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Financial Advisor — Los Angeles

Brighton Jones · Los Angeles, CA · Wealth management client-service team

Compensation

$85k – $130k /yr

Employment type

Full-time

Work setting

On-site

Location

Los Angeles, CA

Schedule

Day shift

Posted

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Job overview

The Financial Advisor — Los Angeles role is an in-office position in Los Angeles, CA. Compensation is $85,000–$130,000 per year, with eligibility for discretionary year-end profit sharing and restricted equity units. Brighton Jones provides wealth-management services and aims to help clients align wealth, passion, and purpose. The advisor manages client-service team priorities and supports client acquisition, implementation, and retention. The role analyzes portfolios and planning needs, prepares client deliverables, coordinates with specialists, and helps ensure approved recommendations and follow-up actions are completed accurately.

What you'll do

  • Serve as a first point of contact for client communications
  • review portfolios and develop recommendations with the team
  • prepare financial analyses and meeting deliverables
  • review and approve trades and rebalances
  • lead client meetings and follow-up actions
  • coordinate with tax, investment, and estate-planning resources
  • maintain client records and planning scorecards
  • mentor team members.

What we're looking for

Skills & competencies
financial advisor
los angeles ca
brighton jones
wealth management
client portfolios
financial planning
investment management
client meetings
in-office
cfp
cpa
cfa
$85k–$130k/year
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 opportunities
  • at least three weeks of PTO from day one
  • paid holidays
  • training and certification reimbursement
  • wellbeing stipend
  • paid parental leave
  • adoption benefits.

Why this role

In-office work culture with flexibility; CFP, CPA, CFA, or JD credential required. Benefits include paid coverage, 401(k) match, PTO, paid holidays, professional development reimbursement, and parental leave.

About the employer

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

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
13-2052.00
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