Analyst (DC - August 2027 Start)

Brighton Jones • Washington, DC

7d • Onsite

About The Position

Analysts build the foundational knowledge, skills, and confidence needed to support clients and advisory teams at a high level. Working alongside experienced advisors, Analysts gain exposure to financial planning, client service, and business operations while participating in structured training, coaching, and hands-on development opportunities. Through meaningful client work and continuous learning, Analysts develop the capabilities needed to take on increasing responsibility and grow within the advisory profession.

Requirements

• Bachelor’s degree required (preferably in Financial Planning, Finance, Accounting, Business, or Economics)
• Academic success and other internships or work-related experience preferred.
• Series 65 (or equivalent) or ability to obtain within 120 days of hire.
• Strong interest in pursuing the Certified Financial Planner (CFP) credential in the future.
• Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job.
• Demonstrates professionalism, integrity, accountability, and sound judgment.
• Communicates clearly and builds trust with clients, teammates, and business partners.
• Takes ownership, follows through on commitments, and proactively seeks solutions.
• Applies analytical thinking, curiosity, and attention to detail to complex financial information.
• Organizes work effectively and manages multiple priorities with accuracy and reliability.
• Welcomes feedback and demonstrates a commitment to continuous learning and development.
• Contributes positively to team culture and is motivated to deliver exceptional client experience.

Responsibilities

• Prepare financial planning, investment, and wealth management analyses and deliverables in partnership with advisory team members.
• Support portfolio reviews and investment research by gathering data, conducting analyses, and helping identify opportunities for discussion with the advisory team.
• Conduct analyses related to financial planning topics, including tax planning, equity compensation, retirement planning, and wealth transfer strategies while maintaining accurate client and portfolio records.
• Partner with Tax, Investments, Estate Planning, and advisory teams to support the development and implementation of client recommendations.
• Build technical expertise, professional judgment, and client service skills through structured training, coaching, and real-world client work.
• Partner with advisory teams to prepare client meeting agendas, analyze client data, support the development of recommendations, prepare client deliverables, and document client action items in Salesforce.
• Support tax coordination and implementation activities for clients' personal and trust accounts, working closely with advisory team members and internal specialists.
• Coordinate and track client service team priorities, ensuring follow-through on action items and helping deliver a consistent, high-quality client experience.
• Support the day-to-day priorities of advisory teams by providing analytical, operational, and client service support throughout the client lifecycle.
• Partner with advisory team members to execute time-sensitive client requests, including trades, wire transfers, and journals, while ensuring accuracy, proper approvals, timely completion, and clear communication.
• Work closely with custodians and internal partners to support account servicing, operational requests, and client-related inquiries.
• Gather, organize, and maintain client information within Salesforce and other firm systems, ensuring accurate records and high-quality client data.

Benefits

• Fully paid medical, dental, and vision coverage for employees
• 401(k) with 100% match up to 3% of annual compensation
• Equity ownership opportunities for every employee
• New Business Incentive Program
• Generous employee referral bonus
• Cell phone data reimbursement
• Financial planning services discount for employees and immediate family members
• Minimum 3 weeks PTO starting Day 1
• Winter Break, Summer Friday flex-days, and 10 paid holidays
• Unlimited Volunteer Time Off plus company grant matching
• Heavily subsidized transit
• 100% reimbursement for required training, certifications, licensing, and dues
• Personal career development plans
• Richer Life Business Partner (coaching for all employees)
• Mindful Emotional & Social Intelligence training
• Annual professional & personal wellbeing stipend
• Quarterly team-building events
• Regular social events
• Employee-led book clubs, committees, and affinity groups
• Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
• Adoption benefits
• Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level