About this role
Advisor - Minneapolis at Brighton Jones. Location: Minneapolis, Minnesota, United States. Role: managing communications, reviewing portfolios, preparing deliverables Requirements: Undergraduate degree required; 4+ years of planning/wealth management experience preferred. CFP, CPA, CFA, or JD required. Proficiency with Microsoft Office (Word, Excel, Windows); strong communication and analytical skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Windows Certifications: cfp, cpa, cfa, jd Commitment: Full Time Workplace: Onsite Languages: English