Job DescriptionJob DescriptionReady to make a meaningful impact? At 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. We 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. We are looking for our next Advisor. In this role, Advisors 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.
Take our Values in Action Self-Assessment to see how our values align! Your Role:Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thoroughReviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategiesProvides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management softwareResponsible for reviewing, approving, and strategizing around trades and portfolio rebalancesAttends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situationSeeks out leadership roles in the team and firm projects/assignmentsTrains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and supportMaintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodicallyCrafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentationPrepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA)Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situationFollowing client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accuratelyPresents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRMPartners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.Your Experience:4 + years of experience in financial planning, wealth management or a related industry preferredUndergraduate degree requiredRequired professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment.Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the jobOrganized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectivelyThis role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Skills & AttributesExcellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflowsExceptional communication skills, both written and verbal, with clients and co-workersExceptional interpersonal skills and demonstrated teamwork mentality Must be able to project a capable and trustworthy imageMust be a self-starter and proactively manage workload, communications, and ownership of tasksCommitment to excellence and high standardsVersatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasmA high degree of personal integrity, maturity, and acute attention to detailStrong analytical and problem-solving skillsCompensation:
Pay: $85,000 - $135,000 per year
Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.
Ownership & Financial WellbeingFully paid medical, dental, and vision coverage for employees401(k) with 100% match up to 3% of annual compensationEquity ownership opportunities for every employeeNew Business Incentive ProgramGenerous employee referral bonusCell phone data reimbursementFinancial planning services discount for employees and immediate family members
Time & FlexibilityMinimum 3 weeks PTO starting Day 1Winter Break, Summer Friday flex-days, and 10 paid holidaysUnlimited Volunteer Time Off plus company grant matchingHeavily subsidized transit
Growth & Development100% reimbursement for required training, certifications, licensing, and duesPersonal career development plansRicher Life Business Partner (coaching for all employees)Mindful Emotional & Social Intelligence trainingAnnual professional & personal wellbeing stipend
Connection & CommunityQuarterly team-building eventsRegular social eventsEmployee-led book clubs, committees, and affinity groups
Family & MilestonesPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)Adoption benefitsAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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