Senior Wealth Advisor & Client Strategy Lead

Brighton Jones; Los Angeles (CA); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision

401(k) with 100% match up to 3%

Equity ownership opportunities

Wellbeing and development stipends

Job summary

Brighton Jones is seeking a skilled Advisor to manage day-to-day client service and coordinate with the Lead Advisor on investment strategies, planning, and execution. The role emphasizes analytical support, data-driven recommendations, and collaborative client delivery.

You will prepare Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis, while supporting tax planning and estate planning efforts.

Qualifications

• Bachelor’s degree or higher required; CFP/CFA/CPA/JD certifications preferred.
• Strong communication and client service focus.
• Experience in wealth management or financial planning is desirable.

Responsibilities

• Act as the first client contact and coordinate with Lead Advisor on timely responses.
• Review client portfolios and propose strategic and tactical investment opportunities.
• Prepare client meeting deliverables such as CNA, SAA, and VFA; analyze data for planning.
• Provide ad-hoc spreadsheet analysis on tax, stock options, and wealth transfer strategies.

Skills

Communication

Time management

Analytical thinking

Team leadership

Mentoring

Education

Undergraduate degree

CFP, CPA, CFA or JD required

Tools

Microsoft Office

Job description

Brighton Jones is seeking a skilled Advisor to manage day-to-day client service and coordinate with the Lead Advisor on investment strategies, planning, and execution. The role emphasizes analytical support, data-driven recommendations, and collaborative client delivery.

You will prepare Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis, while supporting tax planning and estate planning efforts.