Senior Wealth Planning Advisor

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

Benefits offered by this job

Competitive compensation

Robust benefits package

Opportunities for career growth

Job summary

Brighton Jones in Washington, DC seeks a Financial Planner to act as the primary contact for client communications and manage comprehensive client strategies. The ideal candidate should have over 4 years of industry experience and relevant certifications (CFP, CPA, CFA, or JD). This full-time in-office position offers competitive compensation and a robust benefits package. Exceptional organizational and communication skills are essential for success in this role.

Qualifications

• 4+ years of experience in financial planning, wealth management or a related industry preferred.
• Must be organized and able to handle multiple client relationships with contending priorities.

Responsibilities

• Acts as the first point of contact on client communications; strategizes with Lead Advisor.
• Prepares comprehensive client meeting deliverables including Cash Needs Analysis.
• Attends and drives client meetings; owns the execution of post-meeting actions.

Skills

Excellent work habits

Organizational skills

Communication skills

Interpersonal skills

Analytical skills

Problem-solving skills

Education

Undergraduate degree

CFP, CPA, CFA, or JD certification

Tools

Microsoft Office Suite

Job description

Brighton Jones in Washington, DC seeks a Financial Planner to act as the primary contact for client communications and manage comprehensive client strategies. The ideal candidate should have over 4 years of industry experience and relevant certifications (CFP, CPA, CFA, or JD). This full-time in-office position offers competitive compensation and a robust benefits package. Exceptional organizational and communication skills are essential for success in this role.