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About the Role

Brighton Jones is seeking an OpenPlan Advisor to provide personalized financial empowerment, focusing on supporting clients early in their wealth journey. This role involves creating and updating Foundational Plans, collaborating with organizations on retirement offerings, and providing holistic wealth management services. The ideal candidate is a problem solver passionate about helping others in a fast-paced, learning-oriented environment.

Responsibilities

Work directly with clients to help them design, implement and manage the financial plan that supports their “Life Plan”
Oversee assigned clients and conduct regular dialogue via email and video conference to discuss the client’s investment objectives, goals, needs, and expectations
Educate and consult with clients on creating an investment philosophy, understanding market/portfolio performance, and other financial matters
Communicate understanding of global financial markets, current events, and their relation to client investment strategies relative to Brighton Jones’ investment philosophy
Organize and input client data into CRM (Salesforce) and financial planning software (eMoney), managing data accuracy and integrity
Generate referrals from existing clients and independently
Drive the sales process with prospective clients, including referrals to the Personal CFO team
Support the Brighton Jones mission by using objectivity, creativity, and passion to help clients, colleagues, and community members
Provide teammates with timely, candid, and constructive performance feedback
Assist with ad-hoc projects around client support or team support

Requirements

4+ years of direct client advising experience
Undergraduate degree and CERTIFIED FINANCIAL PLANNER™ (CFP®) designation required
High level of technical expertise in estate planning, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
Familiarity and experience with executive compensation packages (including RSUs, ISOs, NSOs, ESOPs, ESPP plans, etc.) and assisting clients with planning strategies and execution methods
Familiarity with eMoney and Salesforce CRM (or similar software programs)
Strong organizational skills, ability to manage heavy workloads and projects efficiently and effectively
Proficiency in Microsoft Office Suite products (Word, Excel, Windows)
Unquestioned commitment to integrity in personal and professional activities
Highly motivated to learn and grow and with the ability to thrive in a fast-paced environment independently
Excellent oral and written communications skills, able to interact with clients and project a professional, capable image
All new hires must be fully vaccinated against COVID-19 and show proof of vaccination by date of hire
Brighton Jones is compliant with religious and medical exemptions and will provide reasonable accommodation if the exemption is approved
Unable to provide visa sponsorship for the position offered

Skills

Financial planning
Investment advising
Client relationship management
Sales process management
Financial market analysis
Executive compensation planning
CRM software proficiency
Financial planning software proficiency
Microsoft Office Suite proficiency
Communication skills
Organizational skills

Location

Remote
Scottsdale
Seattle

Work Type

Full-time
Exempt

Experience Level

4+ years of direct client advising experience

Education Level

Undergraduate degree
CERTIFIED FINANCIAL PLANNER™ (CFP®) designation

Salary/Compensations

$100-$140k+ (base salary + variable compensation based on revenue growth)

Benefits

Eligible for discretionary year-end profit sharing
Restricted Equity Units granted at hire
Expedited opportunity to convert to Partner status at vest
Fully paid medical, dental, and vision coverage for employees
401(k) with 100% match up to 3% of annual compensation
Equity ownership opportunities for every employee
New Business Incentive Program
Generous employee referral bonus
Cell phone data reimbursement
Financial planning services discount for employees and immediate family members
Minimum 3 weeks PTO starting Day 1
Winter Break
Summer Friday flex-days
10 paid holidays
Unlimited Volunteer Time Off plus company grant matching
Heavily subsidized transit
100% reimbursement for required training, certifications, licensing, and dues
Personal career development plans
Richer Life Business Partner (coaching for all employees)
Mindful Emotional & Social Intelligence training
Annual professional & personal wellbeing stipend
Quarterly team-building events
Regular social events
Employee-led book clubs, committees, and affinity groups
Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
Adoption benefits
Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

About the Company

Brighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives.
One of the largest RIAs in the nation, with a culture of continuous growth, collaboration, and community.
Recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, and national honors for community impact.
Leads the industry in aligning wealth, passion, and purpose.
Over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach.
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 build authentic relationships, learn and grow continuously, work hard while having fun, and give back to our community.
Brighton Jones is a team founded on equity and respect, on a mission to help each other, our clients, and global community thrive.
Actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.

Equal Opportunity

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.