Brighton Jones Benefits Overview

Supports financial planning, investment and wealth management analysis, portfolio reviews, tax and retirement planning, client meeting preparation, and advisory team operations. The Analyst prepares client deliverables, maintains Salesforce records, coordinates service requests, supports trades and transfers, and collaborates with tax, investment, estate planning, custodial, and advisory teams. The role includes structured training, Series 65 preparation, and progressive development toward financial planning responsibilities.

Own full-cycle recruiting for senior-level, priority, and hard-to-fill roles. Develop sourcing strategies, engage passive candidates, build talent pipelines, partner with hiring leaders, assess candidates, guide hiring decisions, and deliver a high-touch candidate experience. Use recruiting data to monitor search health and outcomes, maintain accurate ATS records, provide market insights, and contribute to process improvement, employer branding, and recruiting programs.

The Advisor manages client service teams, handles client communication, performs financial analysis, and prepares meeting deliverables for wealth management.