Ready 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.
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, 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 softwareReviews and approves detailed reconciliations of historical cash flows per entity and ten-year forward looking projections Responsible 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 the Richer Life Legacy Plan (RLLP), Family Wealth View, Cash Flows and Annual Plans 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.
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.
Excellent 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 skills
Pay: $95,000 - $140,000 per yearVariable 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 Wellbeing
Fully paid medical, dental, and vision coverage for employees 401(k) with 100% match up to 3% of annual compensation Equity ownership opportunities for every employee New Business Incentive Program Generous employee referral bonus Cell phone data reimbursement Financial planning services discount for employees and immediate family members
Time & Flexibility
Minimum 3 weeks PTO starting Day 1 Winter Break, Summer Friday flex-days, and 10 paid holidays Unlimited Volunteer Time Off plus company grant matching Heavily subsidized transit
Growth & Development
100% reimbursement for required training, certifications, licensing, and dues Personal career development plans Richer Life Business Partner (coaching for all employees) Mindful Emotional & Social Intelligence training Annual professional & personal wellbeing stipend
Connection & Community
Quarterly team-building events Regular social events Employee-led book clubs, committees, and affinity groups
Family & Milestones
Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent) Adoption benefits Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years
SeattleFull-timemid