Senior Wealth Advisor & Client Strategy Lead
Listed on 2026-10-16
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Brighton Jones is seeking a skilled Advisor to manage day-to-day client service and coordinate with the Lead Advisor on investment strategies, planning, and execution. The role emphasizes analytical support, data-driven recommendations, and collaborative client delivery.
You will prepare Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis, while supporting tax planning and estate planning efforts.
We would love to welcome a new Senior Wealth Advisor & Client Strategy Lead to our organisation in Los Angeles, CA, United States.
We have an opening for a Senior Wealth Advisor & Client Strategy Lead in Los Angeles, CA, United States within Finance.
This role, Senior Wealth Advisor & Client Strategy Lead at Brighton Jones, could be your next career step.
Are you ready to take on the Senior Wealth Advisor & Client Strategy Lead role at Brighton Jones?
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