Advisor - Washington DC

Brightonjones; Washington (District of Columbia); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

401(k) with 100% match

Generous PTO including 3 weeks starting Day 1

Paid parental leave

Unlimited Volunteer Time Off

Job summary

Brightonjones in Washington, DC is seeking an Advisor to manage client service teams, providing operational and administrative support. The ideal candidate will have over 4 years in financial planning and experience with client relationships. Responsibilities include portfolio analysis, crafting client meeting agendas, and ensuring client satisfaction.

The position offers competitive annual compensation, variable compensation benefits, comprehensive medical coverage, paid parental leave, and a robust PTO policy.

Qualifications

• 4+ years of experience in financial planning or wealth management.
• Must possess a financial planning certification (CFP, CPA, CFA, JD).
• Baseline proficiency in Microsoft Office products required.

Responsibilities

• Manage client communications and ensure timely responses.
• Review client portfolios and make recommendations.
• Prepare and analyze comprehensive client meeting deliverables.

Skills

Financial Planning

Wealth Management

Communication Skills

Analytical Skills

Microsoft Office Suite

Education

Undergraduate Degree

Certified Financial Planner™ (CFP®)

Certified Public Accountant (CPA)

Chartered Financial Analyst (CFA)

Juris Doctor (JD)

Job description

Role Overview

We are looking for an Advisor to manage the day-to-day responsibilities, priorities, and workload of client service teams. This includes providing analytical, operational, and administrative support for acquisition, implementation, and ongoing retention of clients.

Responsibilities

• Act as the first point of contact on client communications; strategize with Lead Advisor to ensure responses are timely and thorough.
• Review current client portfolios and make recommendations in consultation with the team; proactively consider both strategic and tactical opportunities around investments and other planning areas.
• Prepare comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyze all client data and evaluate potential planning strategies.
• Provide spreadsheet analysis on an ad‑hoc basis for advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies, and risk transfer/management; maintain all record‑keeping related to these activities, including cost basis and other position data via portfolio management software.
• Review, approve, and strategize around trades and portfolio rebalances.
• Attend and drive client meetings; own the execution of post‑meeting actions in conjunction with Analysts.
• Leverage internal and external resources to achieve client objectives in investment management, estate planning, tax planning, risk management, and general planning; work with Tax, Investments, and Estate Planning to determine additional level of detail required for the client's situation.
• Seek out leadership roles in the team and firm projects/assignments.
• Train, guide, and mentor the team on more complex planning areas and strategic intricacies of service delivery and support.
• Maintain all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensure content is accurate, timely, and reviewed periodically.
• Craft client meeting agenda and determine deliverables to be presented; collaborate with Lead Advisor to define both the client strategy and the most effective presentation format.
• Prepare and finalize all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA).
• After client approval, work with the team to ensure tactical parts of the implementation are executed timely and accurately.
• Present ideas and concepts in an organized and effective manner; attend client meetings and effectively present specific planning topics; ensure all client‑related action items are communicated and memorialized in the CRM.
• Partner with the Associate Advisor to achieve timely execution of intra‑day requests with strict timeframes such as trades, wire requests, and journals; initiate these requests and review and approve them; ensure completion within specified time‑frames.

Qualifications

• 4+ years of experience in financial planning, wealth management, or a related industry.
• Undergraduate degree required.
• Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required.
• Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position‑related systems on the job.
• Organized and able to handle multiple client relationships with competing priorities and coordinate team member resources most effectively.
• In‑office, full‑time, exempt position; work from office culture with flexibility.
• 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 willingness to work within constantly changing priorities with enthusiasm.
• High degree of personal integrity, maturity, and acute attention to detail.
• Strong analytical and problem‑solving skills.

Pay

• Competitive annual base compensation.
• Variable compensation: eligible for discretionary year‑end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.

Ownership & Financial Well‑being

• 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.

Equal Employment Opportunity

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.