Rising Analyst - Financial Planning & Client Advisory

Brighton Jones; Washington, Northern (District of Columbia, KY); Hybrid; USD 73,000 - 89,000; Full time

Benefits offered by this job

Fully paid health coverage

401(k) with match up to 3%

Equity ownership opportunities

PTO and paid holidays

Transit subsidies

Job summary

Brighton Jones seeks an Analyst to support clients and advisory teams while entering the Analyst Training Program (ATP). You will gain exposure to financial planning, client service, and business operations through coaching and hands-on development opportunities.

This in-office role begins Aug 9, 2027, offering a structured training path, a competitive $81,000 annual salary, and extensive benefits including healthcare, a 401(k) match, equity opportunities, and generous time off.

Qualifications

• Bachelor’s degree in Financial Planning, Finance, Accounting, Business, or Economics.
• Series 65 (or equivalent) or ability to obtain within 120 days of hire.
• Strong interest in pursuing the Certified Financial Planner (CFP) credential in the future.
• Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; learn other position-related systems on the job.

Responsibilities

• Prepare financial planning, investment, and wealth management analyses and deliverables with the advisory team.
• Support portfolio reviews and investment research by gathering data and analyses.
• Coordinate tax planning and implementation activities for clients’ personal and trust accounts.
• Partner with advisory teams to develop and implement client recommendations and maintain records.

Skills

Communication

Analytical thinking

Attention to detail

Client service

Education

Bachelor’s degree in Financial Planning, Finance, Accounting, Business, or Economics

Tools

Salesforce

Microsoft Office

Job description

Brighton Jones seeks an Analyst to support clients and advisory teams while entering the Analyst Training Program (ATP). You will gain exposure to financial planning, client service, and business operations through coaching and hands-on development opportunities.

This in-office role begins Aug 9, 2027, offering a structured training path, a competitive $81,000 annual salary, and extensive benefits including healthcare, a 401(k) match, equity opportunities, and generous time off.