Jobs at Brighton Jones

Supports business development and sales teams by managing prospect journeys, Salesforce pipelines, scheduling, proposals, reporting, dashboards, prospect research, and sales materials. Coordinates cross-functional collaboration, maintains pipeline integrity, tracks performance against targets, and supports revenue growth initiatives while handling multiple priorities.

Provide personalized financial planning and investment guidance to clients, manage ongoing client relationships, maintain accurate CRM and financial planning records, educate clients on markets and portfolios, generate referrals, and support sales growth. The role requires CFP certification, advanced knowledge of financial planning areas, executive compensation expertise, strong communication, and proficiency with eMoney, Salesforce, and Microsoft Office.

Supports wealth management client service teams through financial analysis, portfolio reviews, tax coordination, trade and wire execution, CRM management, and client meeting preparation. The role analyzes portfolios and specialized financial topics, coordinates with tax, investment, and estate planning teams, manages operational requests, and maintains accurate client records. It is a full-time, in-office position with training and mentorship.

Summer interns gain hands-on exposure to financial planning, wealth management, client service, investments, and advisory work. Responsibilities include observing client meetings, preparing for team meetings, completing meaningful cross-functional projects, participating in mock client presentations, collaborating with other interns, and engaging in professional development and community activities. High-performing interns may be considered for a full-time Analyst role after graduation.

Summer interns gain hands-on exposure to financial planning, client service, investments, advisory work, and wealth management operations. Responsibilities include observing client meetings, preparing for team meetings, completing meaningful projects, participating in a mock client presentation, collaborating across teams, attending professional development activities, and building relationships throughout the firm. High-performing interns may be considered for full-time Analyst opportunities after graduation.

Summer interns gain hands-on exposure to financial planning, investments, client service, advisory work, and wealth management operations. Responsibilities include observing client meetings, preparing for advisory engagements, completing meaningful cross-functional projects, participating in professional development, collaborating with firmwide interns, and presenting a mock client case. The role is in-office, up to 40 hours weekly, with potential consideration for a full-time analyst position after graduation.

Summer intern gains hands-on exposure to financial planning, wealth management, client service, investments, tax planning, impact, marketing, and operations. Responsibilities include observing client meetings, preparing for advisory work, completing meaningful projects, participating in a mock client presentation, collaborating across teams, and engaging in professional development, community, and volunteer activities. High-performing interns may be considered for a full-time analyst role after graduation.

Summer interns gain hands-on exposure to financial planning, investments, client service, advisory work, and wealth management operations. Responsibilities include observing client meetings, supporting team preparation, completing meaningful projects, participating in mock client presentations, collaborating across departments, and engaging in professional development, mentorship, and community activities. High-performing interns may be considered for a full-time analyst role after graduation.

Summer interns gain hands-on exposure to financial planning, investments, client service, advisory work, and wealth management operations. Responsibilities include observing and preparing for client meetings, completing meaningful cross-functional projects, participating in mock client presentations, collaborating with teammates and interns, developing professional skills, and engaging in firm and community activities. High-performing interns may be considered for a full-time Analyst role after graduation.

Summer interns gain hands-on exposure to financial planning, client service, investments, tax planning, impact initiatives, marketing, and operations. Responsibilities include observing client meetings, preparing for advisory work, completing meaningful projects, collaborating with teams, participating in professional development, and delivering a mock client presentation. The role is full-time, in-office, and may lead to a future full-time Analyst opportunity.

Manages client service teams and supports wealth management relationships through portfolio reviews, financial planning analyses, trade approvals, rebalancing, client meetings, and implementation activities. Develops deliverables covering cash needs, asset allocation, and vocational freedom; coordinates tax, investment, and estate planning resources; maintains client records and scorecards; and mentors team members. Requires strong analytical, organizational, communication, and client relationship skills.

Manages client service team priorities and wealth management delivery for high-net-worth clients. Responsibilities include portfolio reviews, investment recommendations, financial planning analyses, trade and rebalance approvals, client meetings, implementation coordination, CRM documentation, and collaboration across tax, investment, estate planning, and risk management functions. The Advisor also mentors team members, maintains planning scorecards, and ensures timely execution of client requests.

The Lead Advisor acts as a Personal CFO, managing client wealth management plans, and leading team efforts to ensure high client satisfaction and retention while expanding community relationships.

Supports financial planning, investment analysis, portfolio reviews, tax and wealth strategy analysis, client meeting preparation, and advisory team operations. The role involves preparing client deliverables, maintaining Salesforce records, coordinating service requests, supporting trades and account servicing, and completing structured training toward Series 65 licensing and future CFP development.

Supports financial planning, investment analysis, portfolio reviews, tax and wealth-transfer planning, client meeting preparation, and advisory-team operations. Maintains accurate client records in Salesforce, coordinates trades and account servicing, tracks action items, and assists with client recommendations. The role includes structured training, Series 65 licensing preparation, coaching, and progressive development toward broader advisory responsibilities.

Create and evolve Brighton Jones’s visual brand across digital, print, presentations, campaigns, websites, social media, email, infographics, and client-facing experiences. Partner with marketing and content teams to develop clear visual storytelling, presentation materials, and brand systems. The role requires strong digital design fundamentals, presentation craft, AI fluency, and the ability to explain and defend design recommendations.

Supports financial planning, investment, and wealth management analyses; prepares client meeting materials and recommendations; assists with tax coordination, portfolio reviews, trades, transfers, journals, and account servicing. Maintains accurate client data in Salesforce and other systems while coordinating advisory team priorities. The role includes structured training, coaching, licensing preparation, and progressive client-service responsibilities through the Analyst Training Program.

Supports financial planning, investment analysis, portfolio reviews, tax and wealth-transfer analysis, client meeting preparation, and advisory-team operations. The Analyst maintains accurate client records, coordinates service requests, supports trades and transfers, and collaborates with tax, investment, estate-planning, custodial, and internal teams. The role includes structured training, Series 65 preparation, coaching, and progressive client-service responsibilities through the Analyst Training Program.

Supports financial planning, investment research, portfolio reviews, tax and wealth-transfer analyses, client meeting preparation, recommendations, and client service operations. Maintains accurate client records in Salesforce, coordinates time-sensitive requests such as trades and wire transfers, and collaborates with advisory, tax, investment, and estate-planning teams. Participates in structured training and prepares for the Series 65 examination while developing financial planning, analytical, operational, and client relationship skills.

The Lead Advisor will manage client relationships and financial plans, focusing on investment, estate, and tax planning, while cultivating community relationships and team collaboration.