Advisory Associate

An Advisory Associate is an advisor who provides a consistent, high quality client experience by advising family office clients and collaborating with the advisory team to ensure smooth execution on all client-related tasks. Their time will be spent leading and supporting client relationships by coordinating chief investment officer, chief financial officer, and family strategy services.

Duties & Responsibilities Include:

· Facilitating the onboarding of new family office clients, which includes understanding client goals, preferences, risk tolerance, liquidity needs, and the existing portfolio and net worth

· Communicating with clients regularly through proactive and reactive interactions

· Analyzing client situations across financial planning areas, including cash flow and liquidity, insurance, income & estate tax, wealth transfer, family legacy, and philanthropy

· Coordinating and communicating with outside professionals and specialists, as required for complex client situations

· Recommending private investments, if appropriate, based on each client’s investment policy statement and projected liquidity

· Monitoring the overall investment portfolios of the client and coordinating with investment operations where adjustments are needed

· Consistently contributing to the Firm’s business development activity and efforts

· Providing quality control for all client deliverables prepared by the advisory team

An Advisory Associate is the primary or secondary contact for each client relationship and is critical to establishing and maintaining trusted client relationships at Brightside. They will be required to monitor and manage long-term, strategic priorities for the client, while ensuring the day-to-day requirements are met in collaboration with the client team. It will be necessary for the individual to understand, communicate, and apply guidance from the internal teams (Investment Research, Investment Operations, and Advisory) to each client’s particular situation.

Desired Skills and Experience:

· A minimum of 5 years in client service or a related area within financial services

· Deep understanding of financial planning and portfolio management

· Excellent communication and interpersonal skills

· Leadership ability to manage client teams

· Team player who can support cross-functional initiatives across the Firm

· Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility

Qualifications:

· Bachelor’s Degree from an accredited college or university (required)

· Related professional designation or advanced degree (ex. CFP, CPA, MBA etc.) is preferred

Salary and Benefits:

· Pay/benefits are competitive based on industry standards

· Partial and/or full financial support for Professional accreditation/continuing education requirements and other education/training opportunities, if applicable (support amount will be determined by management each year)

About Brightside Partners:

Founded in 2019 and headquartered in Baltimore, MD, Brightside Partners is a multi-family office focused on growing a community where strategic and financial advice changes lives for the better. The Firm currently advises on over $2.4 Billion in assets across approximately 50 client families.

Our primary mission is to partner with our families to help them achieve their goals and live their best lives by cultivating and nurturing deep personal relationships through responsive services and conflict free advice in wealth planning, private investments, and portfolio management.