Jobs at Brighton Jones

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.

Leads talent acquisition operations by coordinating interviews, managing recruiting workflows and systems, improving data quality, and building reports and dashboards. Partners with recruiters and hiring managers to strengthen candidate experience, streamline processes, maintain ATS integrity, and implement scalable tools, documentation, and operating standards. The role also supports recruiting technology evaluation, process improvement, audits, analytics, and future workforce-planning initiatives.

Leads Brighton Jones’ Impact platform, including strategic impact planning, charitable giving, impact investing, corporate impact, partnerships, budgeting, and team development. This role builds the operating model and capabilities supporting impact offerings, drives adoption across business lines, oversees corporate initiatives, develops measurement frameworks, and collaborates with advisors, leadership, marketing, nonprofits, and investment partners.

Temporary tax internship supporting data collection, tax-data entry, electronic work-paper preparation, and tax-team projects. Interns gain hands-on experience with individual income tax, trust, and gift tax compliance for high-net-worth clients while working alongside experienced tax professionals. The role is in-person in Seattle from January 26 through March 25, 2027, with a minimum availability of 15 hours per week.

Supports tax professionals by collecting and preparing client data, entering tax information into software, producing electronic work papers, and assisting with tax compliance tasks for individual, trust, and gift tax returns.

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, 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.