{"id":1102871,"url":"https://alion.io/job/brighton-jones-associate-advisor-dc","title":"Associate Advisor - DC","company":{"id":708257,"name":"Brighton Jones","domain":"brightonjones.com","url":"https://alion.io/company/brighton-jones","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":{"grade":"A","score":89,"open_postings":38,"ghost_share":0.105,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":91,"computed_at":"2026-11-14T05:58:10Z"}},"role":"Communications","role_family":"Communications","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Washington, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":81000,"max":100000,"currency":"USD","period":"year","gross":null,"usd_annual":100000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Salesforce","optional":false},{"name":"Windows","optional":false}],"status":"live","first_seen_at":"2026-09-21T23:43:34Z","employer_posted_date":"2026-09-21","last_verified_at":"2026-11-14T19:06:19Z","board_verified":true,"closed_at":null,"days_open":53,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":53},"description":"Ready to make a meaningful impact?\nAt Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.\nWe lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast-and we’re looking for driven, curious individuals to join our #OneTeam.\nWe are looking for our next Associate Advisor - Analyst. In this role, Analysts are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients.\nTake our Values in Action Self-Assessment to see how our values align!\nYour Role:\nPrepare all standard deliverables related to the delivery of wealth management advice based on inputs from team members. \nReview current client portfolios and makes recommendations in consultation with team regarding changes based on both asset allocation and location; considers both strategic and tactical allocation opportunities to improve return and reduce volatility. \nProvide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests such as tax loss harvesting, stock option and restricted stock inventories, and other wealth transfer strategies; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software. \nWork with the team to craft client meeting agenda and prepare deliverables to be presented; analyzes client data and develops strategies; occasionally attends client meetings; ensures all client related action items are communicated and memorialized in the CRM. \nWork with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation. \nManages tax coordination and execution for clients’ personal and trust accounts.\nManage the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. \nTimely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals. Responsible for initiating requests, review, and approval. Ensures completion within specified timeframes and provides thorough communication to client throughout the process. \nPrimary point of contact for custodians around all operational and tactical service matters. \nGather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current. \nAct as the point person for all client service team inquiries; work with team members to ensure all action items are moved forward and completed. \nThis role is an in-office, and exempt position. We are a work from office culture with lots of flexibility. \nYour Experience:\nBachelor’s degree required (preferably in Financial Planning, Finance, Accounting, Business, or Economics) \nAcademic success and other internships or work-related experience preferred. \nSeries 65 (or equivalent) or ability to obtain within 120 days of hire. \nInterest in pursuing the Certified Financial Planner (CFP) credential in the future. \nBaseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job. \nSkills & Attributes:\nA commitment to excellence and a drive to maintain high standards in all tasks. \nVersatility and flexibility with a willingness to work within constantly changing priorities with a positive attitude. \nExceptional communication and collaboration abilities, both written and verbal, to build trust and confidence with clients and colleagues. \nA high level of personal integrity, professionalism, and accountability. \nStrong analytical and problem-solving skills, acute attention to detail, and exceptional organizational abilities. \nExcellent work habits, featuring a self-starter mentality that proactively manages workloads and takes ownership of prioritizing tasks. \nA positive attitude and enthusiasm for engaging in company culture! \nProgram Details:\nExtensive training and mentorship opportunities. \nClear benchmarks for success and regular check-ins. \nThis is a full-time/exempt status position. \nCompensation:\nPay: $81,000 - $100,000\n Ownership & Financial Wellbeing\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\nTime & Flexibility\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n Growth & Development\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\nConnection & Community\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n Family & Milestones\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years","description_format":"text","description_chars":6019,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Milestone celebrations","Parental leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-09-22T01:43:23Z"}],"visa":[],"liveness":{"score":75,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.833,"p_room":0.9,"age_days":53,"expected_fill_days":91,"reasons":["conf:0","urgency","win:mid"],"computed_at":"2026-11-14T05:58:10Z"},"pay":{"stated_usd_annual":100000,"is_top_pay":false},"html_url":"https://alion.io/job/brighton-jones-associate-advisor-dc","json_url":"https://alion.io/job/brighton-jones-associate-advisor-dc.json","meta":{"generated_at":"2026-11-14T20:34:38Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":25940,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":708257},"rest":"https://alion.io/mcp/rest/get_company?id=708257"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbrighton-jones-associate-advisor-dc"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbrighton-jones-associate-advisor-dc"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbrighton-jones-associate-advisor-dc"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/brighton-jones-associate-advisor-dc\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbrighton-jones-associate-advisor-dc"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":1102871}},{"tool":"search_jobs","arguments":{"company":"brightonjones.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":1102871},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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