Associate Advisor — Analyst

Job overview

The Associate Advisor — Analyst role is an in-office position in Washington, DC. Compensation is $81,000–$100,000 per year. Brighton Jones provides wealth management advice and describes its work as helping clients live richer lives. The analyst supports client service teams with financial analysis, operational coordination, and administrative work across client acquisition, implementation, and retention. The role helps prepare advice and client meetings, maintain accurate records, and coordinate timely service requests with clients and custodians.

What you'll do

• Prepare standard wealth management advice deliverables
• review client portfolios and discuss allocation recommendations with the team
• analyze financial topics such as tax-loss harvesting, stock options, restricted stock, and wealth transfer strategies
• prepare client meeting agendas and materials
• coordinate with Tax, Investments, and Estate Planning
• manage tax coordination for personal and trust accounts
• handle time-sensitive trades, wire requests, and journals
• serve as a contact for custodians and client service team inquiries
• maintain accurate client records in Salesforce.

What we're looking for

Skills & competencies

associate advisor

analyst

washington dc

brighton jones

wealth management

client service

portfolio analysis

financial planning

salesforce

series 65

in-office

$81k–$100k per year

401(k) match

paid parental leave

Work arrangement

• Weekend coverage required

Benefits & perks

• Fully paid employee medical, dental, and vision coverage
• 401(k) with 100% match up to 3% of annual compensation
• equity ownership opportunities
• at least three weeks of PTO starting day one
• paid holidays
• training and certification reimbursement
• paid parental leave
• and professional development support.

Why this role

The posting describes extensive training and mentorship, a work-from-office culture with flexibility, and a path to employee ownership. Series 65 or equivalent is required, or the ability to obtain it within 120 days of hire.

About the employer

Brighton Jones is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.