Top 4 Lead custodian multiple roles available Jobs in Milpitas, Ca

Associate Advisor - Silicon Valley
Brighton Jones —Silicon Valley, CA
- $85,000 - $105,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Strategic Deal Economics Lead, Google Cloud
Google —Sunnyvale, CA
- $140,000 - $205,000 a year
- Full-time
- Office
- Finance
- 8 years
- Paid holidays
- Disability insurance
8d
Tax Director - Digital Assets/Cryptocurrency Experience
BPM LLP —San Jose, CA
- $115,000 - $215,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Office
- Health insurance
- Dental insurance

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Associate Advisor - Silicon Valley

Brighton Jones -
Silicon Valley, CA

Apply Now

Job Details

Full-time
$85,000 - $105,000 a year

Benefits

Paid parental leave
Paid holidays
Health insurance
Dental insurance
Financial planning services
Paid time off
Cell phone reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical
Volunteer time off
Referral program

Qualifications

Customer communication
Spreadsheets
Windows
Data-driven problem-solving
Productivity software

Full Job Description

Ready to make a meaningful impact?

At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.

We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.

We are looking for our next Associate Advisor. In this role, Associate Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients.

Take our Values in Action Self-Assessment to see how our values align!

Your Role:

Manage the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients
Timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals. Responsible for initiating requests, review, and approval. Ensures completion within specified timeframes and provides thorough communication to client throughout the process.
Primary point of contact for custodians around all operational and tactical service matters
Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current
Act as the point person for all client service team inquiries; work with team members to ensure all action items are moved forward and completed
Work with the team to craft client meeting agenda and prepare deliverables to be presented; analyzes client data and develops strategies; occasionally attends client meetings; ensures all client related action items are communicated and memorialized in the CRM
Prepare all standard deliverables related to the delivery of wealth management advice based on input from team members.
Review current client portfolios and makes investment recommendations in consultation with the team regarding changes based on both asset allocation and location; considers both strategic and tactical allocation opportunities to improve return and reduce volatility
Provide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests such as tax-loss harvesting, stock option, and restricted stock inventories, and other wealth transfer strategies; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software
Work with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
Manages tax coordination and execution for clients’ personal and trust accounts.

Your Experience:

2 - 4 years of experience in financial planning, wealth management or a related industry preferred; expected to be current with industry trends, terminology and concepts
Undergraduate degree required
Series 65 or equivalent required within first 120 days of employment
Interest in or currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®)
Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job
Organizational - handle multiple client relationships with contending priorities and coordinate team member resources most effectively
Delegation - increase capacity by managing and delegating tasks to the right level, ensure accurate and timely completion
Presentation - present complex concepts and ideas in a professional, persuasive and easily comprehendible way to clients, in written and verbal form
This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility

Skills & Attributes:

Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows
Exceptional communication skills, both written and verbal, with clients and co-workers
Exceptional interpersonal skills and demonstrated teamwork mentality
Must be able to project a capable and trustworthy image
Must be a self-starter and proactively manage workload, communications, and ownership of tasks
Commitment to excellence and high standards
Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
A high degree of personal integrity, maturity, and acute attention to detail
Strong analytical and problem-solving skills

Compensation:

Pay: $85,000 - $105,000 per year

Ownership & Financial Wellbeing

Fully paid medical, dental, and vision coverage for employees
401(k) with 100% match up to 3% of annual compensation
Equity ownership opportunities for every employee
New Business Incentive Program
Generous employee referral bonus
Cell phone data reimbursement
Financial planning services discount for employees and immediate family members

Time & Flexibility

Minimum 3 weeks PTO starting Day 1
Winter Break, Summer Friday flex-days, and 10 paid holidays
Unlimited Volunteer Time Off plus company grant matching
Heavily subsidized transit

Growth & Development

100% reimbursement for required training, certifications, licensing, and dues
Personal career development plans
Richer Life Business Partner (coaching for all employees)
Mindful Emotional & Social Intelligence training
Annual professional & personal wellbeing stipend

Connection & Community

Quarterly team-building events
Regular social events
Employee-led book clubs, committees, and affinity groups

Family & Milestones

Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
Adoption benefits
Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.

Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.

To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Apply Now

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lead custodian multiple roles available jobs in milpitas, ca

Associate Advisor - Silicon Valley

Strategic Deal Economics Lead, Google Cloud

Tax Director - Digital Assets/Cryptocurrency Experience

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