and resolve complex issues <li> <li>A continuous learner forwardthinking open to new processes and technologies<li> <ul><p><b>What Could Set You Apart<b> <p><ul><li>Knowledge of React Mongo DB2 Linux scripting Mainframe Grafana Azure Agile and the financial services industry is preferred <li> <li>Experience or training in the AGILE project management methodology is a plus <li> <li>Develop and build relationships and build the confidence of stakeholders <li> <li>Develop and execute moderately complex test plans to ensure quality <li> <li>Strong written and verbal communication skills to communicate with technical and nontechnical associates and leaders <li> <li>Complete moderately complex programming assignments <li> <li>Define root causes and correct complex problems with limited guidance <li> <li>Ability to build upon prior knowledge and experience <li> <li>A continuous learner forwardthinking open to new processes and technologies<li> <ul><p><strong>Candidates that live within a commutable distance from our Tempe AZ and St Louis MO home office locations are expected to work in the office three days per week with a preference for Tuesday through Thursday<strong> <p> <p><strong>Salary Information<strong> <p> <p>At Edward Jones we value and respect our associates and their contributions and we recognize individual efforts through a rewards program that promotes a longterm career financial security and wellbeing Visit our career site to learn more about our total compensation approach which in addition to base salary typically includes benefits bonuses and profit sharing The salary range for this role is based on national data and actual pay is based on skills experience education and other relevant factors for a potential new associate<p>
Tech Editor, AI
Company: Dow Jones
Location: San Francisco, CA
Posted Mar 17, 2024
The Wall Street Journal is looking for an experienced journalist to lead their coverage of artificial intelligence in the tech industry. The job requires guiding a team of reporters, delivering high-impact journalism, and playing a vital role in the Journal's San Francisco-based technology bureau.
Software Engineer II
Company: Forrest T. Jones & Company
Location: Kansas City, MO
Posted Mar 18, 2024
<p>Forrest T Jones amp Company Inc and its affiliates FTJ provide insurance and insurance related services to clients corporations employers and individuals These services include providing benefits through innovative life and health insurance plans financial services and customized insurance products for niche markets <p> <p><strong>Position Summary<strong> <p> <p>Responsible for building and maintaining SQL artifacts such as queries stored procedures etc In addition they will develop new API functionality on existing and new applications <p> <p><strong>Expectations<strong> <p> <ul><li>Create new web services as well as debug and improve the existing libraries and frameworks that support web services<li> <li>Translate requirements into a programming language develop system design and programming specifications on assigned projects and implement design standards using a structured methodology<li> <li>Deliver and maintain webbased secure robust and service oriented architectures<li> <li>Deliver highquality systems that meetexceed customer expectations using the full software development lifecycle including analysis design implementation maintenance and planning<li> <li>Conducts detailed design documentation and overall code review<li> <ul><ul><li>Analyze define and document system requirements for data workflow logical processes interfaces with other systems auditing reporting requirements and production configuration<li> <li>Enforces uniform adherence to established standards and procedures for the department Reviews documentation submitted by programmers to ensure conformity to standards<li> <li>Ensure that each data flow has robust audit data validation error handling monitoring and reporting steps to ensure accuracy and completeness of loaded data at all times<li> <li>Provide accurate effort estimates to the Team Lead andor Project Manager and project teams as appropriate<li> <li>Deliver testing support including the design and execution and documentation of test scripts<li> <li>Strong analytical and problemsolving skills<li> <ul><p><strong>Competencies<strong> <p> <ul><li>Skills and handson experience of the following <ul><li>SQL Microsoft SQL Server including experience with CTEs and temporal tables<li> <li>SQL Server Reporting Services SSRS<li> <li>SQL Server Integration Services SSIS <li> <ul><li> <li>Experience with APIs C and NET<li> <li>Experience with Power BI is a plus<li> <li>Experience with cloud platforms such as Azure is a plus<li> <li>Experience with the Insurance industry is a plus<li> <li>Microsoft certifications related to SQL Server and Data are a plus<li> <li>Certification in NET development or related technologies is a plus<li> <ul><p><strong>Requisites<strong> <p> <ul><li>Bachelors Degree or equivalent work experience in Net software development<li> <li>Experience with database technologies such as SQL Server 2 to 3 years<li> <li>MS SQL Server Integration Services SSIS and SQL Server Reporting Services SSRS 1 to 2 years<li> <li>Experience in developing APIs using C and the NET framework 1 to 2 years<li> <li>Strong understanding of RESTful principles and API design patterns 1+ years<li> <li>Knowledge of data integration and ETL solutions 1 year<li> <li>Great understanding of databases and data processing<li> <ul><p>We offer comprehensive benefits to fulltime employees including companypaid medical STD LTD and life insurance plus voluntary dental vision LifeADampD insurance 401k with company matching generous paid time off and much more <p> <p>We encourage applicants of all ages and experience as we do not discriminate on the basis of an applicants age <p> <p>ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK<p>
Department Leader, Firm Strategy
Company: Edward Jones
Location: St. Louis, MO
Posted Mar 18, 2024
Edward Jones is seeking a highly skilled individual to lead the Competitive Insights team and serve as Department Leader, Firm Strategy. The role involves supporting the development of long-term strategy, providing consultative support, conducting thorough analyses, communicating strategic issues, tracking industry trends, leading a team, identifying strategic opportunities, and building industry relationships. The position requires a Bachelor's degree in Accounting, Finance, or Economics, advanced degrees or certifications preferred, 7-10+ years of relevant work experience, prior leadership experience, problem-solving skills, familiarity with financial statements, strong communication skills, and experience in high-impact strategy assignments.
Pricing Specialist- Proprietary Funds
Company: Edward Jones
Location: St. Louis, MO
Posted Mar 17, 2024
Edward Jones is seeking a Fund Valuation Specialist for their Proprietary Funds Valuation and Evaluation team. The role involves overseeing the valuations of Bridge Builder Trust mutual funds and Edward Jones Money Market Fund. Key responsibilities include preparing valuation models, applying valuation methodologies, conducting analysis on diverse portfolios, attending valuation committee meetings, driving onboarding processes, responding to auditor inquiries, and assisting in presentations. The ideal candidate should have 7+ years of related experience in asset management, a degree in accounting, finance, economics, or mathematics, and securities licenses Series 7 and Series 66. Strong analytical and problem-solving skills, ability to communicate complex ideas, and proficiency in creating spreadsheets and reports are required. Candidates should be detail-oriented, able to work independently or in a group, and have a fundamental understanding of mutual fund processes and SEC rules.
Lead Advisor - New Market - Morristown
Company: Brighton Jones
Location: Other US Location
Posted Mar 15, 2024
<p>Are you ready to make a positive impact on clients colleagues and the global community Do you value commitment curiosity continuous growth compassion community and collaboration<p> <p><br ><p> <p>Join us at Brighton Jones our purpose is to make the world a better place through our clients living richer lives We are the largest RIA in the Pacific Northwest headquartered in Seattle with offices nationwide From the very start we have been an awardwinning organization from countless Best Places to Work awards including Seattle Business Magazines Best Companies to Work for 15 years in a row to national and regional Community Impact awards we pride ourselves in our culture and giving back to our community We are industry leaders and pioneers in financial wellbeing with a focus on helping our clients align their wealth passions and purpose so they can pursue a happier healthier and more fulfilling life<p> <p><br ><p> <p>Our teambased clientcentric approach has fueled our growth over the last 20+ years and were now 250 teammates strong and growing serving more than 4000 clients and advising on over $19 billion+ in assets Every teammate has a path to ownership in the firm Were looking for driven individuals who bring a How can I help attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues Join our OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive<p> <p><br ><p> <p>Do you have a passion for helping others Are you naturally curious comfortable working in a teambased environment and committed to exceeding client expectations If so we should talk We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients Were currently looking to expand to Morristown NJ<p> <p> <p> <p>Heres where you come in as part of our mission to help clients colleagues and the global community live a richer life were ready to extend our reach to new markets We want you to embody our culture serving clients and leveraging our centralized client experience marketing business development and operations teams <p> <p><br ><p> <p>Take our Values in Action SelfAssessment to see how our values align <p> <p><b>Your Role<b> <p><ul><li>Acts as a Personal CFO for existing clients where applicable and new clients leads the client relationship delivers an exceptional experience and designs implements and manages the wealth management plan that supports their passions and purpose their Life Plan<li> <li>Leverages internal and external resources to achieve client objectives in such areas as Investment Management Estate Planning Tax Planning Risk Management and General Planning<li> <li>Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor <li> <li>Proactively develops and expands relationships within the community<li> <li>Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team<li> <li>Creates opportunities and represents Brighton Jones at public speaking events including community events industry events etc<li> <li>Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service<li> <p><br ><p> <ul><p><b>What Will Set You Apart<b> <p><ul><li>Candidates must have a fouryear degree and the CERTIFIED FINANCIAL PLANNER™ CFP® designation <li> <li>6+ years in financial andor estate planning related work preferably at a professional financial services company or wealth management firm<li> <li>Expertise in estate tax retirement insurance investment and cash flowcapital needs planning analysis <li> <li>Unquestioned commitment to integrity in personal and professional activities<li> <li>Highly motivated with ability to function well in a fastpaced environment<li> <li>Selfstarter by nature<li> <li>Excellent organizational leadership communication and presentation skills<li> <li>Able to manage heavy workloads and projects many on a timesensitive basis as well as interacting with tightknit team of professionals with a range of financial and tax activities<li> <li>This role is part of an emerging market and will be considered remote until an office space is secured Brighton Jones is a workfromoffice culture with a lot of flexibility This is a fulltime and exempt position<li> <ul><p> <p><p><b>Our Company<b><p> <p><br ><p> <p>Our OneTeam feels a sense of connection pride and ownership with our mission vision values and objectives We are committed to building a business where 100 of our team members genuinely love where they work and are supported by their colleagues We do this through building authentic relationships with one another supporting each other to continuously learn and grow working hard while having lots of fun and giving back to our community<p> <p><br ><p> <p>We are a team founded on equity and respect and were on a mission to help our clients teammates and global community thrive Brighton Jones is committed to building a team comprised of diverse backgrounds ideas and experiences We actively foster a compassionate and inclusive culture one in which all members of the greater Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential<p> <p><br ><p> <p>To the right individual we offer very competitive compensation benefits package and rewarding career opportunities If youve been reading this job description thinking to yourself this is the place for me include in your cover letter why youre excited to join our growing OneTeam and be sure to describe how the opportunity aligns with your career objectives<p> <p><br ><p> <p>Brighton Jones provides equal employment opportunities EEO to all employees and applicants for employment without regard to race color religion gender sexual orientation gender identity or expression national origin age genetic information disability veteran status or caste 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<p> <p><br ><p> <div><u><b>What to expect in the hiring process<b><u><div> <p> <b>1 Values in Action SelfAssessment<b> at Brighton Jones we dont just talk about our values we live by them Weve operationalized our values into behaviors and part of the application process includes completing a brief selfassessment on our Values in Action<p> <p> <b>2 Initial Interview<b> this 30min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company<p> <p> <b>3 Role Alignment<b> next youll meet with the hiring manager and a peer virtual or inperson to dive deeper into the role responsibilities and your transferrable experiences<p> <p> <b>4 Full Loop<b> youll meet the team in two backtoback interviews with team members youre likely to work with During these conversations well be listening for examples of your technical skills as well as how core values show up in your experience There may also be a writing sample role play hiring or technical assessment depending on the position<p> <p> <b>5 Personal Reference Calls<b> in this final step in the hiring process you will be asked to arrange 12 personal reference calls with past managers of our choosing<p> <p> <b>6 Whats Next <b> interviewing is time consuming and stressful and we appreciate you taking the time to get to know us Whatever the final decision well let you know our decision as quickly as we can If this role isnt a good fit we invite you to stay connected and apply again<p> <p><br ><p> <p><p>
Associate Advisor
Company: Brighton Jones
Location: Seattle, WA
Posted Mar 16, 2024
<p>Are you ready to make a positive impact on clients colleagues and the global community Do you value commitment curiosity continuous growth compassion community and collaboration<p> <p><br ><p> <p>Join us at Brighton Jones our purpose is to make the world a better place through our clients living richer lives We are the largest RIA in the Pacific Northwest headquartered in Seattle with offices nationwide From the very start we have been an awardwinning organization from countless Best Places to Work awards including Seattle Business Magazines Best Companies to Work for 15 years in a row to national and regional Community Impact awards we pride ourselves in our culture and giving back to our community We are industry leaders and pioneers in financial wellbeing with a focus on helping our clients align their wealth passions and purpose so they can pursue a happier healthier and more fulfilling life<p> <p><br ><p> <p>Our teambased clientcentric approach has fueled our growth over the last 20+ years and were now 250 teammates strong and growing serving more than 4000 clients and advising on over $19 billion+ in assets Every teammate has a path to ownership in the firm Were looking for driven individuals who bring a How can I help attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues Join our OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive<p> <p> <p> <p>We are looking for our next Associate Advisor In this role Assopciate Advisors are responsible for managing the daytoday responsibilities priorities and workload of their client service teams This includes providing analytical operational and administrative support for the acquisition implementation and ongoing retention of clients<p> <p><br ><p> <p>Take our Values in Action SelfAssessment to see how our values align <p> <p><b>Responsibilities<b> <p><ul><li>Manage the daytoday responsibilities priorities and workload of their client service teams This includes providing analytical operational and administrative support for the acquisition implementation and ongoing retention of clients<li> <li>Timely execution of intraday requests with strict timeframes such as trades wire requests and journals Responsible for initiating requests review and approval Ensures completion within specified timeframes and provides thorough communication to client throughout the process<li> <li>Primary point of contact for custodians around all operational and tactical service matters<li> <li>Gather organize and input client data into the CRM Salesforce manage data accuracy and integrity and keep records current<li> <li>Act as the point person for all client service team inquiries work with team members to ensure all action items are moved forward and completed<li> <li>Work with the team to craft client meeting agenda and prepare deliverables to be presented analyzes client data and develops strategies occasionally attends client meetings ensures all client related action items are communicated and memorialized in the CRM<li> <li>Prepare all standard deliverables related to the delivery of wealth management advice based on input from team members <li> <li>Review current client portfolios and makes investment recommendations in consultation with the team regarding changes based on both asset allocation and location considers both strategic and tactical allocation opportunities to improve return and reduce volatility<li> <li>Provide spreadsheet analysis on an adhoc basis for more advanced financial topics and other specialty requests such as taxloss harvesting stock option and restricted stock inventories and other wealth transfer strategies maintains all recordkeeping related to these activities including cost basis and other position data via portfolio management software<li> <li>Prepare detailed reconciliations of historical cash flows per entity and tenyear forward looking projections <li> <li>Work with Tax Investments and Estate Planning to determine additional levels of detail required for the clients situation<li> <li>Manages tax coordination and execution for clients personal and trust accounts<li> <li>Prepare and process all documentation related to client onboarding implementation and ongoing maintenance <li> <li>Attends client meetings and calls on a consistent basis comfortable running ad hoc calls with clients <li> <li>Prepares standard deliverables related to the delivery of wealth management advice these include the Richer Life Legacy Plan RLLP Family Wealth View Cash Flows and Annual Plans<li> <ul><p><b>Your Experience<b> <p><ul><li>2 4 years of experience in financial planning wealth management or a related industry preferred expected to be current with industry trends terminology and concepts<li> <li>Undergraduate degree required<li> <li>Series 65 or equivalent required within first 120 days of employment<li> <li>Interest in pursuing the CERTIFIED FINANCIAL PLANNER™ CFP® credential in the future<li> <li>Baseline proficiency in Microsoft Office Suite products Word Excel Windows PowerPoint required expected to learn other positionrelated systems on the job<li> <li>Organizational handle multiple client relationships with contending priorities and coordinate team member resources most effectively<li> <li>Delegation increase capacity by managing and delegating tasks to the right level ensure accurate and timely completion<li> <li>Presentation present complex concepts and ideas in a professional persuasive and easily comprehendible way to clients in written and verbal form<li> <li>This role is an inoffice fulltime and exempt position We are a work from office culture with lots of flexibility<li> <ul><p><b>Skills amp Attributes<b> <p><ul><li>Excellent work habits strong organizational skills and the ability to prioritize tasks and manage workflows<li> <li>Exceptional communication skills both written and verbal with clients and coworkers<li> <li>Exceptional interpersonal skills and demonstrated teamwork mentality <li> <li>Must be able to project a capable and trustworthy image<li> <li>Must be a selfstarter and proactively manage workload communications and ownership of tasks<li> <li>Commitment to excellence and high standards<li> <li>Versatility flexibility and a willingness to work within constantly changing priorities with enthusiasm<li> <li>A high degree of personal integrity maturity and acute attention to detail<li> <li>Strong analytical and problemsolving skills<li> <ul><p><b>Compensation<b> <p><ul><li><b>Pay <b>$66000 $95000 per year<li> <p><br ><p> <li><b>Benefits <b>Our benefits package includes but is not limited to health care benefits medicaldentalvision retirement benefits paid time off PTO holiday flexdays summer flexdays companypaid holidays parental leave transportation benefits unlimited volunteer time off professional and personal wellbeing stipend and other fringe benefits<li> <ul><p> <p><p><b>Our Company<b><p> <p><span> <span><p> <p>Our OneTeam feels a sense of connection pride and ownership with our mission vision values and objectives We are committed to building a business where 100 of our team members genuinely love where they work and are supported by their colleagues We do this through building authentic relationships with one another supporting each other to continuously learn and grow working hard while having lots of fun and giving back to our community<p> <p><br ><p> <p>We are a team founded on equity and respect and were on a mission to help our clients teammates and global community thrive Brighton Jones is committed to building a team comprised of diverse backgrounds ideas and experiences We actively foster a compassionate and inclusive culture one in which all members of the greater Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential<p> <p><br ><p> <p>To the right individual we offer very competitive compensation benefits package and rewarding career opportunities If youve been reading this job description thinking to yourself this is the place for me include in your cover letter why youre excited to join our growing OneTeam and be sure to describe how the opportunity aligns with your career objectives<p> <p><br ><p> <p>Brighton Jones provides equal employment opportunities EEO to all employees and applicants for employment without regard to race color religion gender sexual orientation gender identity or expression national origin age genetic information disability veteran status or caste 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<p> <p><br ><p> <p><br ><p> <div><u><b>What to expect in the hiring process<b><u><div> <p> <b>1 Values in Action SelfAssessment<b> at Brighton Jones we dont just talk about our values we live by them Weve operationalized our values into behaviors and part of the application process includes completing a brief selfassessment on our Values in Action<p> <p> <b>2 Initial Interview<b> this 30min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company<p> <p> <b>3 Role Alignment<b> next youll meet with the hiring manager and a peer virtual or inperson to dive deeper into the role responsibilities and your transferrable experiences<p> <p> <b>4 Full Loop<b> youll meet the team in two backtoback interviews with team members youre likely to work with During these conversations well be listening for examples of your technical skills as well as how core values show up in your experience There may also be a writing sample role play hiring or technical assessment depending on the position<p> <p> <b>5 Personal Reference Calls<b> in this final step in the hiring process you will be asked to arrange 12 personal reference calls with past managers of our choosing<p> <p> <b>6 Whats Next <b> interviewing is time consuming and stressful and we appreciate you taking the time to get to know us Whatever the final decision well let you know our decision as quickly as we can If this role isnt a good fit we invite you to stay connected and apply again<p> <p><br ><p> <p><p>