Wealth Advisory Associate — Client Services Analyst

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

Benefits offered by this job

Fully paid medical, dental, and vision

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

Equity ownership opportunities

New Business Incentive Program

Referral bonus

Transit subsidies

Job summary

Brighton Jones, an established wealth management firm, seeks an Associate Advisor - Analyst to support client service teams with analytics, reporting, and portfolio coordination. You will help optimize asset allocation, assist with tax and estate planning details, and ensure timely, compliant service for high-net-worth clients.

The role emphasizes collaboration, client communication, and disciplined data management within a close-knit, growth-oriented culture.

Qualifications

• Bachelor’s degree or equivalent in finance, business, or economics.
• Series 65 or ability to obtain within 120 days of hire.
• Interest in pursuing the CFP credential in the future.
• Proficiency with Microsoft Office Suite (Word, Excel, Windows).

Responsibilities

• Prepare standard deliverables for wealth management advice.
• Review client portfolios and propose asset allocation changes.
• Provide ad-hoc spreadsheet analysis for advanced topics and tax strategies.
• Craft client meeting agendas and prepare deliverables; memorialize actions in CRM.
• Coordinate with Tax, Investments and Estate Planning for client detail.
• Manage tax coordination for personal and trust accounts.
• Support client service teams with analytics and workflow management.
• Execute intra-day requests with timely communication to clients.
• Serve as the main contact for custodians on operational matters.

Skills

Analytical thinking

Communication

Collaboration

Attention to detail

Time management

Self-starter

Integrity

Education

Bachelor's degree in Finance/Business/Economics

Series 65 or ability to obtain within 120 days

Pursuing CFP credential

Tools

Microsoft Office

Job description

Brighton Jones, an established wealth management firm, seeks an Associate Advisor - Analyst to support client service teams with analytics, reporting, and portfolio coordination. You will help optimize asset allocation, assist with tax and estate planning details, and ensure timely, compliant service for high-net-worth clients.

The role emphasizes collaboration, client communication, and disciplined data management within a close-knit, growth-oriented culture.