Wealth Advisor: Lead Client Strategy & Execution (DC)
Brightonjones
Brightonjones in Washington, DC is seeking an Advisor to manage client service teams, providing operational and administrative support. The ideal candidate will have over 4 years in financial planning and experience with client relationships. Responsibilities include portfolio analysis, crafting client meeting agendas, and ensuring client satisfaction. The position offers competitive annual compensation, variable compensation benefits, comprehensive medical coverage, paid parental leave, and a robust PTO policy. #J-18808-Ljbffr Brightonjones
Vacancy posted 3 days ago
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