Financial Advisor — Los Angeles
Compensation
$85k – $130k /yr
Employment type
Full-time
Work setting
On-site
Location
Los Angeles, CA
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
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 advisorlos angeles cabrighton joneswealth managementclient portfoliosfinancial planninginvestment managementclient meetingsin-officecfpcpacfa$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
You'll be redirected to the employer's application page.
Listing ID: f9744b8b-d3f9-4f8c-9acb-2de111c5ea0a