About this role
Advisor - Dallas at Brighton Jones. Location: Dallas, Texas, United States. Role: manage client, analyze data, lead meetings Requirements: 4+ years in financial planning or wealth management; undergraduate degree; CFP/CPA/CFA/JD required; strong MS Office skills; in-office, full-time; excellent communication and multitasking abilities. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Suite (Excel, Word) Certifications: cfp, cpa, cfa, jd Commitment: Full Time Workplace: Onsite Languages: English