About this role
Associate Advisor - Silicon Valley at Brightonjones. Location: California, United States. Role: managing workload, executing trades, maintaining records Requirements: Undergraduate degree required; 2+ years financial planning or wealth management experience preferred; Series 65 required within 120 days; interest in CFP; proficiency in Microsoft Office and Salesforce; strong communication and analytical skills. Category: Finance and Accounting Seniority: Entry Level Tools: Salesforce, Microsoft Word, Microsoft Excel, Windows Certifications: series 65, cfp Commitment: Full Time Workplace: Onsite Languages: English