[{"additionalPlain":"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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Atlanta, GA","team":"Client Service","allLocations":["Atlanta, GA"]},"createdAt":1778772751702,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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.\n \nWe 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.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe 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.
\n
\n","id":"4dbdb6b5-f4dc-45f4-8a01-927821deeba4","lists":[{"text":"Your Role:","content":"\nActs as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough\nReviews 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 \nPrepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies\nProvides 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 software\nResponsible for reviewing, approving, and strategizing around trades and portfolio rebalances\nAttends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts \nLeverages 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 situation\nSeeks out leadership roles in the team and firm projects/assignments\nTrains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support\nMaintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically\nCrafts 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 presentation\nPrepares 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)\nWorks with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation\nFollowing client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately\nPresents 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 CRM\nPartners 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.\n"},{"text":"Your Experience:","content":"\n4 + years of experience in financial planning, wealth management or a related industry preferred\nUndergraduate degree required\nCertified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required.\nBaseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job\nOrganized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively\nThis role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.\n"},{"text":"Skills & Attributes","content":"\nExcellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows\nExceptional communication skills, both written and verbal, with clients and co-workers\nExceptional interpersonal skills and demonstrated teamwork mentality\nMust be able to project a capable and trustworthy image\nMust be a self-starter and proactively manage workload, communications, and ownership of tasks\nCommitment to excellence and high standards\nVersatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm\nA high degree of personal integrity, maturity, and acute attention to detail\nStrong analytical and problem-solving skills\n"},{"text":"Compensation, Benefits, and Perks:","content":"\n\n
Pay: $85,000 - $135,000 per year\n
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. \n\n
\n
Ownership & Financial Wellbeing
\n\n
Fully paid medical, dental, and vision coverage for employees\n
401(k) with 100% match up to 3% of annual compensation\n
Equity ownership opportunities for every employee\n
New Business Incentive Program\n
Generous employee referral bonus\n
Cell phone data reimbursement\n
Financial planning services discount for employees and immediate family members\n\n
\n
Time & Flexibility
\n\n
Minimum 3 weeks PTO starting Day 1\n
Winter Break, Summer Friday flex-days, and 10 paid holidays\n
Unlimited Volunteer Time Off plus company grant matching\n
Heavily subsidized transit\n\n
\n
Growth & Development
\n\n
100% reimbursement for required training, certifications, licensing, and dues\n
Personal career development plans\n
Richer Life Business Partner (coaching for all employees)\n
Mindful Emotional & Social Intelligence training\n
Annual professional & personal wellbeing stipend\n\n
\n
Connection & Community
\n\n
Quarterly team-building events\n
Regular social events\n
Employee-led book clubs, committees, and affinity groups\n\n
\n
Family & Milestones
\n\n
Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\n
Adoption benefits\n
Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n\n
\n
Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe 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.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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.\n \nWe 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.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/4dbdb6b5-f4dc-45f4-8a01-927821deeba4","applyUrl":"https://jobs.lever.co/brightonjones/4dbdb6b5-f4dc-45f4-8a01-927821deeba4/apply"},{"additionalPlain":"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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Chicago, IL","team":"Client Service","allLocations":["Chicago, IL"]},"createdAt":1775861437705,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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.\n \nWe 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.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe 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.
\n
\n","id":"1b2bc8f1-af38-4ddd-9b85-ca7b266c614a","lists":[{"text":"Your Role:","content":"\nActs as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough\nReviews 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 \nPrepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies\nProvides 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 software\nResponsible for reviewing, approving, and strategizing around trades and portfolio rebalances\nAttends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts \nLeverages 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 situation\nSeeks out leadership roles in the team and firm projects/assignments\nTrains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support\nMaintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically\nCrafts 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 presentation\nPrepares 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)\nWorks with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation\nFollowing client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately\nPresents 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 CRM\nPartners 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.\n"},{"text":"Your Experience:","content":"\n4 + years of experience in financial planning, wealth management or a related industry preferred\nUndergraduate degree required\nCertified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required.\nBaseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job\nOrganized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively\nThis role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.\n"},{"text":"Skills & Attributes","content":"\nExcellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows\nExceptional communication skills, both written and verbal, with clients and co-workers\nExceptional interpersonal skills and demonstrated teamwork mentality\nMust be able to project a capable and trustworthy image\nMust be a self-starter and proactively manage workload, communications, and ownership of tasks\nCommitment to excellence and high standards\nVersatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm\nA high degree of personal integrity, maturity, and acute attention to detail\nStrong analytical and problem-solving skills\n"},{"text":"Compensation, Benefits, and Perks:","content":"\n\n
Pay: $85,000 - $135,000 per year\n
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. \n\n
\n
Ownership & Financial Wellbeing
\n\n
Fully paid medical, dental, and vision coverage for employees\n
401(k) with 100% match up to 3% of annual compensation\n
Equity ownership opportunities for every employee\n
New Business Incentive Program\n
Generous employee referral bonus\n
Cell phone data reimbursement\n
Financial planning services discount for employees and immediate family members\n\n
\n
Time & Flexibility
\n\n
Minimum 3 weeks PTO starting Day 1\n
Winter Break, Summer Friday flex-days, and 10 paid holidays\n
Unlimited Volunteer Time Off plus company grant matching\n
Heavily subsidized transit\n\n
\n
Growth & Development
\n\n
100% reimbursement for required training, certifications, licensing, and dues\n
Personal career development plans\n
Richer Life Business Partner (coaching for all employees)\n
Mindful Emotional & Social Intelligence training\n
Annual professional & personal wellbeing stipend\n\n
\n
Connection & Community
\n\n
Quarterly team-building events\n
Regular social events\n
Employee-led book clubs, committees, and affinity groups\n\n
\n
Family & Milestones
\n\n
Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\n
Adoption benefits\n
Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n\n
\n
Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe 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.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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.\n \nWe 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.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/1b2bc8f1-af38-4ddd-9b85-ca7b266c614a","applyUrl":"https://jobs.lever.co/brightonjones/1b2bc8f1-af38-4ddd-9b85-ca7b266c614a/apply"},{"additionalPlain":"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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Dallas, TX","team":"Client Service","allLocations":["Dallas, TX"]},"createdAt":1775861269754,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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.\n \nWe 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.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe 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.
\n
\n","id":"48f24fc9-be22-40c2-96f8-7e71322e7a61","lists":[{"text":"Your Role:","content":"\nActs as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough\nReviews 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 \nPrepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies\nProvides 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 software\nResponsible for reviewing, approving, and strategizing around trades and portfolio rebalances\nAttends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts \nLeverages 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 situation\nSeeks out leadership roles in the team and firm projects/assignments\nTrains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support\nMaintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically\nCrafts 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 presentation\nPrepares 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)\nWorks with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation\nFollowing client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately\nPresents 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 CRM\nPartners 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.\n"},{"text":"Your Experience:","content":"\n4 + years of experience in financial planning, wealth management or a related industry preferred\nUndergraduate degree required\nCertified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required.\nBaseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job\nOrganized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively\nThis role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.\n"},{"text":"Skills & Attributes","content":"\nExcellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows\nExceptional communication skills, both written and verbal, with clients and co-workers\nExceptional interpersonal skills and demonstrated teamwork mentality\nMust be able to project a capable and trustworthy image\nMust be a self-starter and proactively manage workload, communications, and ownership of tasks\nCommitment to excellence and high standards\nVersatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm\nA high degree of personal integrity, maturity, and acute attention to detail\nStrong analytical and problem-solving skills\n"},{"text":"Compensation:","content":"\nPay: Competitive annual base compensation\nVariable 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. \n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Advisor - Dallas","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe 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.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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.\n \nWe 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.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/48f24fc9-be22-40c2-96f8-7e71322e7a61","applyUrl":"https://jobs.lever.co/brightonjones/48f24fc9-be22-40c2-96f8-7e71322e7a61/apply"},{"additionalPlain":"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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Los Angeles area, CA","team":"Client Service","allLocations":["Los Angeles area, CA"]},"createdAt":1778772848655,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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.\n \nWe 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.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe 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.
\n
\n","id":"209a227f-44ba-450a-9dc9-6922f7c23fab","lists":[{"text":"Your Role:","content":"\nActs as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough\nReviews 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 \nPrepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies\nProvides 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 software\nResponsible for reviewing, approving, and strategizing around trades and portfolio rebalances\nAttends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts \nLeverages 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 situation\nSeeks out leadership roles in the team and firm projects/assignments\nTrains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support\nMaintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically\nCrafts 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 presentation\nPrepares 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)\nWorks with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation\nFollowing client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately\nPresents 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 CRM\nPartners 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.\n"},{"text":"Your Experience:","content":"\n4 + years of experience in financial planning, wealth management or a related industry preferred\nUndergraduate degree required\nCertified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required.\nBaseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job\nOrganized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively\nThis role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.\n"},{"text":"Skills & Attributes","content":"\nExcellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows\nExceptional communication skills, both written and verbal, with clients and co-workers\nExceptional interpersonal skills and demonstrated teamwork mentality\nMust be able to project a capable and trustworthy image\nMust be a self-starter and proactively manage workload, communications, and ownership of tasks\nCommitment to excellence and high standards\nVersatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm\nA high degree of personal integrity, maturity, and acute attention to detail\nStrong analytical and problem-solving skills\n"},{"text":"Compensation","content":"\n\n
Pay: $85,000 - $130,000 per year\n
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. \n\n
\n
Ownership & Financial Wellbeing
\n\n
Fully paid medical, dental, and vision coverage for employees\n
401(k) with 100% match up to 3% of annual compensation\n
Equity ownership opportunities for every employee\n
New Business Incentive Program\n
Generous employee referral bonus\n
Cell phone data reimbursement\n
Financial planning services discount for employees and immediate family members\n\n
\n
Time & Flexibility
\n\n
Minimum 3 weeks PTO starting Day 1\n
Winter Break, Summer Friday flex-days, and 10 paid holidays\n
Unlimited Volunteer Time Off plus company grant matching\n
Heavily subsidized transit\n\n
\n
Growth & Development
\n\n
100% reimbursement for required training, certifications, licensing, and dues\n
Personal career development plans\n
Richer Life Business Partner (coaching for all employees)\n
Mindful Emotional & Social Intelligence training\n
Annual professional & personal wellbeing stipend\n\n
\n
Connection & Community
\n\n
Quarterly team-building events\n
Regular social events\n
Employee-led book clubs, committees, and affinity groups\n\n
\n
Family & Milestones
\n\n
Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\n
Adoption benefits\n
Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n\n
Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe 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.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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.\n \nWe 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.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/209a227f-44ba-450a-9dc9-6922f7c23fab","applyUrl":"https://jobs.lever.co/brightonjones/209a227f-44ba-450a-9dc9-6922f7c23fab/apply"},{"additionalPlain":"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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Morristown, NJ","team":"Client Service","allLocations":["Morristown, NJ"]},"createdAt":1778772806292,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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.\n \nWe 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.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe 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.
\n
\n","id":"58f97589-86e8-4225-84d3-f98b8db30242","lists":[{"text":"Your Role:","content":"\nActs as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough\nReviews 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 \nPrepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies\nProvides 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 software\nResponsible for reviewing, approving, and strategizing around trades and portfolio rebalances\nAttends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts \nLeverages 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 situation\nSeeks out leadership roles in the team and firm projects/assignments\nTrains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support\nMaintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically\nCrafts 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 presentation\nPrepares 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)\nWorks with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation\nFollowing client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately\nPresents 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 CRM\nPartners 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.\n"},{"text":"Your Experience:","content":"\n4 + years of experience in financial planning, wealth management or a related industry preferred\nUndergraduate degree required\nCertified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required.\nBaseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job\nOrganized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively\nThis role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.\n"},{"text":"Skills & Attributes","content":"\nExcellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows\nExceptional communication skills, both written and verbal, with clients and co-workers\nExceptional interpersonal skills and demonstrated teamwork mentality\nMust be able to project a capable and trustworthy image\nMust be a self-starter and proactively manage workload, communications, and ownership of tasks\nCommitment to excellence and high standards\nVersatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm\nA high degree of personal integrity, maturity, and acute attention to detail\nStrong analytical and problem-solving skills\n"},{"text":"Compensation, Benefits, and Perks:","content":"\n\n
Pay: $85,000 - $135,000 per year\n
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. \n\n
\n
Ownership & Financial Wellbeing
\n\n
Fully paid medical, dental, and vision coverage for employees\n
401(k) with 100% match up to 3% of annual compensation\n
Equity ownership opportunities for every employee\n
New Business Incentive Program\n
Generous employee referral bonus\n
Cell phone data reimbursement\n
Financial planning services discount for employees and immediate family members\n\n
\n
Time & Flexibility
\n\n
Minimum 3 weeks PTO starting Day 1\n
Winter Break, Summer Friday flex-days, and 10 paid holidays\n
Unlimited Volunteer Time Off plus company grant matching\n
Heavily subsidized transit\n\n
\n
Growth & Development
\n\n
100% reimbursement for required training, certifications, licensing, and dues\n
Personal career development plans\n
Richer Life Business Partner (coaching for all employees)\n
Mindful Emotional & Social Intelligence training\n
Annual professional & personal wellbeing stipend\n\n
\n
Connection & Community
\n\n
Quarterly team-building events\n
Regular social events\n
Employee-led book clubs, committees, and affinity groups\n\n
\n
Family & Milestones
\n\n
Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\n
Adoption benefits\n
Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n\n
\n
Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe 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.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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.\n \nWe 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.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/58f97589-86e8-4225-84d3-f98b8db30242","applyUrl":"https://jobs.lever.co/brightonjones/58f97589-86e8-4225-84d3-f98b8db30242/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Seattle, WA","team":"Client Service","allLocations":["Seattle, WA"]},"createdAt":1671136325363,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nWe 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.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe 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.
\n
\n","id":"fe7ab3e9-70cd-4dff-96e9-42f3aa8d76be","lists":[{"text":"Your Role:","content":"\nActs as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough\nReviews 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 \nPrepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies\nProvides 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 software\nResponsible for reviewing, approving, and strategizing around trades and portfolio rebalances\nAttends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts \nLeverages 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 situation\nSeeks out leadership roles in the team and firm projects/assignments\nTrains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support\nMaintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically\nCrafts 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 presentation\nPrepares 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)\nWorks with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation\nFollowing client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately\nPresents 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 CRM\nPartners 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.\n"},{"text":"Your Experience:","content":"\n4 + years of experience in financial planning, wealth management or a related industry preferred\nUndergraduate degree required\nRequired 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.\nBaseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job\nOrganized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively\nThis role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.\n"},{"text":"Skills & Attributes","content":"\nExcellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows\nExceptional communication skills, both written and verbal, with clients and co-workers\nExceptional interpersonal skills and demonstrated teamwork mentality\nMust be able to project a capable and trustworthy image\nMust be a self-starter and proactively manage workload, communications, and ownership of tasks\nCommitment to excellence and high standards\nVersatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm\nA high degree of personal integrity, maturity, and acute attention to detail\nStrong analytical and problem-solving skills\n"},{"text":"Compensation:","content":"\nPay: $90k - $140k base compensation\nVariable 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. \n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Advisor - Seattle","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe 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.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nWe 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.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/fe7ab3e9-70cd-4dff-96e9-42f3aa8d76be","applyUrl":"https://jobs.lever.co/brightonjones/fe7ab3e9-70cd-4dff-96e9-42f3aa8d76be/apply"},{"additionalPlain":"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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Washington, D.C.","team":"Client Service","allLocations":["Washington, D.C."]},"createdAt":1775861522658,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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.\n \nWe 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.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe 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.
\n
\n","id":"e0031237-43ad-45cf-a736-0ef3dca4aa29","lists":[{"text":"Your Role:","content":"\nActs as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough\nReviews 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 \nPrepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies\nProvides 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 software\nResponsible for reviewing, approving, and strategizing around trades and portfolio rebalances\nAttends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts \nLeverages 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 situation\nSeeks out leadership roles in the team and firm projects/assignments\nTrains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support\nMaintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically\nCrafts 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 presentation\nPrepares 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)\nWorks with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation\nFollowing client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately\nPresents 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 CRM\nPartners 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.\n"},{"text":"Your Experience:","content":"\n4 + years of experience in financial planning, wealth management or a related industry preferred\nUndergraduate degree required\nCertified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required.\nBaseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job\nOrganized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively\nThis role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.\n"},{"text":"Skills & Attributes","content":"\nExcellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows\nExceptional communication skills, both written and verbal, with clients and co-workers\nExceptional interpersonal skills and demonstrated teamwork mentality\nMust be able to project a capable and trustworthy image\nMust be a self-starter and proactively manage workload, communications, and ownership of tasks\nCommitment to excellence and high standards\nVersatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm\nA high degree of personal integrity, maturity, and acute attention to detail\nStrong analytical and problem-solving skills\n"},{"text":"Compensation:","content":"\n\n
Pay: Competitive annual base compensation\n
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. \n\n
\n
Ownership & Financial Wellbeing
\n\n
Fully paid medical, dental, and vision coverage for employees\n
401(k) with 100% match up to 3% of annual compensation\n
Equity ownership opportunities for every employee\n
New Business Incentive Program\n
Generous employee referral bonus\n
Cell phone data reimbursement\n
Financial planning services discount for employees and immediate family members\n\n
\n
Time & Flexibility
\n\n
Minimum 3 weeks PTO starting Day 1\n
Winter Break, Summer Friday flex-days, and 10 paid holidays\n
Unlimited Volunteer Time Off plus company grant matching\n
Heavily subsidized transit\n\n
\n
Growth & Development
\n\n
100% reimbursement for required training, certifications, licensing, and dues\n
Personal career development plans\n
Richer Life Business Partner (coaching for all employees)\n
Mindful Emotional & Social Intelligence training\n
Annual professional & personal wellbeing stipend\n\n
\n
Connection & Community
\n\n
Quarterly team-building events\n
Regular social events\n
Employee-led book clubs, committees, and affinity groups\n\n
\n
Family & Milestones
\n\n
Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\n
Adoption benefits\n
Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n\n
Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe 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.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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.\n \nWe 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.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/e0031237-43ad-45cf-a736-0ef3dca4aa29","applyUrl":"https://jobs.lever.co/brightonjones/e0031237-43ad-45cf-a736-0ef3dca4aa29/apply"},{"additionalPlain":"Our Company\n \nAt Brighton Jones, we're building a future for wealth management that's about more than managing wealth. Our #OneTeam is united by a shared commitment to our mission, vision, and values. We believe that when you thrive, we thrive, which is why we've created an environment where every team member can genuinely love their work and feel supported by colleagues.\n \nDiversity enriches our lives and our work. We're committed to fostering an inclusive culture where all members of the Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential. This commitment is woven throughout our business and shapes how we hire, empower our teammates, create learning opportunities, and support our communities. \n \nAt Brighton Jones, you'll have the freedom to be yourself and the support to be your best. If you're excited about redefining wealth management and making a positive impact, we want to meet you. We offer you competitive compensation, excellent (and unique!) benefits, and rewarding career opportunities—including a path to ownership for every teammate. \n \nIn your application, tell us why you're eager to join our growing #OneTeam and how this opportunity aligns with your career objectives and personal values. \n \nWhat to Expect in the Hiring Process\n \n1. Values in Action Self-Assessment - At Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into observable behaviors and part of the application process includes completing a brief self-assessment on our Values in Action. \n \n2. Initial Interview - This 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company. \n \n3. Role Alignment - Next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences. \n \n4. Full Loop - You’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening to examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position. \n \n5. Personal Reference Calls - In this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing. \n \n6. What’s Next - Interviewing is time-consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again. \n \nBrighton 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. \n","additional":"Our Company
\n
\nAt Brighton Jones, we're building a future for wealth management that's about more than managing wealth. Our #OneTeam is united by a shared commitment to our mission, vision, and values. We believe that when you thrive, we thrive, which is why we've created an environment where every team member can genuinely love their work and feel supported by colleagues.
\n
\nDiversity enriches our lives and our work. We're committed to fostering an inclusive culture where all members of the Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential. This commitment is woven throughout our business and shapes how we hire, empower our teammates, create learning opportunities, and support our communities.
\n
\nAt Brighton Jones, you'll have the freedom to be yourself and the support to be your best. If you're excited about redefining wealth management and making a positive impact, we want to meet you. We offer you competitive compensation, excellent (and unique!) benefits, and rewarding career opportunities—including a path to ownership for every teammate.
\n
\nIn your application, tell us why you're eager to join our growing #OneTeam and how this opportunity aligns with your career objectives and personal values.
\n
\nWhat to Expect in the Hiring Process
\n
\n1. Values in Action Self-Assessment - At Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into observable behaviors and part of the application process includes completing a brief self-assessment on our Values in Action.
\n
\n2. Initial Interview - This 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company.
\n
\n3. Role Alignment - Next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences.
\n
\n4. Full Loop - You’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening to examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position.
\n
\n5. Personal Reference Calls - In this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing.
\n
\n6. What’s Next - Interviewing is time-consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Washington, D.C.","team":"Client Service","allLocations":["Washington, D.C."]},"createdAt":1772499397174,"descriptionPlain":"At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it. \n \nOur mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives. \n \nThis approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic. \n \nAt Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives. \n \nWe've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally. \n \nJoin our #OneTeam of 300+ passionate individuals who bring a \"How can I help?\" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives. \n \n We are looking for our next Associate Advisor - Analyst. In this role, Analysts 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.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it.
\n
\nOur mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.
\n
\nThis approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic.
\n
\nAt Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives.
\n
\nWe've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.
\n
\nJoin our #OneTeam of 300+ passionate individuals who bring a \"How can I help?\" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives.
\n
\n We are looking for our next Associate Advisor - Analyst. In this role, Analysts 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.
\n
\n","id":"a510fa09-6e73-460b-b56f-0162171dd571","lists":[{"text":"Your Role:","content":"\nPrepare all standard deliverables related to the delivery of wealth management advice based on inputs from team members. \nReview current client portfolios and makes recommendations in consultation with team regarding changes based on both asset allocation and location; considers both strategic and tactical allocation opportunities to improve return and reduce volatility. \nProvide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests such as tax loss harvesting, stock option and restricted stock inventories, and other wealth transfer strategies; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software. \nWork with the team to craft client meeting agenda and prepare deliverables to be presented; analyzes client data and develops strategies; occasionally attends client meetings; ensures all client related action items are communicated and memorialized in the CRM. \nWork with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation. \nManages tax coordination and execution for clients’ personal and trust accounts.\nManage 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. \nTimely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals. Responsible for initiating requests, review, and approval. Ensures completion within specified timeframes and provides thorough communication to client throughout the process. \nPrimary point of contact for custodians around all operational and tactical service matters. \nGather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current. \nAct as the point person for all client service team inquiries; work with team members to ensure all action items are moved forward and completed. \nThis role is an in-office, and exempt position. We are a work from office culture with lots of flexibility. \n"},{"text":"Your Experience:","content":"\nBachelor’s degree required (preferably in Financial Planning, Finance, Accounting, Business, or Economics) \nAcademic success and other internships or work-related experience preferred. \nSeries 65 (or equivalent) or ability to obtain within 120 days of hire. \nInterest in pursuing the Certified Financial Planner (CFP) credential in the future. \nBaseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job. \n"},{"text":"Skills & Attributes:","content":"\nA commitment to excellence and a drive to maintain high standards in all tasks. \nVersatility and flexibility with a willingness to work within constantly changing priorities with a positive attitude. \nExceptional communication and collaboration abilities, both written and verbal, to build trust and confidence with clients and colleagues. \nA high level of personal integrity, professionalism, and accountability. \nStrong analytical and problem-solving skills, acute attention to detail, and exceptional organizational abilities. \nExcellent work habits, featuring a self-starter mentality that proactively manages workloads and takes ownership of prioritizing tasks. \nA positive attitude and enthusiasm for engaging in company culture! \n"},{"text":"Program Details:","content":"
\n\nExtensive training and mentorship opportunities. \nClear benchmarks for success and regular check-ins. \nThis is a full-time/exempt status position. \n"},{"text":"Compensation:","content":"\nPay: Competitive annual salary.\n\n
\n\nOwnership & Financial Wellbeing\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n \nTime & Flexibility\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n \nGrowth & Development\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n \nConnection & Community\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n \nFamily & Milestones\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Associate Advisor - DC","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it.
\n
\nOur mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.
\n
\nThis approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic.
\n
\nAt Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives.
\n
\nWe've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.
\n
\nJoin our #OneTeam of 300+ passionate individuals who bring a \"How can I help?\" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives.
\n
\n We are looking for our next Associate Advisor - Analyst. In this role, Analysts 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.
\n
\n","descriptionBodyPlain":"At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it. \n \nOur mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives. \n \nThis approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic. \n \nAt Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives. \n \nWe've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally. \n \nJoin our #OneTeam of 300+ passionate individuals who bring a \"How can I help?\" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives. \n \n We are looking for our next Associate Advisor - Analyst. In this role, Analysts 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.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/a510fa09-6e73-460b-b56f-0162171dd571","applyUrl":"https://jobs.lever.co/brightonjones/a510fa09-6e73-460b-b56f-0162171dd571/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Boston, MA","team":"Business Development","allLocations":["Boston, MA"]},"createdAt":1779469176476,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nWe are looking for a highly motivated and experienced Business Development Specialist to join our team. In this pivotal role, you won’t just be tackling complex challenges—you’ll be driving meaningful growth and seeing the direct impact of your contributions on the company’s success. If you thrive in a collaborative environment, enjoy building relationships, and have a passion for strategic business development, we’d love to connect with you.\n \nJoin us and be part of a team that is redefining what it means to grow, both professionally and personally.\n \nTake our Values in Action Self-Assessment to see how our values align!\n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe are looking for a highly motivated and experienced Business Development Specialist to join our team. In this pivotal role, you won’t just be tackling complex challenges—you’ll be driving meaningful growth and seeing the direct impact of your contributions on the company’s success. If you thrive in a collaborative environment, enjoy building relationships, and have a passion for strategic business development, we’d love to connect with you.
\n
\nJoin us and be part of a team that is redefining what it means to grow, both professionally and personally.
\n
\n","id":"b6d6d9ee-ce45-4daf-8b17-a88e75a006c4","lists":[{"text":"Your Role:","content":"\nAs the Business Development Specialist, you must love working in a support role, facilitating the sales process and helping the team to achieve their annual new families helped/revenue goals. \nOwn the prospect journey (eventually prequalifying prospects), pipeline integrity, assist the team with collection and entry of prospective client information, attach relevant notes, schedule meetings and assign tasks, and create service agreements, leveraging Salesforce.\nCreate and update business development proposals and presentation materials.\nProvide calendar management and scheduling support as it relates to business development for the team.\nProvide recurring operations, sales support and analysis such as developing reports, dashboards and ad hoc sales reporting.\nAttend and participate in sales team meetings.\nCoordinate regular (weekly or monthly) reporting on performance against target as well as activity reports.\nCollaborate with Business Development team members across the country and share best practices with the local team.\nCollaborate with multiple departments for the creation of prospect-facing materials.\nConduct prospect research using various sources (LinkedIn as an example).\nAssist in other special projects as needed. \n"},{"text":"Your Experience:","content":"\nUndergraduate degree required; Marketing or Business degree preferred.\nMinimum of 3 years professional experience; in sales, marketing and/or sales operations support preferred.\nCommitment to excellence, attention to detail, strong organizational and communication skills.\nPositive attitude, versatility and willingness to work within constantly changing priorities.\nProven ability to handle multiple projects at the same time while meeting deadlines.\nSelf-motivated / starter with the ability to work independently and inside of a team environment.\nProficient in Excel, PowerPoint, Salesforce & MS Suite.\nExperience interacting with external prospects and supporting internal teammates.\nThis role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.\n"},{"text":"Compensation:","content":"\nTargeted base salary range is $70,000 - $100,000/year.\nVariable compensation: 2% of Team New Client Annualized Run Rate Revenues in each BD Year. Prorated based on start date. The business development year is defined as 10/1 to 9/30.\n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Business Development Specialist - Boston","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe are looking for a highly motivated and experienced Business Development Specialist to join our team. In this pivotal role, you won’t just be tackling complex challenges—you’ll be driving meaningful growth and seeing the direct impact of your contributions on the company’s success. If you thrive in a collaborative environment, enjoy building relationships, and have a passion for strategic business development, we’d love to connect with you.
\n
\nJoin us and be part of a team that is redefining what it means to grow, both professionally and personally.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nWe are looking for a highly motivated and experienced Business Development Specialist to join our team. In this pivotal role, you won’t just be tackling complex challenges—you’ll be driving meaningful growth and seeing the direct impact of your contributions on the company’s success. If you thrive in a collaborative environment, enjoy building relationships, and have a passion for strategic business development, we’d love to connect with you.\n \nJoin us and be part of a team that is redefining what it means to grow, both professionally and personally.\n \nTake our Values in Action Self-Assessment to see how our values align!\n","hostedUrl":"https://jobs.lever.co/brightonjones/b6d6d9ee-ce45-4daf-8b17-a88e75a006c4","applyUrl":"https://jobs.lever.co/brightonjones/b6d6d9ee-ce45-4daf-8b17-a88e75a006c4/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Seattle, WA","team":"Business Development","allLocations":["Seattle, WA"]},"createdAt":1775691157057,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nWe are looking for a highly motivated and experienced Business Development Specialist to join our team. In this pivotal role, you won’t just be tackling complex challenges—you’ll be driving meaningful growth and seeing the direct impact of your contributions on the company’s success. If you thrive in a collaborative environment, enjoy building relationships, and have a passion for strategic business development, we’d love to connect with you.\n \nJoin us and be part of a team that is redefining what it means to grow, both professionally and personally.\n \nTake our Values in Action Self-Assessment to see how our values align!\n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe are looking for a highly motivated and experienced Business Development Specialist to join our team. In this pivotal role, you won’t just be tackling complex challenges—you’ll be driving meaningful growth and seeing the direct impact of your contributions on the company’s success. If you thrive in a collaborative environment, enjoy building relationships, and have a passion for strategic business development, we’d love to connect with you.
\n
\nJoin us and be part of a team that is redefining what it means to grow, both professionally and personally.
\n
\n","id":"327e1646-3364-4f49-87b2-d7b0d5ae5845","lists":[{"text":"Your Role:","content":"\nAs the Business Development Specialist, you must love working in a support role, facilitating the sales process and helping the team to achieve their annual new families helped/revenue goals. \nOwn the prospect journey (eventually prequalifying prospects), pipeline integrity, assist the team with collection and entry of prospective client information, attach relevant notes, schedule meetings and assign tasks, and create service agreements, leveraging Salesforce.\nCreate and update business development proposals and presentation materials.\nProvide calendar management and scheduling support as it relates to business development for the team.\nProvide recurring operations, sales support and analysis such as developing reports, dashboards and ad hoc sales reporting.\nAttend and participate in sales team meetings.\nCoordinate regular (weekly or monthly) reporting on performance against target as well as activity reports.\nCollaborate with Business Development team members across the country and share best practices with the local team.\nCollaborate with multiple departments for the creation of prospect-facing materials.\nConduct prospect research using various sources (LinkedIn as an example).\nAssist in other special projects as needed. \n"},{"text":"Your Experience:","content":"\nUndergraduate degree required; Marketing or Business degree preferred.\nMinimum of 3 years professional experience; in sales, marketing and/or sales operations support preferred.\nCommitment to excellence, attention to detail, strong organizational and communication skills.\nPositive attitude, versatility and willingness to work within constantly changing priorities.\nProven ability to handle multiple projects at the same time while meeting deadlines.\nSelf-motivated / starter with the ability to work independently and inside of a team environment.\nProficient in Excel, PowerPoint, Salesforce & MS Suite.\nExperience interacting with external prospects and supporting internal teammates.\nThis role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.\n"},{"text":"Compensation:","content":"\nTargeted base salary range is $70,000 - $100,000/year.\nVariable compensation: 2% of Team New Client Annualized Run Rate Revenues in each BD Year. Prorated based on start date. The business development year is defined as 10/1 to 9/30.\n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Business Development Specialist - Seattle","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe are looking for a highly motivated and experienced Business Development Specialist to join our team. In this pivotal role, you won’t just be tackling complex challenges—you’ll be driving meaningful growth and seeing the direct impact of your contributions on the company’s success. If you thrive in a collaborative environment, enjoy building relationships, and have a passion for strategic business development, we’d love to connect with you.
\n
\nJoin us and be part of a team that is redefining what it means to grow, both professionally and personally.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nWe are looking for a highly motivated and experienced Business Development Specialist to join our team. In this pivotal role, you won’t just be tackling complex challenges—you’ll be driving meaningful growth and seeing the direct impact of your contributions on the company’s success. If you thrive in a collaborative environment, enjoy building relationships, and have a passion for strategic business development, we’d love to connect with you.\n \nJoin us and be part of a team that is redefining what it means to grow, both professionally and personally.\n \nTake our Values in Action Self-Assessment to see how our values align!\n","hostedUrl":"https://jobs.lever.co/brightonjones/327e1646-3364-4f49-87b2-d7b0d5ae5845","applyUrl":"https://jobs.lever.co/brightonjones/327e1646-3364-4f49-87b2-d7b0d5ae5845/apply"},{"additionalPlain":"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. \n\nWe 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.\n \nBrighton 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. \n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n\nBrighton 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. \n","additional":"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.
","categories":{"commitment":"Full-time","location":"Washington, D.C.","team":"Client Service","allLocations":["Washington, D.C."]},"createdAt":1772499247504,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nAs a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills.\n \n*Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nAs a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills.
\n
\n*Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor.
\n
\n","id":"8d228ec3-5972-43b7-bea4-bab8ddad09a1","lists":[{"text":"Your Role - Administrative Responsibilities:","content":"\nProvide administrative oversight and support the Lead Advisors on strategic needs.\nPrepare various administrative deliverables which directly support client retention and growth; prepare and process documentation related to client onboarding, implementation, and on-going client maintenance\nAct as a primary point of contact for custodians around all operational and tactical service matters\nGather, organize, and input client and prospective client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current\nAssist advisory team members coming out of client and prospective client meetings with any post-meeting action items\nHandle money movement requests including capital calls, distributions, journals, trades, and asset transfers\nProvide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion\nAssist with calendaring functions and internal meeting preparation\n"},{"text":"Your Role - Client Experience Responsibilities: ","content":"\nAssist with ad hoc client projects that promote client service/experience, including projects that support the broader service team\nCoordinate client touchpoints which drive client experiences including anniversaries, thank you notes, flowers and/or gifts\nOversee quality control to mitigate errors on any client-related paperwork \n"},{"text":"Your Experience:","content":"\n1 - 4 years of experience in an administrative role, experience in the financial services industry is preferred.\nUndergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred\nSelf-motivated and takes pride in providing exceptional support to clients and the team\nProficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus\nThis role is an in-office, full-time, and non-exempt position. Hours are Monday through Friday, 8:00 am - 5:00 pm. We are a work from office culture with lots of flexibility.\n"},{"text":"Compensation:","content":"\nPay: Competitive hourly rate.\n\n
\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Client Service Associate - DC","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nAs a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills.
\n
\n*Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nAs a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills.\n \n*Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/8d228ec3-5972-43b7-bea4-bab8ddad09a1","applyUrl":"https://jobs.lever.co/brightonjones/8d228ec3-5972-43b7-bea4-bab8ddad09a1/apply"},{"additionalPlain":"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. \n\nWe 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.\n \nBrighton 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. \n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n\nBrighton 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. \n","additional":"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.
","categories":{"commitment":"Full-time","location":"Portland, OR","team":"Client Service","allLocations":["Portland, OR"]},"createdAt":1777935867792,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nAs a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills.\n \n*Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nAs a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills.
\n
\n*Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor.
\n
\n","id":"e3812f1f-19ce-4787-9ffe-8ca399ccef0f","lists":[{"text":"Your Role - Administrative Responsibilities:","content":"\nProvide administrative oversight and support the Lead Advisors on strategic needs.\nPrepare various administrative deliverables which directly support client retention and growth; prepare and process documentation related to client onboarding, implementation, and on-going client maintenance\nAct as a primary point of contact for custodians around all operational and tactical service matters\nGather, organize, and input client and prospective client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current\nAssist advisory team members coming out of client and prospective client meetings with any post-meeting action items\nHandle money movement requests including capital calls, distributions, journals, trades, and asset transfers\nProvide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion\nAssist with calendaring functions and internal meeting preparation\n"},{"text":"Your Role - Client Experience Responsibilities: ","content":"\nAssist with ad hoc client projects that promote client service/experience, including projects that support the broader service team\nCoordinate client touchpoints which drive client experiences including anniversaries, thank you notes, flowers and/or gifts\nOversee quality control to mitigate errors on any client-related paperwork \n"},{"text":"Your Experience:","content":"\n1 - 4 years of experience in an administrative role, experience in the financial services industry is preferred.\nUndergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred\nSelf-motivated and takes pride in providing exceptional support to clients and the team\nProficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus\nExpected to learn other position-related systems on the job\nThis role is an in-office, full-time, and non-exempt position. Hours are Monday through Friday - 8:00 am - 5:00 pm. We are a work from office culture with lots of flexibility.\n"},{"text":"Compensation:","content":"\nPay: Competitive hourly rate.\n\n
\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Client Service Associate - Portland","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nAs a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills.
\n
\n*Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nAs a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills.\n \n*Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/e3812f1f-19ce-4787-9ffe-8ca399ccef0f","applyUrl":"https://jobs.lever.co/brightonjones/e3812f1f-19ce-4787-9ffe-8ca399ccef0f/apply"},{"additionalPlain":"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. \n\nWe 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.\n \nBrighton 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. \n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n\nBrighton 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. \n","additional":"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.
","categories":{"commitment":"Full-time","location":"Seattle, WA","team":"Client Service","allLocations":["Seattle, WA"]},"createdAt":1779147295409,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nAs a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills.\n \n*Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nAs a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills.
\n
\n*Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor.
\n
\n","id":"dadef097-6639-4d03-938d-0cc3df419024","lists":[{"text":"Your Role - Administrative Responsibilities:","content":"\nProvide administrative oversight and support the Lead Advisors on strategic needs.\nPrepare various administrative deliverables which directly support client retention and growth; prepare and process documentation related to client onboarding, implementation, and on-going client maintenance\nAct as a primary point of contact for custodians around all operational and tactical service matters\nGather, organize, and input client and prospective client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current\nAssist advisory team members coming out of client and prospective client meetings with any post-meeting action items\nHandle money movement requests including capital calls, distributions, journals, trades, and asset transfers\nProvide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion\nAssist with calendaring functions and internal meeting preparation\n"},{"text":"Your Role - Client Experience Responsibilities: ","content":"\nAssist with ad hoc client projects that promote client service/experience, including projects that support the broader service team\nCoordinate client touchpoints which drive client experiences including anniversaries, thank you notes, flowers and/or gifts\nOversee quality control to mitigate errors on any client-related paperwork \n"},{"text":"Your Experience:","content":"\n1 - 4 years of experience in an administrative role, experience in the financial services industry is preferred.\nUndergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred\nSelf-motivated and takes pride in providing exceptional support to clients and the team\nProficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus\nExpected to learn other position-related systems on the job\nThis role is an in-office, full-time, and non-exempt position. Hours are Monday through Friday - 8:00 am - 5:00 pm. We are a work from office culture with lots of flexibility.\n"},{"text":"Compensation:","content":"\nPay: $31.40 - $38.60 per hour. This full-time role is classified as non-exempt by the Fair Labor Standard Act, which means you are entitled to overtime pay for working more than 40 hours in a workweek (or more than 8 hours in one workday).\n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Client Service Associate - Seattle","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nAs a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills.
\n
\n*Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nAs a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills.\n \n*Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/dadef097-6639-4d03-938d-0cc3df419024","applyUrl":"https://jobs.lever.co/brightonjones/dadef097-6639-4d03-938d-0cc3df419024/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Seattle, WA","team":"Data & Technology","allLocations":["Seattle, WA"]},"createdAt":1779905606499,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \nThe Director, Enterprise Systems leads Brighton Jones' technology operations, engineering oversight, and platform capability. You'll lead a team spanning engineering (through an Engineering Manager), system infrastructure, networking, cloud platform, enterprise systems (M365, identity, SSO), InfoSec, IT support, procurement, and AI infrastructure. You'll also own the relationships and performance of our managed service and managed security service partners. \nThis role is structured for an operator who can scale a technology function inside a growing, regulated firm. This role reports to the Chief Client Officer.\nRequired for application: take our Values in Action Self-Assessment to see how our values align!\n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n\n
\n
The Director, Enterprise Systems leads Brighton Jones' technology operations, engineering oversight, and platform capability. You'll lead a team spanning engineering (through an Engineering Manager), system infrastructure, networking, cloud platform, enterprise systems (M365, identity, SSO), InfoSec, IT support, procurement, and AI infrastructure. You'll also own the relationships and performance of our managed service and managed security service partners.
\n
\n
\n
This role is structured for an operator who can scale a technology function inside a growing, regulated firm. This role reports to the Chief Client Officer.
\n
\n
\n
\n
\n
\n- \n
Day-to-day leadership of the Enterprise Systems team across engineering, infrastructure, networking, cloud platform, enterprise systems, IT support, InfoSec, procurement, and AI infrastructure
\n \n\n
\n
\n
\n- \n
System infrastructure and networking, including LAN/WAN, VPN, firewalls, endpoint management, and office connectivity across all Brighton Jones locations
\n \n\n
\n
\n
\n- \n
Enterprise systems administration and roadmap, including Microsoft 365 (Exchange, SharePoint, Teams, OneDrive), identity and access management, SSO, MFA, and conditional access
\n \n\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n- \n
Hands-on fluency with enterprise systems (M365, Entra ID/Azure AD, SSO, MFA), networking fundamentals, and cloud infrastructure (Azure preferred)
\n \n\n
\n
\n
\n
\n
\n
\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Director of Enterprise Systems","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n\n
\n
The Director, Enterprise Systems leads Brighton Jones' technology operations, engineering oversight, and platform capability. You'll lead a team spanning engineering (through an Engineering Manager), system infrastructure, networking, cloud platform, enterprise systems (M365, identity, SSO), InfoSec, IT support, procurement, and AI infrastructure. You'll also own the relationships and performance of our managed service and managed security service partners.
\n
\n
\n
This role is structured for an operator who can scale a technology function inside a growing, regulated firm. This role reports to the Chief Client Officer.
\n
\n
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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Seattle, WA","team":"Data & Technology","allLocations":["Seattle, WA"]},"createdAt":1779905423991,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \nThe Engineering Manager leads Brighton Jones' software engineering and integration team. This is a hands-on technical leadership role for someone who balances writing code with leading engineers, making architecture decisions, and driving delivery. \nWe're evolving our integration approach toward a development-focused engineering practice. You'll lead that transition while owning day-to-day delivery for our internal applications, integrations, and AI-powered tools. \n \nRequired for application: take our Values in Action Self-Assessment to see how our values align!\n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n\n
\n
The Engineering Manager leads Brighton Jones' software engineering and integration team. This is a hands-on technical leadership role for someone who balances writing code with leading engineers, making architecture decisions, and driving delivery.
\n
\n
\n
We're evolving our integration approach toward a development-focused engineering practice. You'll lead that transition while owning day-to-day delivery for our internal applications, integrations, and AI-powered tools.
\n
\n
\n","id":"c319ccef-a209-47fc-8242-820b311d3b2d","lists":[{"text":"What You’ll Do:","content":""},{"text":"What You Bring:","content":""},{"text":"The Opportunity:","content":""},{"text":"Compensation:","content":"\nTargeted base salary range is $150,000 - $175,000 per year.\n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Engineering Manager","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n\n
\n
The Engineering Manager leads Brighton Jones' software engineering and integration team. This is a hands-on technical leadership role for someone who balances writing code with leading engineers, making architecture decisions, and driving delivery.
\n
\n
\n
We're evolving our integration approach toward a development-focused engineering practice. You'll lead that transition while owning day-to-day delivery for our internal applications, integrations, and AI-powered tools.
\n
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \nThe Engineering Manager leads Brighton Jones' software engineering and integration team. This is a hands-on technical leadership role for someone who balances writing code with leading engineers, making architecture decisions, and driving delivery. \nWe're evolving our integration approach toward a development-focused engineering practice. You'll lead that transition while owning day-to-day delivery for our internal applications, integrations, and AI-powered tools. \n \nRequired for application: take our Values in Action Self-Assessment to see how our values align!\n","hostedUrl":"https://jobs.lever.co/brightonjones/c319ccef-a209-47fc-8242-820b311d3b2d","applyUrl":"https://jobs.lever.co/brightonjones/c319ccef-a209-47fc-8242-820b311d3b2d/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Seattle, WA","team":"Family Office","allLocations":["Seattle, WA"]},"createdAt":1780344928398,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nWe 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.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe 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.
\n
\n","id":"0ea1953b-961b-4cda-8358-dc971d8cfb60","lists":[{"text":"Your Role:","content":"\nActs as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough\nReviews 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 \nPrepares comprehensive client meeting deliverables, analyzes all client data and evaluates potential planning strategies\nProvides 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 software\nReviews and approves detailed reconciliations of historical cash flows per entity and ten-year forward looking projections \nResponsible for reviewing, approving, and strategizing around trades and portfolio rebalances\nAttends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts \nLeverages 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 situation\nSeeks out leadership roles in the team and firm projects/assignments\nTrains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support\nMaintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically\nCrafts 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 presentation\nPrepares 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\nWorks with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation\nFollowing client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately\nPresents 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 CRM\nPartners 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.\n"},{"text":"Your Experience:","content":"\n4 + years of experience in financial planning, wealth management or a related industry preferred\nUndergraduate degree required\nRequired 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.\nBaseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job\nOrganized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively\nThis role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.\n"},{"text":"Skills & Attributes","content":"\nExcellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows\nExceptional communication skills, both written and verbal, with clients and co-workers\nExceptional interpersonal skills and demonstrated teamwork mentality\nMust be able to project a capable and trustworthy image\nMust be a self-starter and proactively manage workload, communications, and ownership of tasks\nCommitment to excellence and high standards\nVersatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm\nA high degree of personal integrity, maturity, and acute attention to detail\nStrong analytical and problem-solving skills\n\n
"},{"text":"Compensation:","content":"\nPay: $95,000 - $140,000 per year\nVariable 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. \n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Family Wealth Advisor - Seattle","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe 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.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nWe 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.\n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/0ea1953b-961b-4cda-8358-dc971d8cfb60","applyUrl":"https://jobs.lever.co/brightonjones/0ea1953b-961b-4cda-8358-dc971d8cfb60/apply"},{"additionalPlain":"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. \n\nWe 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.\n\nBrighton 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. \n\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n\nBrighton 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. \n","additional":"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.
","categories":{"commitment":"Full-time","location":"Seattle, WA","team":"Private Investments","allLocations":["Seattle, WA"]},"createdAt":1753296024796,"descriptionPlain":"Ready to make a meaningful impact? \n \nAt 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.\n \nWe 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. \n\nLenora Capital, Brighton Jones’ private investment team, deploys capital across private equity, venture capital, and real estate, while providing consultative support to clients around their private investing activities. We are seeking an Investment Associate who can bring curiosity, rigor, and initiative to projects, investments, and advisory work.\n\nWe are seeking an Investment Associate to join our dynamic team and play a key role in sourcing, evaluating, and supporting investments in private companies and fund managers. This role offers exposure across the full investment lifecycle — from diligence to portfolio management — and the opportunity to work directly with senior investors, founders and our seasoned client service advisors. The ideal candidate is intellectually curious, highly analytical, and possesses strong business acumen, with a desire for building a long-term career in private markets.\n\nTake our Values in Action Self-Assessment to see how our values align! \n","description":"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.
Lenora Capital, Brighton Jones’ private investment team, deploys capital across private equity, venture capital, and real estate, while providing consultative support to clients around their private investing activities. We are seeking an Investment Associate who can bring curiosity, rigor, and initiative to projects, investments, and advisory work.
We are seeking an Investment Associate to join our dynamic team and play a key role in sourcing, evaluating, and supporting investments in private companies and fund managers. This role offers exposure across the full investment lifecycle — from diligence to portfolio management — and the opportunity to work directly with senior investors, founders and our seasoned client service advisors. The ideal candidate is intellectually curious, highly analytical, and possesses strong business acumen, with a desire for building a long-term career in private markets.
","id":"af3c78d4-efc6-4c28-9af6-a871312f4b7e","lists":[{"text":"Your Role - Lenora Capital Fund: ","content":"Drive investment projects with autonomy; take ownership once a project, investment, or advisory opportunity is assigned.Source, track, and manage deal flow across private equity, venture capital, and other private market opportunities.Conduct financial analysis, modeling, and due diligence to evaluate potential investments.Identify key insights and risks, communicate findings effectively, and escalate or engage with the right stakeholders as needed.Build market awareness and maintain strong industry connections to support sourcing, diligence, and investment perspectives.Collaborate with senior investors on Investment Committee materials and portfolio updates.Support portfolio companies with initiatives like financial modeling, recruiting, and business development.Manage investment data and pipeline activity in internal systems."},{"text":"Your Role - Client and Service Team Support","content":"Partner with advisors to provide insights and recommendations on private investment opportunities.Review pitch decks, term sheets, and financial models to support client-facing work (will not require direct client interaction initially).Contribute to educational initiatives that expand private market knowledge internally and for clients.Support prospecting and business development efforts with private investment expertise."},{"text":"Your Experience: ","content":"2–3 years of experience in investment banking, private equity, venture capital, investment consulting, or related investment roles.Foundational knowledge of the investment industry with strong business acumen.Highly curious and proactive; asks questions and knows what to look for in investment opportunities.Strong analytical and financial modeling skills.Ability to work hard, manage multiple priorities, and follow through on assignments independently.Proficiency in Microsoft Office (Excel, Word, PowerPoint); willingness to learn new systems.Comfortable collaborating with senior leaders and internal teams; client-facing experience not required.Series 65 license, CAIA or CFA charter candidate a plus.Undergraduate degree required.This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility."},{"text":"Compensation:","content":"Pay: $100,000 - $130,000 per year
Ownership & Financial Wellbeing
\tFully paid medical, dental, and vision coverage for employees\t401(k) with 100% match up to 3% of annual compensation\tEquity ownership opportunities for every employee\tNew Business Incentive Program\tGenerous employee referral bonus\tCell phone data reimbursement\tFinancial planning services discount for employees and immediate family members
Time & Flexibility
\tMinimum 3 weeks PTO starting Day 1\tWinter Break, Summer Friday flex-days, and 10 paid holidays\tUnlimited Volunteer Time Off plus company grant matching\tHeavily subsidized transit
Growth & Development
\t100% reimbursement for required training, certifications, licensing, and dues\tPersonal career development plans\tRicher Life Business Partner (coaching for all employees)\tMindful Emotional & Social Intelligence training\tAnnual professional & personal wellbeing stipend
Connection & Community
\tQuarterly team-building events\tRegular social events\tEmployee-led book clubs, committees, and affinity groups
Family & Milestones
\tPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\tAdoption benefits\tAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years"}],"text":"Investment Associate","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"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.
Lenora Capital, Brighton Jones’ private investment team, deploys capital across private equity, venture capital, and real estate, while providing consultative support to clients around their private investing activities. We are seeking an Investment Associate who can bring curiosity, rigor, and initiative to projects, investments, and advisory work.
We are seeking an Investment Associate to join our dynamic team and play a key role in sourcing, evaluating, and supporting investments in private companies and fund managers. This role offers exposure across the full investment lifecycle — from diligence to portfolio management — and the opportunity to work directly with senior investors, founders and our seasoned client service advisors. The ideal candidate is intellectually curious, highly analytical, and possesses strong business acumen, with a desire for building a long-term career in private markets.
","descriptionBodyPlain":"Ready to make a meaningful impact? \n \nAt 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.\n \nWe 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. \n\nLenora Capital, Brighton Jones’ private investment team, deploys capital across private equity, venture capital, and real estate, while providing consultative support to clients around their private investing activities. We are seeking an Investment Associate who can bring curiosity, rigor, and initiative to projects, investments, and advisory work.\n\nWe are seeking an Investment Associate to join our dynamic team and play a key role in sourcing, evaluating, and supporting investments in private companies and fund managers. This role offers exposure across the full investment lifecycle — from diligence to portfolio management — and the opportunity to work directly with senior investors, founders and our seasoned client service advisors. The ideal candidate is intellectually curious, highly analytical, and possesses strong business acumen, with a desire for building a long-term career in private markets.\n\nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/af3c78d4-efc6-4c28-9af6-a871312f4b7e","applyUrl":"https://jobs.lever.co/brightonjones/af3c78d4-efc6-4c28-9af6-a871312f4b7e/apply"},{"additionalPlain":"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. \n\nWe 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.\n \nBrighton 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. \n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n\nBrighton 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. \n","additional":"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.
","categories":{"commitment":"Full-time","location":"Austin, TX","team":"Client Service","allLocations":["Austin, TX"]},"createdAt":1778772646731,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. \n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","id":"59179397-e49f-4155-bfec-53a9bf55e3ae","lists":[{"text":"Your Role:","content":"\nActs as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”\nLeverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning\nCommunicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor \nProactively develops and expands relationships within the community\nCultivates and develops deep relationships with custodial retail branches in collaboration with the national team\nCreates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.\nLeads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.\n\n
"},{"text":"What Will Set You Apart:","content":"\nCandidates must have a four-year degree\nRequired 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.\n6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm\nExpertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis \nUnquestioned commitment to integrity in personal and professional activities\nHighly motivated with ability to function well in a fast-paced environment\nSelf-starter by nature\nExcellent organizational, leadership, communication and presentation skills\nAble to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.\nThis role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.\n"},{"text":"Compensation:","content":"\nPay: $150K – $350K+ (base salary + variable compensation based on revenue growth)\nProfit share: Additional opportunities for discretionary year-end profit sharing\nEquity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest\n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Lead Advisor - New Market - Austin","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. \n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/59179397-e49f-4155-bfec-53a9bf55e3ae","applyUrl":"https://jobs.lever.co/brightonjones/59179397-e49f-4155-bfec-53a9bf55e3ae/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.\n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Charlotte, NC","team":"Client Service","allLocations":["Charlotte, NC"]},"createdAt":1780693178592,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Tampa Bay.\n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Charlotte, NC.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","id":"5ac0cde9-1365-44a9-8fae-c743004b7480","lists":[{"text":"Your Role:","content":"\nActs as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”\nLeverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning\nCommunicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor \nProactively develops and expands relationships within the community\nCultivates and develops deep relationships with custodial retail branches in collaboration with the national team\nCreates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.\nLeads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.\n\n
"},{"text":"What Will Set You Apart:","content":"\nCandidates must have a four-year degree\nRequired 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.\n6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm\nExpertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis \nUnquestioned commitment to integrity in personal and professional activities\nHighly motivated with ability to function well in a fast-paced environment\nSelf-starter by nature\nExcellent organizational, leadership, communication and presentation skills\nAble to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.\nThis role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.\n"},{"text":"Compensation:","content":"\nPay: $150K – $350K+ (base salary + variable compensation based on revenue growth)\nProfit share: Additional opportunities for discretionary year-end profit sharing\nEquity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest\n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Lead Advisor - New Market - Charlotte, NC","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Charlotte, NC.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Tampa Bay.\n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/5ac0cde9-1365-44a9-8fae-c743004b7480","applyUrl":"https://jobs.lever.co/brightonjones/5ac0cde9-1365-44a9-8fae-c743004b7480/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.\n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Fort Lauderdale, FL","team":"Client Service","allLocations":["Fort Lauderdale, FL"]},"createdAt":1780693106283,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Ft. Lauderdale.\n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Ft. Lauderdale.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","id":"f03be4e7-f8a4-4aac-a1ba-f4a974a244b5","lists":[{"text":"Your Role:","content":"\nActs as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”\nLeverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning\nCommunicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor \nProactively develops and expands relationships within the community\nCultivates and develops deep relationships with custodial retail branches in collaboration with the national team\nCreates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.\nLeads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.\n\n
"},{"text":"What Will Set You Apart:","content":"\nCandidates must have a four-year degree\nRequired 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.\n6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm\nExpertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis \nUnquestioned commitment to integrity in personal and professional activities\nHighly motivated with ability to function well in a fast-paced environment\nSelf-starter by nature\nExcellent organizational, leadership, communication and presentation skills\nAble to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.\nThis role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.\n"},{"text":"Compensation:","content":"\nPay: $150K – $350K+ (base salary + variable compensation based on revenue growth)\nProfit share: Additional opportunities for discretionary year-end profit sharing\nEquity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest\n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Lead Advisor - New Market - Ft. Lauderdale","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Ft. Lauderdale.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Ft. Lauderdale.\n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/f03be4e7-f8a4-4aac-a1ba-f4a974a244b5","applyUrl":"https://jobs.lever.co/brightonjones/f03be4e7-f8a4-4aac-a1ba-f4a974a244b5/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.\n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Minneapolis, MN","team":"Client Service","allLocations":["Minneapolis, MN"]},"createdAt":1778772691884,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. \n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","id":"9b9a9c5e-b96f-4a48-81cc-92a2313b45e0","lists":[{"text":"Your Role:","content":"\nActs as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”\nLeverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning\nCommunicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor \nProactively develops and expands relationships within the community\nCultivates and develops deep relationships with custodial retail branches in collaboration with the national team\nCreates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.\nLeads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.\n\n
"},{"text":"What Will Set You Apart:","content":"\nCandidates must have a four-year degree\nRequired 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.\n6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm\nExpertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis \nUnquestioned commitment to integrity in personal and professional activities\nHighly motivated with ability to function well in a fast-paced environment\nSelf-starter by nature\nExcellent organizational, leadership, communication and presentation skills\nAble to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.\nThis role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.\n"},{"text":"Compensation:","content":"\nPay: $150K – $350K+ (base salary + variable compensation based on revenue growth)\nProfit share: Additional opportunities for discretionary year-end profit sharing\nEquity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest\n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Lead Advisor - New Market - Minneapolis","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. \n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/9b9a9c5e-b96f-4a48-81cc-92a2313b45e0","applyUrl":"https://jobs.lever.co/brightonjones/9b9a9c5e-b96f-4a48-81cc-92a2313b45e0/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.\n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Philadelphia, PA","team":"Client Service","allLocations":["Philadelphia, PA"]},"createdAt":1774325472977,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Philadelphia.\n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Philadelphia.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","id":"72ff522b-cfa0-4989-9765-644ba336e103","lists":[{"text":"Your Role:","content":"\nActs as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”\nLeverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning\nCommunicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor \nProactively develops and expands relationships within the community\nCultivates and develops deep relationships with custodial retail branches in collaboration with the national team\nCreates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.\nLeads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.\n\n
"},{"text":"What Will Set You Apart:","content":"\nCandidates must have a four-year degree\nRequired 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.\n6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm\nExpertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis \nUnquestioned commitment to integrity in personal and professional activities\nHighly motivated with ability to function well in a fast-paced environment\nSelf-starter by nature\nExcellent organizational, leadership, communication and presentation skills\nAble to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.\nThis role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.\n"},{"text":"Compensation:","content":"\nPay: $150K – $350K+ (base salary + variable compensation based on revenue growth)\nProfit share: Additional opportunities for discretionary year-end profit sharing\nEquity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest \n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Lead Advisor - New Market - Philadelphia","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Philadelphia.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Philadelphia.\n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/72ff522b-cfa0-4989-9765-644ba336e103","applyUrl":"https://jobs.lever.co/brightonjones/72ff522b-cfa0-4989-9765-644ba336e103/apply"},{"additionalPlain":"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. \n\nWe 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.\n \nBrighton 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. \n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n\nBrighton 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. \n","additional":"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.
","categories":{"commitment":"Full-time","location":"Raleigh & Durham, NC","team":"Client Service","allLocations":["Raleigh & Durham, NC"]},"createdAt":1710724938433,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Raleigh - Durham, NC.\n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Raleigh - Durham, NC.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","id":"43d6913e-dbd4-4550-b3a7-f5a0072a66fe","lists":[{"text":"Your Role:","content":"\nActs as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”\nLeverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning\nCommunicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor \nProactively develops and expands relationships within the community\nCultivates and develops deep relationships with custodial retail branches in collaboration with the national team\nCreates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.\nLeads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.\n\n
"},{"text":"What Will Set You Apart:","content":"\nCandidates must have a four-year degree\nRequired 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.\n6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm\nExpertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis \nUnquestioned commitment to integrity in personal and professional activities\nHighly motivated with ability to function well in a fast-paced environment\nSelf-starter by nature\nExcellent organizational, leadership, communication and presentation skills\nAble to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.\nThis role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.\n"},{"text":"Compensation:","content":"\nPay: $150K – $350K+ (base salary + variable compensation based on revenue growth)\nProfit share: Additional opportunities for discretionary year-end profit sharing\nEquity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest\n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Lead Advisor - New Market - Raleigh - Durham, NC","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Raleigh - Durham, NC.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Raleigh - Durham, NC.\n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/43d6913e-dbd4-4550-b3a7-f5a0072a66fe","applyUrl":"https://jobs.lever.co/brightonjones/43d6913e-dbd4-4550-b3a7-f5a0072a66fe/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.\n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Salt Lake City, UT","team":"Client Service","allLocations":["Salt Lake City, UT"]},"createdAt":1778772421948,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Salt Lake City.\n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Salt Lake City.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","id":"cfce6f0e-47a3-4b4d-a0f3-7aab509446ca","lists":[{"text":"Your Role:","content":"\nActs as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”\nLeverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning\nCommunicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor \nProactively develops and expands relationships within the community\nCultivates and develops deep relationships with custodial retail branches in collaboration with the national team\nCreates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.\nLeads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.\n\n
"},{"text":"What Will Set You Apart:","content":"\nCandidates must have a four-year degree\nRequired 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.\n6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm\nExpertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis \nUnquestioned commitment to integrity in personal and professional activities\nHighly motivated with ability to function well in a fast-paced environment\nSelf-starter by nature\nExcellent organizational, leadership, communication and presentation skills\nAble to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.\nThis role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.\n"},{"text":"Compensation:","content":"\nPay: $150K – $350K+ (base salary + variable compensation based on revenue growth)\nProfit share: Additional opportunities for discretionary year-end profit sharing\nEquity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest\n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Lead Advisor - New Market - Salt Lake City","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Salt Lake City.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Salt Lake City.\n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/cfce6f0e-47a3-4b4d-a0f3-7aab509446ca","applyUrl":"https://jobs.lever.co/brightonjones/cfce6f0e-47a3-4b4d-a0f3-7aab509446ca/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.\n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"San Diego, CA","team":"Client Service","allLocations":["San Diego, CA"]},"createdAt":1756939951582,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to San Diego.\n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to San Diego.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","id":"72bc8cf4-3676-4b18-8638-d4ba7a1de237","lists":[{"text":"Your Role:","content":"\nActs as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”\nLeverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning\nCommunicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor \nProactively develops and expands relationships within the community\nCultivates and develops deep relationships with custodial retail branches in collaboration with the national team\nCreates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.\nLeads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.\n\n
"},{"text":"What Will Set You Apart:","content":"\nCandidates must have a four-year degree\nRequired 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.\n6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm\nExpertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis \nUnquestioned commitment to integrity in personal and professional activities\nHighly motivated with ability to function well in a fast-paced environment\nSelf-starter by nature\nExcellent organizational, leadership, communication and presentation skills\nAble to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.\nThis role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.\n"},{"text":"Compensation:","content":"\nPay: $150K – $350K+ (base salary + variable compensation based on revenue growth)\nProfit share: Additional opportunities for discretionary year-end profit sharing\nEquity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest\n\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Lead Advisor - New Market - San Diego","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to San Diego.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to San Diego.\n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/72bc8cf4-3676-4b18-8638-d4ba7a1de237","applyUrl":"https://jobs.lever.co/brightonjones/72bc8cf4-3676-4b18-8638-d4ba7a1de237/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.\n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"St. Louis, MO","team":"Client Service","allLocations":["St. Louis, MO"]},"createdAt":1768505088907,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to St. Louis.\n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to St. Louis.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","id":"cee55125-ac48-43e6-a4b1-0495b6cb03c0","lists":[{"text":"Your Role:","content":"\nActs as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”\nLeverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning\nCommunicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor \nProactively develops and expands relationships within the community\nCultivates and develops deep relationships with custodial retail branches in collaboration with the national team\nCreates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.\nLeads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.\n\n
"},{"text":"What Will Set You Apart:","content":"\nCandidates must have a four-year degree\nRequired 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.\n6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm\nExpertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis \nUnquestioned commitment to integrity in personal and professional activities\nHighly motivated with ability to function well in a fast-paced environment\nSelf-starter by nature\nExcellent organizational, leadership, communication and presentation skills\nAble to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.\nThis role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.\n"},{"text":"Compensation:","content":"\nPay: $150K – $350K+ (base salary + variable compensation based on revenue growth)\nProfit share: Additional opportunities for discretionary year-end profit sharing\nEquity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest\n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Lead Advisor - New Market - St. Louis","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to St. Louis.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to St. Louis.\n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","country":null,"hostedUrl":"https://jobs.lever.co/brightonjones/cee55125-ac48-43e6-a4b1-0495b6cb03c0","applyUrl":"https://jobs.lever.co/brightonjones/cee55125-ac48-43e6-a4b1-0495b6cb03c0/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.\n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Tampa Bay, FL","team":"Client Service","allLocations":["Tampa Bay, FL"]},"createdAt":1778772547147,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Tampa Bay.\n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Tampa Bay.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","id":"647c9e87-10c1-4290-add3-3a2cf3fa5f37","lists":[{"text":"Your Role:","content":"\nActs as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”\nLeverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning\nCommunicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor \nProactively develops and expands relationships within the community\nCultivates and develops deep relationships with custodial retail branches in collaboration with the national team\nCreates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.\nLeads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.\n\n
"},{"text":"What Will Set You Apart:","content":"\nCandidates must have a four-year degree\nRequired 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.\n6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm\nExpertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis \nUnquestioned commitment to integrity in personal and professional activities\nHighly motivated with ability to function well in a fast-paced environment\nSelf-starter by nature\nExcellent organizational, leadership, communication and presentation skills\nAble to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.\nThis role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.\n"},{"text":"Compensation:","content":"\nPay: $150K – $350K+ (base salary + variable compensation based on revenue growth)\nProfit share: Additional opportunities for discretionary year-end profit sharing\nEquity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest\n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Lead Advisor - New Market - Tampa Bay","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Tampa Bay.
\n
\nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Tampa Bay.\n \nHere’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/647c9e87-10c1-4290-add3-3a2cf3fa5f37","applyUrl":"https://jobs.lever.co/brightonjones/647c9e87-10c1-4290-add3-3a2cf3fa5f37/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Seattle, WA","team":"Client Service","allLocations":["Seattle, WA"]},"createdAt":1647383724176,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nBrighton Jones is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients. In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy. A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives. Our Lead Advisors embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nBrighton Jones is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients. In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy. A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives. Our Lead Advisors embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","id":"6a352da2-715a-4265-9144-060246cb8ea5","lists":[{"text":"Your Role:","content":"\nActs as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”.\nLeverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning.\nCommunicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor.\nDevelop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities\nCultivates and develops deep relationships with custodial retail branches in collaboration with the national team.\nCreates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc..\nLeads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.\nSupport Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients.\nSupport Brighton Jones’ mission by using objectivity, creativity and passion to help our clients, colleagues and community members “live richer lives”.\nProvide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth.\nAssist with development and presentation of training programs including coaching of team members on financial planning strategies.\n"},{"text":"Your Experience:","content":"\nCandidates must have a four-year degree\nRequired 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.\n6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.\nExpertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis. \nUnquestioned commitment to integrity in personal and professional activities.\nHighly motivated with ability to function well in a fast-paced environment.\nSelf-starter by nature.\nExcellent organizational, leadership, communication and presentation skills.\nAble to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.\nThis role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.\n"},{"text":"Compensation:","content":"\nAnnual Compensation: $120,000 - $300,000 per year + variable compensation structure based upon a percentage of net revenues from self-generated closed client business.\n\n
\n\nEligible for Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest. \n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Client Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Lead Advisor - Seattle","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nBrighton Jones is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients. In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy. A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives. Our Lead Advisors embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nBrighton Jones is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients. In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy. A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives. Our Lead Advisors embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/6a352da2-715a-4265-9144-060246cb8ea5","applyUrl":"https://jobs.lever.co/brightonjones/6a352da2-715a-4265-9144-060246cb8ea5/apply"},{"additionalPlain":"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. \n\nWe 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.\n \nBrighton 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. \n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n\nBrighton 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. \n","additional":"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.
","categories":{"commitment":"Full-time","location":"Seattle, WA","team":"Retirement Solutions","allLocations":["Seattle, WA"]},"createdAt":1779734372345,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \nOur OpenPlan team provides financial guidance for companies, teams, and individuals. From entry-level to executive, we have a solution for clients. OpenPlan combines trusted investment expertise with personalized service to create retirement plans that employees truly value and engage with. Backed by Brighton Jones’ wealth management experience, we deliver expert investment guidance and personalized support that automated solutions can’t match.\nWe are seeking a dynamic and results-oriented Managing Director (MD) of Growth - Company Retirement Plans (for our OpenPlan/Retirement Plan Advisory team), who will lead the next phase of expansion for our Retirement Plan Advisory (RPA) business. This individual will be a player coach, responsible for driving net new client acquisition, deepening strategic partnerships, and building scalable growth teams / engines that position the firm as a market leader in retirement plan advisory services. This is a leadership role for a growth-minded person who thrives at the intersection of strategy, business development, and execution. The MD will partner closely with Managing Director of Practice Management, the General Manager and other leadership to drive revenue, optimize operations, and position OpenPlan as a category‑leading offering. \nTake our Values in Action Self-Assessment to see how our values align! \n \nWhat you'll do:\n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\nWe 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.
\n\n
Our OpenPlan team provides financial guidance for companies, teams, and individuals. From entry-level to executive, we have a solution for clients. OpenPlan combines trusted investment expertise with personalized service to create retirement plans that employees truly value and engage with. Backed by Brighton Jones’ wealth management experience, we deliver expert investment guidance and personalized support that automated solutions can’t match.
\n
We are seeking a dynamic and results-oriented Managing Director (MD) of Growth - Company Retirement Plans (for our OpenPlan/Retirement Plan Advisory team), who will lead the next phase of expansion for our Retirement Plan Advisory (RPA) business. This individual will be a player coach, responsible for driving net new client acquisition, deepening strategic partnerships, and building scalable growth teams / engines that position the firm as a market leader in retirement plan advisory services. This is a leadership role for a growth-minded person who thrives at the intersection of strategy, business development, and execution. The MD will partner closely with Managing Director of Practice Management, the General Manager and other leadership to drive revenue, optimize operations, and position OpenPlan as a category‑leading offering.
\n
\nWhat you'll do:
","id":"c73194e5-8b48-4813-9a59-2da23172f017","lists":[{"text":"Key Responsibilities:","content":"Growth Strategy & Execution
\n"},{"text":"Your Experience:","content":"\n7+ years of experience in business development, growth strategy, or leadership roles within retirement plan advisory, institutional consulting, or related services to our target clients\nProven track record of driving significant revenue growth and closing business\nDeep understanding of B2B sales\nPreferred expertise in retirement plan landscape (e.g., 401(k), fiduciary advisory, plan design, vendor ecosystem)\nStrong leadership and team-building capabilities\nExceptional communication, relationship-building, and influencing skills\nStrategic thinker with a hands-on, execution-oriented mindset\nBachelor’s degree required; MBA, JD or other Graduate Degree preferred\nThis role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.\n"},{"text":"Leadership Competencies","content":"\nEntrepreneurial mindset comfortable operating in a fast‑paced, evolving business.\nA builder who can create and scale growth engines—not just maintain them\nA connector who thrives on relationships and partnerships\nA leader who inspires teams and drives accountability\nA strategist who translates vision into measurable results\n"},{"text":"Compensation:","content":"\n\n
$150K – $350K+ (base salary + variable compensation based on revenue growth)\nProfit share: Additional opportunities for discretionary year-end profit sharing\nEquity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest \n\n"}],"text":"Managing Director of Growth - Company Retirement Plans","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\nWe 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.
\n\n
Our OpenPlan team provides financial guidance for companies, teams, and individuals. From entry-level to executive, we have a solution for clients. OpenPlan combines trusted investment expertise with personalized service to create retirement plans that employees truly value and engage with. Backed by Brighton Jones’ wealth management experience, we deliver expert investment guidance and personalized support that automated solutions can’t match.
\n
We are seeking a dynamic and results-oriented Managing Director (MD) of Growth - Company Retirement Plans (for our OpenPlan/Retirement Plan Advisory team), who will lead the next phase of expansion for our Retirement Plan Advisory (RPA) business. This individual will be a player coach, responsible for driving net new client acquisition, deepening strategic partnerships, and building scalable growth teams / engines that position the firm as a market leader in retirement plan advisory services. This is a leadership role for a growth-minded person who thrives at the intersection of strategy, business development, and execution. The MD will partner closely with Managing Director of Practice Management, the General Manager and other leadership to drive revenue, optimize operations, and position OpenPlan as a category‑leading offering.
\n
\nWhat you'll do:
","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \nOur OpenPlan team provides financial guidance for companies, teams, and individuals. From entry-level to executive, we have a solution for clients. OpenPlan combines trusted investment expertise with personalized service to create retirement plans that employees truly value and engage with. Backed by Brighton Jones’ wealth management experience, we deliver expert investment guidance and personalized support that automated solutions can’t match.\nWe are seeking a dynamic and results-oriented Managing Director (MD) of Growth - Company Retirement Plans (for our OpenPlan/Retirement Plan Advisory team), who will lead the next phase of expansion for our Retirement Plan Advisory (RPA) business. This individual will be a player coach, responsible for driving net new client acquisition, deepening strategic partnerships, and building scalable growth teams / engines that position the firm as a market leader in retirement plan advisory services. This is a leadership role for a growth-minded person who thrives at the intersection of strategy, business development, and execution. The MD will partner closely with Managing Director of Practice Management, the General Manager and other leadership to drive revenue, optimize operations, and position OpenPlan as a category‑leading offering. \nTake our Values in Action Self-Assessment to see how our values align! \n \nWhat you'll do:\n","hostedUrl":"https://jobs.lever.co/brightonjones/c73194e5-8b48-4813-9a59-2da23172f017","applyUrl":"https://jobs.lever.co/brightonjones/c73194e5-8b48-4813-9a59-2da23172f017/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Scottsdale, AZ","team":"Client Experience","allLocations":["Scottsdale, AZ"]},"createdAt":1778258944966,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nAre you infectiously positive, personable, and proactive? Do you excel in working in a fast-paced, dynamic environment and problem solving on the fly? Do you obsess over organization, cleanliness, and getting things done quickly and efficiently? \n \nBased at our front desk, you play a pivotal role in welcoming all new faces into our company – clients, candidates, and new employees. The Office Experience Coordinator has a huge role within our Scottsdale team and is the very first person a client, candidate or vendor encounter when arriving into our office. You find creative ways to enhance the client and candidate experience and the in-office environment. This role is important to represent our culture, brand and service offerings for our colleagues, clients, and community. \n \n \nTake ourValues in Action Self-Assessmentto see how our values align!\n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nAre you infectiously positive, personable, and proactive? Do you excel in working in a fast-paced, dynamic environment and problem solving on the fly? Do you obsess over organization, cleanliness, and getting things done quickly and efficiently?
\n
\nBased at our front desk, you play a pivotal role in welcoming all new faces into our company – clients, candidates, and new employees. The Office Experience Coordinator has a huge role within our Scottsdale team and is the very first person a client, candidate or vendor encounter when arriving into our office. You find creative ways to enhance the client and candidate experience and the in-office environment. This role is important to represent our culture, brand and service offerings for our colleagues, clients, and community.
\n
\n
\n","id":"5b62e6b8-1109-4e70-8088-d16c73d1b06b","lists":[{"text":"Your Role - Director of First Impressions","content":"\nAnticipate, delight, and personalize each guest’s experience in our space from the moment they arrive; notify the Brighton Jones team and offer refreshments.\nOffice aesthetic execution; ensure the workplace is organized, tidy, and well-decorated including conference rooms, kitchen, and other common spaces.\nAnswer, screen and forward all incoming phone calls.\nProcess all incoming deliveries, distribute mail to the appropriate personnel, and ensure outgoing packages are delivered.\nMonitor and facilitate the use of conference rooms and manage scheduling conflicts.\nOrganize local vendors including cleaning service, pest control, HVAC, etc.\nSupport internal and external events in our space by prepping the space and ensuring physical and logistical needs are met from the host such as ordering supplies or catering. \n"},{"text":"Your Role - Admin & Vendor Support ","content":"\nProvide support to Growth & Operations role; calendaring, execution of prospect/client/employee experiences, gifts, events, and special projects to drive growth and to keep clients and employees. \nProvide support to Senior Lead Advisor; expense reporting, calendaring, vendor management, travel arrangements, etc. \nAssist with ad-hoc tasks including shipping, printing, courier scheduling, scanning and large order purchases. \nIssue building security items such as pedestal keys and access cards. \nOwn the supply lifecycle; inventory and purchase supplies for the office; organize and stock. \nMaintain the optimal function of our space and equipment, including technology. Coordinate repairs and service calls as necessary. \nCoordinate and project manage space changes such as employee desk moves or space rearrangement. \n"},{"text":"Your Experience","content":"\nOne to three years of general administrative experience preferred. \nUndergraduate degree desired. High school diploma, completed GED, or equivalent required. \nA commitment to delivering an award-winning employee experience. \nStrong organization and problem solving skills. \nA “can-do” attitude, nothing is too large or too small, and the ability to work effectively under pressure. \nExceptional interpersonal skills demonstrated through collaboration with colleagues and thoughtful, compassionate communication. \nPolished and professional presentation and demeanor. \nProficiency in Microsoft Office (Word, Excel, Outlook) required. \nDesire and ability to learn other position-related systems on the job. \nAbility to lift at least 25lbs. \nThis role is an in-office, full-time, and non-exempt position. We are a work from office culture with lots of flexibility. \nHours are Monday through Friday - 8:00 am - 5:00 pm Scottsdale time. We are a work from office culture with lots of flexibility.\n"},{"text":"Compensation:","content":"Pay: Competitive hourly rate.
\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Office Experience Coordinator - Scottsdale","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nAre you infectiously positive, personable, and proactive? Do you excel in working in a fast-paced, dynamic environment and problem solving on the fly? Do you obsess over organization, cleanliness, and getting things done quickly and efficiently?
\n
\nBased at our front desk, you play a pivotal role in welcoming all new faces into our company – clients, candidates, and new employees. The Office Experience Coordinator has a huge role within our Scottsdale team and is the very first person a client, candidate or vendor encounter when arriving into our office. You find creative ways to enhance the client and candidate experience and the in-office environment. This role is important to represent our culture, brand and service offerings for our colleagues, clients, and community.
\n
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nAre you infectiously positive, personable, and proactive? Do you excel in working in a fast-paced, dynamic environment and problem solving on the fly? Do you obsess over organization, cleanliness, and getting things done quickly and efficiently? \n \nBased at our front desk, you play a pivotal role in welcoming all new faces into our company – clients, candidates, and new employees. The Office Experience Coordinator has a huge role within our Scottsdale team and is the very first person a client, candidate or vendor encounter when arriving into our office. You find creative ways to enhance the client and candidate experience and the in-office environment. This role is important to represent our culture, brand and service offerings for our colleagues, clients, and community. \n \n \nTake ourValues in Action Self-Assessmentto see how our values align!\n","hostedUrl":"https://jobs.lever.co/brightonjones/5b62e6b8-1109-4e70-8088-d16c73d1b06b","applyUrl":"https://jobs.lever.co/brightonjones/5b62e6b8-1109-4e70-8088-d16c73d1b06b/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Seattle, WA","team":"Family Office","allLocations":["Seattle, WA"]},"createdAt":1780344839097,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt Brighton Jones, we’re a purpose-drive, 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.\n \nWe 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. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt Brighton Jones, we’re a purpose-drive, 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.
\n
\nWe 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.
\n
\n","id":"289566be-adc2-4f1e-8ffb-01dee67d391f","lists":[{"text":"Your Role:","content":"\nActs as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”.\nLeverages internal and external resources to achieve client objectives in such areas as Investment Management, Cash Flow Planning, Multigenerational Estate Planning, Tax Planning, Risk Management, and Philanthropic Planning.\nCommunicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor.\nDevelop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities\nCreates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc..\nLeads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.\nSupport Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients.\nSupport Brighton Jones’ mission by using objectivity, creativity and passion to help our clients, colleagues and community members “live richer lives”.\nProvide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth.\nAssist with development and presentation of training programs including coaching of team members on financial planning strategies.\n"},{"text":"Your Experience:","content":"\nCandidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.\n6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.\nExpertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis. \nUnquestioned commitment to integrity in personal and professional activities.\nHighly motivated with ability to function well in a fast-paced environment.\nSelf-starter by nature.\nExcellent organizational, leadership, communication and presentation skills.\nAble to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.\nThis role is an in-office, full-time, and exempt position. We are a work from office culture with flexibility.\n"},{"text":"Compensation:","content":"\nPay: $130,000 - $300,000 per year\n\n\n
\n
\n
\n
\n\n
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. \n\n
\n
Ownership & Financial Wellbeing
\n\n
Fully paid medical, dental, and vision coverage for employees\n
401(k) with 100% match up to 3% of annual compensation\n
Equity ownership opportunities for every employee\n
New Business Incentive Program\n
Generous employee referral bonus\n
Cell phone data reimbursement\n
Financial planning services discount for employees and immediate family members\n\n
\n
Time & Flexibility
\n\n
Minimum 3 weeks PTO starting Day 1\n
Winter Break, Summer Friday flex-days, and 10 paid holidays\n
Unlimited Volunteer Time Off plus company grant matching\n
Heavily subsidized transit\n\n
\n
Growth & Development
\n\n
100% reimbursement for required training, certifications, licensing, and dues\n
Personal career development plans\n
Richer Life Business Partner (coaching for all employees)\n
Mindful Emotional & Social Intelligence training\n
Annual professional & personal wellbeing stipend\n\n
\n
Connection & Community
\n\n
Quarterly team-building events\n
Regular social events\n
Employee-led book clubs, committees, and affinity groups\n\n
\n
Family & Milestones
\n\n
Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\n
Adoption benefits\n
Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n\n
\n
\n
\n
\n
\n
Ready to make a meaningful impact?
\n
\nAt Brighton Jones, we’re a purpose-drive, 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.
\n
\nWe 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.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt Brighton Jones, we’re a purpose-drive, 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.\n \nWe 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. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/289566be-adc2-4f1e-8ffb-01dee67d391f","applyUrl":"https://jobs.lever.co/brightonjones/289566be-adc2-4f1e-8ffb-01dee67d391f/apply"},{"additionalPlain":"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. \n\nWe 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.\n \nBrighton 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. \n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n\nBrighton 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. \n","additional":"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.
","categories":{"commitment":"Full-time","location":"Seattle, WA","team":"Legal/Compliance","allLocations":["Seattle, WA"]},"createdAt":1779383862115,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \nThe Legal and Compliance team at Brighton Jones plays a crucial role in ensuring the firm operates with the highest ethical and legal standards. Our work spans a broad range of business needs, including regulatory compliance, client agreements, vendor contracts, corporate governance, and day-to-day legal guidance. We are a collaborative, supportive, and team-oriented group that values proactive support, shared ownership, and strong partnership across the firm.\nWe are looking for an experienced, highly organized and detail-oriented teammate to provide comprehensive paralegal and legal operations support to the Legal and Compliance team. This person will help navigate complex matters, manage details with care and take ownership of meaningful projects that support the broader business.\nThe ideal candidate is proactive, independent and reliable, while also bringing a strong team-first approach. They communicate clearly, follow through consistently, contribute to a positive team dynamic, and understand that success in this role depends on trust, discretion, collaboration and sound judgement. They should bring strong organizational skills, structured communication, a high degree of professionalism and the ability to handle confidential information with discretion and care. \n \nTake our Values in Action Self-Assessment to see how our values align! \n \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n\n
The Legal and Compliance team at Brighton Jones plays a crucial role in ensuring the firm operates with the highest ethical and legal standards. Our work spans a broad range of business needs, including regulatory compliance, client agreements, vendor contracts, corporate governance, and day-to-day legal guidance. We are a collaborative, supportive, and team-oriented group that values proactive support, shared ownership, and strong partnership across the firm.
\n
We are looking for an experienced, highly organized and detail-oriented teammate to provide comprehensive paralegal and legal operations support to the Legal and Compliance team. This person will help navigate complex matters, manage details with care and take ownership of meaningful projects that support the broader business.
\n
The ideal candidate is proactive, independent and reliable, while also bringing a strong team-first approach. They communicate clearly, follow through consistently, contribute to a positive team dynamic, and understand that success in this role depends on trust, discretion, collaboration and sound judgement. They should bring strong organizational skills, structured communication, a high degree of professionalism and the ability to handle confidential information with discretion and care.
\n
\n\n
","id":"756bb1a5-f312-4e11-a299-a982bde7b93a","lists":[{"text":"What You'll Do:","content":"Contract Lifecycle Management (CLM) System Oversight
\n\n- Manage the implementation of and subsequently oversee and maintain the firm’s CLM system to ensure agreements are reviewed, approved, and archived in accordance with firm policies.
\n- Support continuous improvement of legal operations by optimizing the intake process and workflow automation.
\n\nLegal Agreements & Corporate Filings
\n
"},{"text":"What You'll Bring:","content":"\nBachelor’s degree or paralegal certificate from ABA-approved school preferred.\nMinimum of 5 years of professional work experience as a paralegal or legal operations, highly preferred in financial services.\nFamiliarity with SEC regulatory framework for investment advisers (e.g., Advisers Act concepts, Form ADV) preferred.\nExperience supporting audits, regulatory exams, or compliance programs within financial services strongly preferred.\nStrong project management and problem-solving mindset with ability to manage multiple concurrent deadlines and stakeholders.\nProficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and enterprise document management systems.\nAbility to manage multiple matters simultaneously under tight deadlines or quick turnaround times.\nHigh level of attention to detail and accuracy.\nComfort working alongside AI tools and a curiosity to continuously learn and adopt new ways of working as technology evolves.\nThis is a full-time, exempt, in-office position. We are a work from office culture with a lot of flexibility. \n"},{"text":"Compensation:","content":"\nPay: $98,000 - $150,000 per year\n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Senior Paralegal","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n\n
The Legal and Compliance team at Brighton Jones plays a crucial role in ensuring the firm operates with the highest ethical and legal standards. Our work spans a broad range of business needs, including regulatory compliance, client agreements, vendor contracts, corporate governance, and day-to-day legal guidance. We are a collaborative, supportive, and team-oriented group that values proactive support, shared ownership, and strong partnership across the firm.
\n
We are looking for an experienced, highly organized and detail-oriented teammate to provide comprehensive paralegal and legal operations support to the Legal and Compliance team. This person will help navigate complex matters, manage details with care and take ownership of meaningful projects that support the broader business.
\n
The ideal candidate is proactive, independent and reliable, while also bringing a strong team-first approach. They communicate clearly, follow through consistently, contribute to a positive team dynamic, and understand that success in this role depends on trust, discretion, collaboration and sound judgement. They should bring strong organizational skills, structured communication, a high degree of professionalism and the ability to handle confidential information with discretion and care.
\n
\n\n
","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \nThe Legal and Compliance team at Brighton Jones plays a crucial role in ensuring the firm operates with the highest ethical and legal standards. Our work spans a broad range of business needs, including regulatory compliance, client agreements, vendor contracts, corporate governance, and day-to-day legal guidance. We are a collaborative, supportive, and team-oriented group that values proactive support, shared ownership, and strong partnership across the firm.\nWe are looking for an experienced, highly organized and detail-oriented teammate to provide comprehensive paralegal and legal operations support to the Legal and Compliance team. This person will help navigate complex matters, manage details with care and take ownership of meaningful projects that support the broader business.\nThe ideal candidate is proactive, independent and reliable, while also bringing a strong team-first approach. They communicate clearly, follow through consistently, contribute to a positive team dynamic, and understand that success in this role depends on trust, discretion, collaboration and sound judgement. They should bring strong organizational skills, structured communication, a high degree of professionalism and the ability to handle confidential information with discretion and care. \n \nTake our Values in Action Self-Assessment to see how our values align! \n \n","hostedUrl":"https://jobs.lever.co/brightonjones/756bb1a5-f312-4e11-a299-a982bde7b93a","applyUrl":"https://jobs.lever.co/brightonjones/756bb1a5-f312-4e11-a299-a982bde7b93a/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Seattle, WA","team":"Data & Technology","allLocations":["Seattle, WA"]},"createdAt":1773682280804,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \nBrighton Jones is seeking a Senior Salesforce Business Analyst to play a critical role in scaling and modernizing our Salesforce platform and the integrated applications. This role partners across all areas of the firm to deliver impactful solutions that support client experience, workflows, and firm growth.\nYou will have meaningful ownership over Salesforce solution design during a period of active platform evolution, including document generation modernization, UI simplification, and data quality improvements.\nThis is an individual contributor role, reporting to the Senior Director, Data & Systems.\n \nRequired for application: take our Values in Action Self-Assessment to see how our values align!\n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n\n
Brighton Jones is seeking a Senior Salesforce Business Analyst to play a critical role in scaling and modernizing our Salesforce platform and the integrated applications. This role partners across all areas of the firm to deliver impactful solutions that support client experience, workflows, and firm growth.
\n
You will have meaningful ownership over Salesforce solution design during a period of active platform evolution, including document generation modernization, UI simplification, and data quality improvements.
\n
This is an individual contributor role, reporting to the Senior Director, Data & Systems.
\n
\n","id":"2d28b9f3-2543-4684-8325-4ebb173d1dc1","lists":[{"text":"What You’ll Do:","content":"\nServe as a functional lead and Salesforce and integrated application SME\nTranslate business needs into scalable Salesforce solutions from requirements through deployment\nDesign, implement and modernize Salesforce configurations including Flows, objects, fields, record types, page layouts, and permissions\nPartner with stakeholders to lead solution walkthroughs, UAT, and change management\nSupport major initiatives such as DocuSign migration, Skuid (Nintex) deprecation, and platform optimization\nIdentify platform risks, technical debt, and opportunities for process improvement\nMentor teammates and promote Salesforce best practices firmwide\n"},{"text":"What You Bring:","content":"\n5+ years of hands-on Salesforce experience (Sales Cloud, Service Cloud, and/or Financial Services Cloud), with bachelor’s degree\nSalesforce certifications (e.g. Administrator, Business Analyst) preferred or expected within the first year\nStrong expertise in Salesforce configuration and functional solution design\nExperience supporting complex, cross-functional business processes in a TPM capacity\nHands‑on capability building LWC for targeted UI needs\nExperience with Salesforce integrations such as DocuSign, Skuid, Conga, or similar tools\nAbility to manage multiple priorities in a fast-moving environment\nThis role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility\n"},{"text":"You’ll Thrive Here If:","content":"\nYou prefer having responsibility for projects, rather than solely focusing on requirements gathering or managing case queues\nYou are an autonomous operator with high visibility and accountability\nYou care deeply about data quality, platform scalability, and long-term maintainability\nYou enjoy partnering across teams and turning ambiguity into action\nYou’re energized by working across teams and seeing your work directly impact operations and outcomes\n"},{"text":"Compensation:","content":"\nTargeted base salary range is $105,000 - $140,000 per year.\n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Senior Salesforce Business Analyst","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n\n
Brighton Jones is seeking a Senior Salesforce Business Analyst to play a critical role in scaling and modernizing our Salesforce platform and the integrated applications. This role partners across all areas of the firm to deliver impactful solutions that support client experience, workflows, and firm growth.
\n
You will have meaningful ownership over Salesforce solution design during a period of active platform evolution, including document generation modernization, UI simplification, and data quality improvements.
\n
This is an individual contributor role, reporting to the Senior Director, Data & Systems.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \nBrighton Jones is seeking a Senior Salesforce Business Analyst to play a critical role in scaling and modernizing our Salesforce platform and the integrated applications. This role partners across all areas of the firm to deliver impactful solutions that support client experience, workflows, and firm growth.\nYou will have meaningful ownership over Salesforce solution design during a period of active platform evolution, including document generation modernization, UI simplification, and data quality improvements.\nThis is an individual contributor role, reporting to the Senior Director, Data & Systems.\n \nRequired for application: take our Values in Action Self-Assessment to see how our values align!\n","hostedUrl":"https://jobs.lever.co/brightonjones/2d28b9f3-2543-4684-8325-4ebb173d1dc1","applyUrl":"https://jobs.lever.co/brightonjones/2d28b9f3-2543-4684-8325-4ebb173d1dc1/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Seattle, WA","team":"Data & Technology","allLocations":["Seattle, WA"]},"createdAt":1779416407572,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nWe're looking for a Senior Software Engineer to join our Technology team. You'll build the integrations, automations, and applications that scale how Brighton Jones operates and serves clients. This is a hands-on, full-stack role with real ownership across design, build, and delivery.\nYou'll work across a modern tech stack, contribute to architecture decisions, and partner directly with business leaders, analysts, and other engineers to solve real operational problems. You'll also help shape the evolution of our integration platform as we modernize toward event-driven, API-first patterns.\n \nRequired for application: take our Values in Action Self-Assessment to see how our values align!\n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\n\n
We're looking for a Senior Software Engineer to join our Technology team. You'll build the integrations, automations, and applications that scale how Brighton Jones operates and serves clients. This is a hands-on, full-stack role with real ownership across design, build, and delivery.
\n
You'll work across a modern tech stack, contribute to architecture decisions, and partner directly with business leaders, analysts, and other engineers to solve real operational problems. You'll also help shape the evolution of our integration platform as we modernize toward event-driven, API-first patterns.
\n
\n","id":"1de22ecc-67bc-4c0f-855d-99fe68a2ba7b","lists":[{"text":"Your Role","content":"\n
\n- Design, build, and deliver integrations that automate the flow of data across our internal systems and external partner platforms
\n- Build and maintain ETL/ELT pipelines that move and transform data across systems, with strong attention to data quality, observability, and reliability
\n- Develop SQL-based data models, queries, and stored procedures to support reporting, integration, and application needs
\n- Maintain and evolve existing MuleSoft integrations while contributing to the migration toward modern, code-first integration patterns
\n- Build custom applications and components that solve business problems and remove operational friction
\n- Develop AI-enabled features and workflows, including LLM integration, automation, and digital worker use cases
\n- Partner with Business Analysts and stakeholders to define requirements, design solutions, and set expectations
\n- Lead full-lifecycle delivery on Agile projects: requirements, design, development, testing, deployment
\n- Contribute to code reviews, technical standards, and engineering culture
\n\n
\n
\n- Build modern systems on a strong foundation, with direct influence on architecture
\n- Hands-on role in modernizing our integration platform from MuleSoft toward modern, code-first patterns
\n- Direct contribution to AI, automation, and digital worker initiatives
\n- Tight team where senior engineers have visible impact and executive-level visibility
\n- Greenfield to shape engineering practices and technical direction as the function scales
\n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Senior Software Engineer","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\n\n
We're looking for a Senior Software Engineer to join our Technology team. You'll build the integrations, automations, and applications that scale how Brighton Jones operates and serves clients. This is a hands-on, full-stack role with real ownership across design, build, and delivery.
\n
You'll work across a modern tech stack, contribute to architecture decisions, and partner directly with business leaders, analysts, and other engineers to solve real operational problems. You'll also help shape the evolution of our integration platform as we modernize toward event-driven, API-first patterns.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nWe're looking for a Senior Software Engineer to join our Technology team. You'll build the integrations, automations, and applications that scale how Brighton Jones operates and serves clients. This is a hands-on, full-stack role with real ownership across design, build, and delivery.\nYou'll work across a modern tech stack, contribute to architecture decisions, and partner directly with business leaders, analysts, and other engineers to solve real operational problems. You'll also help shape the evolution of our integration platform as we modernize toward event-driven, API-first patterns.\n \nRequired for application: take our Values in Action Self-Assessment to see how our values align!\n","hostedUrl":"https://jobs.lever.co/brightonjones/1de22ecc-67bc-4c0f-855d-99fe68a2ba7b","applyUrl":"https://jobs.lever.co/brightonjones/1de22ecc-67bc-4c0f-855d-99fe68a2ba7b/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Seattle, WA","team":"Data & Technology","allLocations":["Seattle, WA"]},"createdAt":1772647187514,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nThe Sr. Systems Engineer will help develop and support a scalable, resilient, and secure infrastructure. This role is critical to ensuring our infrastructure can support a growing, cloud forward organization while maintaining strong operational discipline and adherence to modern security standards. The Sr. Systems Engineer will own core components of our hybrid environment across on-prem and cloud (Azure, AWS, and M365) ecosystem. The ideal candidate brings a strong understanding of modern identity, zero trust principles, and infrastructure lifecycle management, with the drive to enhance system performance, reduce risk, and support the organization’s long-term technology strategy. \n \nWe are seeking a Senior Systems Engineer with 8+ years of experience designing, implementing, and maintaining enterprise infrastructure. This role is responsible for owning and evolving our hybrid IT environment, including the platforms, tooling, and automation required to support a growing and increasingly data‑driven business. You will be the technical authority, partnering with our Data & Analytics, Application, Development, and Operations teams, delivering secure, resilient, and scalable solutions. \n \nRequired for application: take our Values in Action Self-Assessment to see how our values align!\n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nThe Sr. Systems Engineer will help develop and support a scalable, resilient, and secure infrastructure. This role is critical to ensuring our infrastructure can support a growing, cloud forward organization while maintaining strong operational discipline and adherence to modern security standards. The Sr. Systems Engineer will own core components of our hybrid environment across on-prem and cloud (Azure, AWS, and M365) ecosystem. The ideal candidate brings a strong understanding of modern identity, zero trust principles, and infrastructure lifecycle management, with the drive to enhance system performance, reduce risk, and support the organization’s long-term technology strategy.
\n
\nWe are seeking a Senior Systems Engineer with 8+ years of experience designing, implementing, and maintaining enterprise infrastructure. This role is responsible for owning and evolving our hybrid IT environment, including the platforms, tooling, and automation required to support a growing and increasingly data‑driven business. You will be the technical authority, partnering with our Data & Analytics, Application, Development, and Operations teams, delivering secure, resilient, and scalable solutions.
\n
\n","id":"62e60e7e-656d-42ef-a06d-ca720471b6b4","lists":[{"text":"Your Role - Maintain Hybrid IT Infrastructure:","content":"\nSupport and maintain a hybrid IT infrastructure spanning on-premises and Azure/AWS cloud environments \nArchitect, deploy, and maintain M365 services including Exchange Online, SharePoint, Teams, Intune, Entra, Purview and security/compliance features. \nManage and maintain Windows server environments including Active Directory, Group Policy, DNS, DHCP, and related services \nMonitor system performance, availability, and capacity across cloud services. \nTroubleshoot and resolve advanced network, server, and connectivity issues. \nOversee day-to-day operations of networking infrastructure, including firewalls, switches, VPNs, SDWAN, and wireless systems \nProvide oversight of fleet of Windows endpoints and BYOD mobile devices \n"},{"text":"Your Role - Scalability and Resiliency:","content":"\nImplement automation (PowerShell, Azure Automation, Logic Apps, Infrastructure as Code) to improve reliability and efficiency. \nLead lifecycle management for infrastructure components (patching, upgrades, replacements). \nImplement cybersecurity best practice controls leveraging Microsoft Defender, Azure security services, Data Loss Prevention, Purview, and zero trust principles. \nPartner with Compliance and SOC to support cybersecurity initiatives across the organization and contribute to mitigation strategies to reduce risk \nMonitor security alerts, perform root cause analysis, and apply corrective measures. \nSupport incident response activities and participate in security audits using MDR and IR tools \n"},{"text":"Qualifications:","content":"\n8+ years of experience in systems engineering or cloud/infrastructure roles. \nStrong mastery of M365 administration, Azure architecture, and cloud security concepts. \nProficiency in scripting (PowerShell preferred) and infrastructure automation. \nDeep understanding of identity and access management, conditional access, MFA, and modern authentication. \nFamiliarity with NIST, CIS hardening standards, and similar frameworks. \nStrong analytical and problem-solving skills with ability to work independently to tackle well-scoped and loosely scoped user stories \nEffective communication skills with the ability to collaborate with cross-functional teams and communicate technical concepts to non-technical stakeholders \nThis role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.\n"},{"text":"Compensation:","content":"\nTargeted base salary range is $130,000 - $160,000 per year.\n\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Senior Systems Engineer","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nThe Sr. Systems Engineer will help develop and support a scalable, resilient, and secure infrastructure. This role is critical to ensuring our infrastructure can support a growing, cloud forward organization while maintaining strong operational discipline and adherence to modern security standards. The Sr. Systems Engineer will own core components of our hybrid environment across on-prem and cloud (Azure, AWS, and M365) ecosystem. The ideal candidate brings a strong understanding of modern identity, zero trust principles, and infrastructure lifecycle management, with the drive to enhance system performance, reduce risk, and support the organization’s long-term technology strategy.
\n
\nWe are seeking a Senior Systems Engineer with 8+ years of experience designing, implementing, and maintaining enterprise infrastructure. This role is responsible for owning and evolving our hybrid IT environment, including the platforms, tooling, and automation required to support a growing and increasingly data‑driven business. You will be the technical authority, partnering with our Data & Analytics, Application, Development, and Operations teams, delivering secure, resilient, and scalable solutions.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nThe Sr. Systems Engineer will help develop and support a scalable, resilient, and secure infrastructure. This role is critical to ensuring our infrastructure can support a growing, cloud forward organization while maintaining strong operational discipline and adherence to modern security standards. The Sr. Systems Engineer will own core components of our hybrid environment across on-prem and cloud (Azure, AWS, and M365) ecosystem. The ideal candidate brings a strong understanding of modern identity, zero trust principles, and infrastructure lifecycle management, with the drive to enhance system performance, reduce risk, and support the organization’s long-term technology strategy. \n \nWe are seeking a Senior Systems Engineer with 8+ years of experience designing, implementing, and maintaining enterprise infrastructure. This role is responsible for owning and evolving our hybrid IT environment, including the platforms, tooling, and automation required to support a growing and increasingly data‑driven business. You will be the technical authority, partnering with our Data & Analytics, Application, Development, and Operations teams, delivering secure, resilient, and scalable solutions. \n \nRequired for application: take our Values in Action Self-Assessment to see how our values align!\n","hostedUrl":"https://jobs.lever.co/brightonjones/62e60e7e-656d-42ef-a06d-ca720471b6b4","applyUrl":"https://jobs.lever.co/brightonjones/62e60e7e-656d-42ef-a06d-ca720471b6b4/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Seattle, WA","team":"Corporate Accounting / Finance","allLocations":["Seattle, WA"]},"createdAt":1776376202561,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nWe are seeking a Staff Accountant who is eager to gain broad exposure across accounting and payroll functions within a growing organization. This role provides hands-on experience in month-end close, revenue billing, payroll processing, accounts payable, and full-cycle accounting. The ideal candidate is detail-oriented, organized, and motivated to develop technical accounting skills while contributing to accurate and timely financial operations. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe are seeking a Staff Accountant who is eager to gain broad exposure across accounting and payroll functions within a growing organization. This role provides hands-on experience in month-end close, revenue billing, payroll processing, accounts payable, and full-cycle accounting. The ideal candidate is detail-oriented, organized, and motivated to develop technical accounting skills while contributing to accurate and timely financial operations.
\n
\n","id":"3bca1d20-26b8-4a03-8918-62dad2869d2e","lists":[{"text":"Your Role:","content":"\nAssist in monthly, quarterly, and year end close process, including preparation of journal entries, balance sheet reconciliations, and supporting schedules for financial statements. \nSupport end‑to‑end U.S. payroll processing (semi‑monthly and quarterly cycles), including reconciliations and payroll journal entries. \nProcess payables from approvals, input, to payment to support services around the country. \nManagement of company credit card and expenses to help align with firm-wide budgets. \nResearch and resolve payroll discrepancies; respond to employee payroll inquiries. \nTake on payroll-related initiatives such as compensation statement preparation and delivery. \nParticipate in revenue billings cycle and support revenue recognition processes under applicable accounting guidance. \nCollaborate with cross-functional partners and finance, including providing guidance and training to teammates on accounting policies and procedures to ensure adherence \nExposure to state and local filings and tax preparation for annual tax compliance filings \nAssist with audits of financials, payroll, and accounting data and practices to ensure data integrity. \nIdentify opportunities to simplify, streamline, and scale processes as Brighton Jones continues to grow. \n"},{"text":"Your Experience:","content":"\n
\n
\n\n
Bachelor’s degree preferred in Accounting, Finance, Business Administration, or a related field.\n1+ years of hands-on experience preferred, including use of Dayforce or a comparable payroll system. \nExceptional attention to detail with a consistent record of accurate, high-quality work.\nAdvanced proficiency in Excel.\nDeep understanding of payroll regulations, tax requirements, and payroll impacts to the general ledger and financial reporting.\nStrong analytical, problem-solving, and organizational skills with the ability to manage multiple priorities in a fast-growing environment.\nDemonstrated project management mindset and continuous improvement orientation.\nCustomer-focused approach with clear, professional written and verbal communication skills.\nAbility to build strong, collaborative relationships across teams and organizational levels\n\n\n
\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Staff Accountant","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe are seeking a Staff Accountant who is eager to gain broad exposure across accounting and payroll functions within a growing organization. This role provides hands-on experience in month-end close, revenue billing, payroll processing, accounts payable, and full-cycle accounting. The ideal candidate is detail-oriented, organized, and motivated to develop technical accounting skills while contributing to accurate and timely financial operations.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nWe are seeking a Staff Accountant who is eager to gain broad exposure across accounting and payroll functions within a growing organization. This role provides hands-on experience in month-end close, revenue billing, payroll processing, accounts payable, and full-cycle accounting. The ideal candidate is detail-oriented, organized, and motivated to develop technical accounting skills while contributing to accurate and timely financial operations. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/3bca1d20-26b8-4a03-8918-62dad2869d2e","applyUrl":"https://jobs.lever.co/brightonjones/3bca1d20-26b8-4a03-8918-62dad2869d2e/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \nBrighton 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. \n","additional":"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.
\n
\nWe 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.
\n
\nBrighton 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.
\n
\nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Dallas, TX","team":"Tax","allLocations":["Dallas, TX"]},"createdAt":1776123596265,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nWe are looking for a passionate and talented Tax Manager who enjoys developing and maintaining lasting relationships with our clients. We really get to know our clients, have a deep understanding of their personal and business goals, and provide high-quality tax and planning advice using a consultative and comprehensive approach. \n \nA significant portion of the Tax Services practice consists of managing the tax compliance process for our clients’ individual income tax, trust, and gift tax returns. This position is responsible for overseeing a portion of the Tax Services group in the preparation and planning process for the firm’s clients. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\nWe 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.
\n
\nWe are looking for a passionate and talented Tax Manager who enjoys developing and maintaining lasting relationships with our clients. We really get to know our clients, have a deep understanding of their personal and business goals, and provide high-quality tax and planning advice using a consultative and comprehensive approach.
\n
\nA significant portion of the Tax Services practice consists of managing the tax compliance process for our clients’ individual income tax, trust, and gift tax returns. This position is responsible for overseeing a portion of the Tax Services group in the preparation and planning process for the firm’s clients.
\n
\n","id":"4b6fcba7-0e86-4f41-9fa8-c92f84c13254","lists":[{"text":"Your Role:","content":"\nWork with tax client service teams to complete compliance and advisory tasks\nDetail review tax returns (federal & state returns for individuals, S-corporations, partnerships, trusts and estates)\nOversee tax projections and tax audits for clients\nSupport the advisory team in tax planning related functions\nTrain and mentor tax associates and interns\nAssist clients by phone support and attend client meetings\nConduct technical research as needed\n"},{"text":"Your Experience:","content":"\nBachelor’s degree in Accounting. CPA or EA required; Masters in Taxation or JD preferred\n4+ years of complicated individual income tax return compliance required; estate, gift, trust and partnership experience also required\nWorking knowledge of data collection, data analysis and evaluation\nStrong computer skills (Windows, MSFT Office, Excel, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (Salesforce, etc.) and tax research tools (BNA Portfolios and RIA Checkpoint)\nExperience with CCH Axcess Tax, BNA Tax Planner preferred\nStrong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code, Regulations and other tax pronouncements\nAble to manage heavy workloads and projects, many on a time sensitive basis\nExcellent oral communication skills, with an ability to interact with a tight-knit team of firm professionals with a range of tax knowledge\nHighly motivated with ability to function well in a fast-paced environment with continued growth and development\nThis role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.\n"},{"text":"Compensation:","content":"\nPay: Competitive annual salary\nVariable Compensation: Eligible for discretionary year-end profit sharing\n\n
\n
\nOwnership & Financial Wellbeing
\n\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\n\n
\nTime & Flexibility
\n\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\n\n
\nGrowth & Development
\n\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\n\n
\nConnection & Community
\n\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\n\n
\nFamily & Milestones
\n\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n"}],"text":"Tax Manager - Dallas","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"Ready to make a meaningful impact?
\n
\nAt 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.
\nWe 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.
\n
\nWe are looking for a passionate and talented Tax Manager who enjoys developing and maintaining lasting relationships with our clients. We really get to know our clients, have a deep understanding of their personal and business goals, and provide high-quality tax and planning advice using a consultative and comprehensive approach.
\n
\nA significant portion of the Tax Services practice consists of managing the tax compliance process for our clients’ individual income tax, trust, and gift tax returns. This position is responsible for overseeing a portion of the Tax Services group in the preparation and planning process for the firm’s clients.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nWe are looking for a passionate and talented Tax Manager who enjoys developing and maintaining lasting relationships with our clients. We really get to know our clients, have a deep understanding of their personal and business goals, and provide high-quality tax and planning advice using a consultative and comprehensive approach. \n \nA significant portion of the Tax Services practice consists of managing the tax compliance process for our clients’ individual income tax, trust, and gift tax returns. This position is responsible for overseeing a portion of the Tax Services group in the preparation and planning process for the firm’s clients. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/4b6fcba7-0e86-4f41-9fa8-c92f84c13254","applyUrl":"https://jobs.lever.co/brightonjones/4b6fcba7-0e86-4f41-9fa8-c92f84c13254/apply"},{"additionalPlain":"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. \n \nWe 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.\n \nBrighton 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.\n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n \n \nBrighton 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. \n","additional":"\n
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.
\n
\n
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.
\n
\n
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.
\n
\n
To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
\n
\n
\nBrighton 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.
","categories":{"commitment":"Full-time","location":"Dallas, TX","team":"Tax","allLocations":["Dallas, TX"]},"createdAt":1776958321854,"descriptionPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nWe are looking for a passionate and talented Tax Lead Advisor who enjoys developing and maintaining lasting relationships with our clients. We emphasize building rapport with our clients, having a deep understanding of their personal and business goals, and providing high quality tax and planning advice using a consultative approach. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe are looking for a passionate and talented Tax Lead Advisor who enjoys developing and maintaining lasting relationships with our clients. We emphasize building rapport with our clients, having a deep understanding of their personal and business goals, and providing high quality tax and planning advice using a consultative approach.
\n
\n","id":"a3b9d52a-6d66-40fb-a8ea-1b3022ce3280","lists":[{"text":"Your Role","content":"\nBuild and maintain a personal relationship with clients as the technical tax expert on their planning team\nAssist clients by attending client meetings and delivering client’s tax plan\nSupport the financial advisory team in tax planning related functions\nActively participate in signing and onboarding new clients to the firm\nLead tax client service team for compliance and tax planning\nFinal review and signing of tax returns (federal & state returns for individuals, corporations, partnerships, trusts, and estates)\nOversee tax projections and tax audits for clients\nCoach and develop the team through real-time and consistent feedback\n"},{"text":"Your Experience ","content":"\nBachelor’s degree in Accounting and CPA, JD or EA is required; Masters in Taxation or JD preferred\nMinimum 5 years of individual, partnership, fiduciary, estate, and gift tax return compliance\nWorking knowledge of data collection, data analysis and evaluation\nStrong computer skills (Windows, MSFT Office, Excel, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH Axcess Tax, BNA Tax Planner) and tax research tools (BNA Portfolios and RIA Checkpoint)\nExperience with ADP, QuickBooks, and databases (i.e. Salesforce) preferred\nStrong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code, Regulations, and other tax pronouncements\nAble to manage heavy workloads and projects, many on a time sensitive basis\nExcellent oral communication skills, with an ability to interact with a tight-knit team of firm professionals with a range of tax knowledge\nHighly motivated with ability to function well in a fast-paced environment with continued growth and development\nThis role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.\nSome travel is required.\n"},{"text":"","content":"\n\n
Pay: Competitive annual salary + variable.\n
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. \n\n
\n
\n
Ownership & Financial Wellbeing
\n\n
Fully paid medical, dental, and vision coverage for employees\n
401(k) with 100% match up to 3% of annual compensation\n
Equity ownership opportunities for every employee\n
New Business Incentive Program\n
Generous employee referral bonus\n
Cell phone data reimbursement\n
Financial planning services discount for employees and immediate family members\n\n
\n
Time & Flexibility
\n\n
Minimum 3 weeks PTO starting Day 1\n
Winter Break, Summer Friday flex-days, and 10 paid holidays\n
Unlimited Volunteer Time Off plus company grant matching\n
Heavily subsidized transit\n\n
\n
Growth & Development
\n\n
100% reimbursement for required training, certifications, licensing, and dues\n
Personal career development plans\n
Richer Life Business Partner (coaching for all employees)\n
Mindful Emotional & Social Intelligence training\n
Annual professional & personal wellbeing stipend\n\n
\n
Connection & Community
\n\n
Quarterly team-building events\n
Regular social events\n
Employee-led book clubs, committees, and affinity groups\n\n
\n
Family & Milestones
\n\n
Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\n
Adoption benefits\n
Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years\n\n
Ready to make a meaningful impact?
\n
\nAt 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.
\n
\nWe 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.
\n
\nWe are looking for a passionate and talented Tax Lead Advisor who enjoys developing and maintaining lasting relationships with our clients. We emphasize building rapport with our clients, having a deep understanding of their personal and business goals, and providing high quality tax and planning advice using a consultative approach.
\n
\n","descriptionBodyPlain":"Ready to make a meaningful impact?\n \nAt 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.\n \nWe 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. \n \nWe are looking for a passionate and talented Tax Lead Advisor who enjoys developing and maintaining lasting relationships with our clients. We emphasize building rapport with our clients, having a deep understanding of their personal and business goals, and providing high quality tax and planning advice using a consultative approach. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/a3b9d52a-6d66-40fb-a8ea-1b3022ce3280","applyUrl":"https://jobs.lever.co/brightonjones/a3b9d52a-6d66-40fb-a8ea-1b3022ce3280/apply"},{"additionalPlain":"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. \n\nWe 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.\n \nBrighton 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. \n \nTo the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. \n\nBrighton 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. \n","additional":"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.
","categories":{"commitment":"Full-time","location":"Washington, D.C.","team":"Tax","allLocations":["Washington, D.C."]},"createdAt":1749655831125,"descriptionPlain":"Ready to make a meaningful impact? \n \nAt 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.\n \nWe 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. \n \nAs one of the country's fastest growing wealth management firms, Brighton Jones is looking for a Tax Lead Advisor to join the team and provide exceptional service impact for individual, small business, fiduciary, and related estate, gift, and charitable tax planning and compliance. \n \nWe are looking for a passionate and talented Tax Lead Advisor who enjoys developing and maintaining lasting relationships with our clients. We emphasize building rapport with our clients, having a deep understanding of their personal and business goals, and providing high quality tax and planning advice using a consultative approach. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","description":"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.
As one of the country's fastest growing wealth management firms, Brighton Jones is looking for a Tax Lead Advisor to join the team and provide exceptional service impact for individual, small business, fiduciary, and related estate, gift, and charitable tax planning and compliance.
We are looking for a passionate and talented Tax Lead Advisor who enjoys developing and maintaining lasting relationships with our clients. We emphasize building rapport with our clients, having a deep understanding of their personal and business goals, and providing high quality tax and planning advice using a consultative approach.
","id":"76998ef0-a398-45a2-b957-0eb81edddd1b","lists":[{"text":"Your Role","content":"Build and maintain a personal relationship with clients as the technical tax expert on their planning teamAssist clients by attending client meetings and delivering client’s tax planSupport the financial advisory team in tax planning related functions Actively participate in signing and onboarding new clients to the firmLead tax client service team for compliance and tax planning Final review and signing of tax returns (federal & state returns for individuals, corporations, partnerships, trusts, and estates)Oversee tax projections and tax audits for clients Coach and develop the team through real-time and consistent feedback"},{"text":"Your Experience ","content":"Bachelor’s degree in Accounting and CPA, JD or EA is required; Masters in Taxation or JD preferredMinimum 5 years of individual, partnership, fiduciary, estate, and gift tax return compliance Working knowledge of data collection, data analysis and evaluationStrong computer skills (Windows, MSFT Office, Excel, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH Axcess Tax, BNA Tax Planner) and tax research tools (BNA Portfolios and RIA Checkpoint)Experience with ADP, QuickBooks, and databases (i.e. Salesforce) preferredStrong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code, Regulations, and other tax pronouncementsAble to manage heavy workloads and projects, many on a time sensitive basisExcellent oral communication skills, with an ability to interact with a tight-knit team of firm professionals with a range of tax knowledgeHighly motivated with ability to function well in a fast-paced environment with continued growth and developmentThis role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility."},{"text":"Compensation:","content":"Pay: Competitive annual salary.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 Wellbeing
\tFully paid medical, dental, and vision coverage for employees\t401(k) with 100% match up to 3% of annual compensation\tEquity ownership opportunities for every employee\tNew Business Incentive Program\tGenerous employee referral bonus\tCell phone data reimbursement\tFinancial planning services discount for employees and immediate family members
Time & Flexibility
\tMinimum 3 weeks PTO starting Day 1\tWinter Break, Summer Friday flex-days, and 10 paid holidays\tUnlimited Volunteer Time Off plus company grant matching\tHeavily subsidized transit
Growth & Development
\t100% reimbursement for required training, certifications, licensing, and dues\tPersonal career development plans\tRicher Life Business Partner (coaching for all employees)\tMindful Emotional & Social Intelligence training\tAnnual professional & personal wellbeing stipend
Connection & Community
\tQuarterly team-building events\tRegular social events\tEmployee-led book clubs, committees, and affinity groups
Family & Milestones
\tPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\tAdoption benefits\tAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years"}],"text":"Tax Senior Manager - Washington, D.C.","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"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.
As one of the country's fastest growing wealth management firms, Brighton Jones is looking for a Tax Lead Advisor to join the team and provide exceptional service impact for individual, small business, fiduciary, and related estate, gift, and charitable tax planning and compliance.
We are looking for a passionate and talented Tax Lead Advisor who enjoys developing and maintaining lasting relationships with our clients. We emphasize building rapport with our clients, having a deep understanding of their personal and business goals, and providing high quality tax and planning advice using a consultative approach.
","descriptionBodyPlain":"Ready to make a meaningful impact? \n \nAt 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.\n \nWe 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. \n \nAs one of the country's fastest growing wealth management firms, Brighton Jones is looking for a Tax Lead Advisor to join the team and provide exceptional service impact for individual, small business, fiduciary, and related estate, gift, and charitable tax planning and compliance. \n \nWe are looking for a passionate and talented Tax Lead Advisor who enjoys developing and maintaining lasting relationships with our clients. We emphasize building rapport with our clients, having a deep understanding of their personal and business goals, and providing high quality tax and planning advice using a consultative approach. \n \nTake our Values in Action Self-Assessment to see how our values align! \n","hostedUrl":"https://jobs.lever.co/brightonjones/76998ef0-a398-45a2-b957-0eb81edddd1b","applyUrl":"https://jobs.lever.co/brightonjones/76998ef0-a398-45a2-b957-0eb81edddd1b/apply"}]