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Job Description
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
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
Qualifications
Salary and Benefits
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.
Last updated : 2024-05-12
Full Time
$115k-144k (estimate)
04/30/2024
05/17/2024