Wealth Planning Analyst Jobs

Support advisors as a Wealth Planning Analyst by preparing financial plans, coordinating client interactions, and conducting portfolio research while progressing toward a licensed advisor role.

Brighton Jones is hiring an Associate Advisor - Analyst to support client service teams with portfolio analysis, trade execution, client deliverables, and CRM management in our Washington, D.C. office starting August 2026.

Support advisors and clients by analyzing portfolios, preparing detailed investment proposals, and helping execute transition and portfolio construction recommendations for Mariner Independent’s Custom Managed Portfolios Group.