Financial Advisor

Job overview

The Financial Advisor role is an in-office, onsite position in Los Angeles, CA, with annual pay of $85,000–$130,000. Brighton Jones is a client-focused registered investment advisory firm that helps clients align wealth, passion, and purpose. The Advisor manages the day-to-day work of client service teams and contributes to client acquisition, implementation, and retention. Through portfolio analysis, planning recommendations, client meetings, and coordinated follow-through, the role helps deliver comprehensive wealth management advice.

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
• analyze financial data and planning strategies
• review and approve trades and rebalances
• lead client meetings and coordinate follow-up actions
• collaborate with tax, investment, and estate-planning teams
• mentor team members
• maintain wealth management scorecards and client records
• coordinate timely execution of client requests.

What we're looking for

Skills & competencies

financial advisor

wealth management

client planning

portfolio analysis

investment management

financial planning

los angeles ca

brighton jones

$85k–$130k per year

Work arrangement

• Weekend coverage required

Benefits & perks

• Fully paid employee medical, dental, and vision coverage
• 401(k) match up to 3%
• equity ownership opportunities
• paid time off, holidays, and parental leave
• training and certification reimbursement
• career development plans
• wellbeing stipend
• transit subsidy.

About the employer

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