Back to search

Financial Advisor

Brighton Jones · Washington, DC · Wealth Management

Compensation

$95k – $150k /yr

Employment type

Full-time

Work setting

On-site

Location

Washington, DC

Schedule

Day shift

Posted

Apply for this job

You'll be redirected to the employer's application page.

Job overview

The Financial Advisor role is an in-office, full-time position in Washington, DC. Compensation is $95,000–$150,000 in base pay, with eligibility for discretionary year-end profit sharing and restricted equity units. Brighton Jones helps clients align wealth, passion, and purpose through wealth management and financial planning. The Advisor coordinates client service teams and supports client acquisition, implementation, and retention. The role combines portfolio and planning analysis, client communication, meeting leadership, and follow-through on approved financial strategies.

What you'll do

  • Serve as a first point of contact for client communications
  • review portfolios and develop recommendations with the team
  • prepare client meeting analyses and deliverables
  • review and strategize trades and portfolio rebalances
  • lead client meetings and coordinate follow-up actions
  • collaborate with tax, investment, and estate-planning teams
  • maintain wealth management scorecards and client records
  • mentor team members on complex planning and service delivery.

What we're looking for

Skills & competencies
financial advisor
wealth management
financial planning
client service
portfolio analysis
investment management
client meetings
washington dc
brighton jones
$95k–$150k base
401(k) match
equity ownership
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Medical, dental, and vision coverage
  • 401(k) match
  • equity opportunities
  • PTO and paid holidays
  • volunteer time
  • training and certification reimbursement
  • parental leave
  • adoption benefits.

Why this role

Combines client-facing wealth advice with team leadership and coordination across investment, tax, and estate-planning resources.

About the employer

Brighton Jones is hiring for this role. Industry: Other Activities Related to Credit Intermediation. Sector: 52.

Additional details

Industry sector
52
Industry
Other Activities Related to Credit Intermediation
Occupation code
13-2052.00
Apply for this job

You'll be redirected to the employer's application page.

Browse more jobs

Listing ID: 558f47f4-fe13-4969-85ef-0535e783a9be

    Financial Advisor at Brighton Jones | CollabWORK