About this role
Advisor - Houston at Brighton Jones. Location: Houston, Texas, United States. Role: managing teams, preparing deliverables, attending meetings Requirements: Undergraduate degree required; CFP, CPA, CFA, or JD required; baseline Microsoft Office proficiency; 4+ years industry experience preferred; strong analytical, communication, and teamwork skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Windows, Wealth Management Scorecard (WMS), CRM Certifications: cfp, cpa, cfa, jd Commitment: Full Time Workplace: Onsite Languages: English