Wealth Advisory Associate & Client Services Analyst

Brightonjones; Washington (District of Columbia); On-site; USD 81,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Equity ownership opportunities

Training and development programs

Volunteer time off

Job summary

Brighton Jones in the Washington, DC area is seeking an Associate Advisor - Analyst to support client service teams with analytical, operational, and administrative tasks across wealth management activities.

The role requires a Bachelor's degree (Finance/Accounting/Economics/Business preferred), Series 65 (or ability to obtain within 120 days), and proficiency in MS Office and CRM tools. This is a full-time, in-office position with growth and ownership opportunities.

Qualifications

• Bachelor's degree required; preferred in Financial Planning, Finance, Accounting, Business, or Economics.
• Series 65 (or equivalent) required or ability to obtain within 120 days of hire.
• Internships or work-related experience valued.

Responsibilities

• Manage day-to-day responsibilities, priorities and workload of client service teams.
• Provide analytical, operational, and administrative support for client acquisition, implementation, and retention.
• Prepare standard deliverables for wealth management advice.
• Review client portfolios and make recommendations with the team on asset allocation and risk.
• Input client data into CRM and ensure data integrity.
• Coordinate with Tax, Investments and Estate Planning for client details.
• Serve as primary contact for custodians on operational matters.
• Support timely intra-day requests (trades, wires, journals) and communicate progress to clients.

Skills

Analytical thinking

Organizational skills

Team collaboration

Communication skills

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Series 65 (or equivalent)

Tools

Microsoft Office

Salesforce CRM

Job description

Brighton Jones in the Washington, DC area is seeking an Associate Advisor - Analyst to support client service teams with analytical, operational, and administrative tasks across wealth management activities.

The role requires a Bachelor's degree (Finance/Accounting/Economics/Business preferred), Series 65 (or ability to obtain within 120 days), and proficiency in MS Office and CRM tools. This is a full-time, in-office position with growth and ownership opportunities.