Financial Planning Analyst in Training

Brightonjones; Washington (District of Columbia); On-site; USD 69,000 - 93,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision

401(k) match up to 3%

Equity ownership opportunities

New Business Incentive Program

Referral bonus

Transit subsidy

Wellbeing stipend

Job summary

Brighton Jones in Washington, DC, is seeking an Analyst to join our ATP. You will gain exposure to financial planning, client service, and operations through structured training, coaching, and hands-on client work.

The role includes completing onboarding, licensing milestones (Series 65 prep), and a clear path to growth within the advisory team. Compensation is $81,000 annually with comprehensive benefits and a collaborative culture.

Qualifications

• Bachelor’s degree in Financial Planning, Finance, Accounting, Business, or Economics.
• Series 65 or ability to obtain within 120 days of hire.
• Strong interest in pursuing the CFP credential in the future.
• Proficiency with Microsoft Office Suite (Word, Excel, Windows).
• Professionalism, integrity, accountability, and sound judgment.
• Clear communication and ability to build trust with clients and teammates.
• Ownership, follow-through, and proactive problem solving.
• Analytical thinking with attention to detail.
• Organizes work and manages multiple priorities reliably.
• Willingness to learn and contribute to team culture.

Responsibilities

• Prepare financial planning, investment, and wealth management analyses with advisory team.
• Support portfolio reviews and investment research by gathering data and identifying opportunities.
• Conduct analyses on tax planning, equity compensation, retirement planning, and wealth transfer while maintaining records.
• Partner with Tax, Investments, Estate Planning, and advisory teams to implement client recommendations.
• Build technical expertise and client service skills through training and real-world work.
• Prepare client meeting agendas, analyze data, develop recommendations, deliverables, and document actions in Salesforce.
• Coordinate tax coordination and implementation activities for personal and trust accounts.
• Track client service priorities and ensure follow-through for a high-quality experience.
• Provide analytical, operational, and client service support throughout the lifecycle.
• Assist with trades, wire transfers, and journals with proper approvals and communication.

Skills

Analytical thinking

Attention to detail

Communication

Professionalism

Ownership & accountability

Microsoft Office

Team collaboration

Client service

Education

Bachelor's degree

Series 65

CFP credential pursuit

Tools

Salesforce

Job description

Brighton Jones in Washington, DC, is seeking an Analyst to join our ATP. You will gain exposure to financial planning, client service, and operations through structured training, coaching, and hands-on client work.

The role includes completing onboarding, licensing milestones (Series 65 prep), and a clear path to growth within the advisory team. Compensation is $81,000 annually with comprehensive benefits and a collaborative culture.