Wealth Advisor: Lead Client Strategy & Execution (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

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.