--- title: 'Lead Advisor at Brighton Jones' canonical: 'https://feeny.ai/job/lead-advisor-brighton-jones-seattle-b629yb1fzrvv' type: 'job' last_seen: '2026-10-14' --- # Lead Advisor at Brighton Jones - **Company:** Brighton Jones - **Location:** Seattle, WA / San Francisco, CA / Silicon Valley, CA / Newport Beach, CA / Denver, CO / Scottsdale, AZ / Dallas, TX / Houston, TX / Tampa Bay, FL / Minneapolis, MN / Chicago, IL / Boston, MA / Austin, TX / Washington, DC - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-09-21 - **Last confirmed live:** 2026-10-14 - **Apply:** https://jobs.lever.co/brightonjones/fab5ecf5-20e3-4c5b-a33a-4cd774627dbe ## Job 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. We're seeking our next OpenPlan Advisor, a key role in our emerging business line at Brighton Jones dedicated to providing personalized financial empowerment. We focus on supporting clients early in their wealth journey, partnering with leading companies and individuals to offer holistic wealth management services. OpenPlan Advisors work closely with clients to understand their unique goals and challenges, creating and updating their Foundational Plan. They also collaborate with key decision makers in organizations to deliver a comprehensive retirement plan offering, including personalized financial advisory for employees. This role is ideal for a natural problem solver passionate about helping others, who thrives in a fast-paced, learning-oriented environment. Take our Values in Action Self-Assessment to see how our values align! Your Role: - 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 - Be able to communicate your understanding of global financial markets as well as current events and other topical issues and how they relate to the client’s investment strategy relative to Brighton Jones’ investment philosophy and approach - Organize and input client data into the CRM (Salesforce) and financial planning software (RightCapital); manage data accuracy and integrity and keep records current - Generate referrals from existing clients and on your own - Drive the sales process with prospective clients to support ongoing growth, including making referrals to the Personal CFO team for clients with increased wealth complexity - Support the Brighton Jones mission by using objectivity, creativity, and passion to help our clients, colleagues, and community members “live richer lives” - Provide teammates with timely, candid, and constructive performance feedback - Assist with ad-hoc projects around client support or team support Your Experience: - 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 experience assisting clients with identifying planning strategies and execution methods - Familiarity with RightCapital and Salesforce CRM (or similar software programs) - Strong organizational skills, ability to manage heavy workloads and projects, many on a time-sensitive basis, efficiently and effectively - Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job - 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 in action and appearance - This is a full-time/exempt status position - This role is fully remote, though in-office time is highly encouraged. Compensation: - Pay: $100-$140k+ (base salary + variable compensation based on revenue growth) - Variable Compensation: Eligible for discretionary year-end profit sharing Ownership & Financial Wellbeing - 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 Time & Flexibility - Minimum 3 weeks PTO starting Day 1 - Winter Break, Summer Friday flex-days, and 10 paid holidays - Unlimited Volunteer Time Off plus company grant matching - Heavily subsidized transit Growth & Development - 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 Connection & Community - Quarterly team-building events - Regular social events - Employee-led book clubs, committees, and affinity groups Family & Milestones - 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 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. ## About Brighton Jones ## Company Overview - **One-liner**: Brighton Jones is a wealth management firm that delivers holistic financial planning and investment advisory services to help clients “Live a Richer Life®.” - **Entity Type**: Private (100% employee-owned; no external venture funding) - **Headquarters**: Seattle, Washington, United States - **Founded**: 1999 - **Founders**: Charles Brighton and Jon Jones ## Core Business - **Primary industry**: Financial Services – Wealth Management, Investment Advisory, Tax Planning, Retirement Plan Advisory - **Target customers**: High‑net‑worth individuals and families (B2C), as well as institutional retirement plan sponsors (B2B) - **Mission**: “To help our clients, colleagues, and the global community Live a Richer Life®” [brightonjones.com/careers](https://www.brightonjones.com/careers/) ## Products & Services - **Holistic Wealth Management**: Comprehensive financial planning that integrates investments, tax strategy, estate planning, philanthropy, and risk management. - **Investment Advisory**: Customized portfolios built around client goals and values. - **Tax Advisory**: Proactive tax planning and preparation services. - **Retirement Plan Advisory**: Consulting and fiduciary services for corporate retirement plans. - **Richer Life Foundation**: A charitable arm that channels 1% of annual revenue to philanthropy, social impact, and community investment [brightonjones.com/careers/lead-advisor](https://www.brightonjones.com/careers/lead-advisor/). ## Market Standing - **Valuation**: Not publicly disclosed (privately held, employee‑owned) - **Key Metric**: $30+ billion in Assets Under Advisement (AUA) as of March 31, 2026 [brightonjones.com/about](https://www.brightonjones.com/about/) - **Client Base**: 4,000+ client households with a 98% client retention rate - **Team**: 350+ team members across 26 offices nationwide [brightonjones.com/careers](https://www.brightonjones.com/careers/) - **Growth Signals**: - 100% organic growth, one of the fastest in the industry - Headcount grew ~18.7% year‑over‑year (to 297 employees per LinkedIn, with 350+ reported on careers page showing continued expansion) [linkedin.com/company/brighton-jones](https://linkedin.com/company/brighton-jones) - Actively hiring Lead Advisors to enter new markets (e.g., Austin, Philadelphia, Boston) - Named a “Best Place to Work” 11 times by local media - **Notable Investors/Partners**: No external investors; the firm is 100% employee‑owned. Over 40% of teammates currently hold equity. ## Competitive Advantages - **100% Employee‑Owned**: Every employee can purchase or earn equity, aligning incentives and fostering long‑term commitment. - **Proprietary MESI Framework**: Mindful Emotional and Social Intelligence (MESI) is a mental fitness and decision‑making program embedded in the culture – considered a “superpower” for the business [brightonjones.com/careers/lead-advisor](https://www.brightonjones.com/careers/lead-advisor/). - **B Corp Certification**: Demonstrates a commitment to social and environmental performance, accountability, and transparency. - **Industry‑Leading Retention**: 98% client retention rate and an 80+ Net Promoter Score reflect deep client trust. - **Holistic, Values‑Based Approach**: Integrates philanthropy and personal values directly into financial plans. ## Strategic Focus - **Geographic Expansion**: Opening new advisor offices in markets such as Austin, Philadelphia, Boston, and Houston. - **Talent Acquisition**: Prioritizing hiring Lead Advisors and support staff to sustain organic growth. - **Deepening Culture & Purpose**: Continuing to invest in MESI training, JEDI (Justice, Equity, Diversity, Inclusion) initiatives, and the Richer Life Foundation. - **Technology Enablement**: Using AI tools in hiring to streamline recruitment while keeping human decision‑making final [jobs.lever.co/brightonjones](https://jobs.lever.co/brightonjones). ## Why Work Here - **Culture**: Collaborative, fun, trust‑based environment with a strong emphasis on belonging and authenticity. Regularly recognized as a top workplace. - **Remote/Hybrid/Office**: Multiple roles are on‑site (e.g., Boston Business Development Specialist), but the firm offers subsidized public transportation and open, collaborative workspaces. Specific remote/hybrid policies vary by role. - **Benefits & Perks**: - Free medical, dental, vision, and life insurance for employees - 401(k) with employer contributions - Generous paid time off, including Summer Fridays and Winter Break - Unlimited paid volunteer time off (matched at $25/hour) - Personal and professional growth stipend - Access to MESI training and Richer Life Business Partners (coaching for all employees) - Opportunity for every employee to own equity or stock options - **Engineering & Technical Roles**: The firm is hiring an Engineering Manager, indicating a growing technology team. Tech roles likely benefit from the same collaborative, values‑driven culture. ## Sources 1. [brightonjones.com/careers](https://www.brightonjones.com/careers/) 2. [brightonjones.com/about](https://www.brightonjones.com/about/) 3. [brightonjones.com/careers/lead-advisor](https://www.brightonjones.com/careers/lead-advisor/) 4. [linkedin.com/company/brighton-jones](https://linkedin.com/company/brighton-jones) 5. [jobs.lever.co/brightonjones](https://jobs.lever.co/brightonjones) ## Other roles at Brighton Jones - [Winter Tax Internship: January - March 2027 (Dallas)](https://feeny.ai/job/winter-tax-internship-january-march-2027-dallas-brighton-jones-dallas-zqdbeapa9qht) — Dallas, TX - [Winter Tax Internship: January - March 2027 (Seattle)](https://feeny.ai/job/winter-tax-internship-january-march-2027-seattle-brighton-jones-seattle-g44dcd9ra8wd) — Seattle, WA - [Business Development Specialist - Scottsdale, Newport Beach or San Diego](https://feeny.ai/job/business-development-specialist-scottsdale-newport-beach-or-san-diego-brighton-33dkkgz838vr) — Scottsdale, AZ / Newport Beach, CA / San Diego, CA - [Associate Advisor - DC](https://feeny.ai/job/associate-advisor-dc-brighton-jones-washington-0ed9fg7qf4w9) — Washington, DC - [Private Wealth Management Summer Internship (Scottsdale - June 2027 Start)](https://feeny.ai/job/private-wealth-management-summer-internship-scottsdale-june-2027-start-brighton-qfq1gb3e4ytb) — Scottsdale, AZ - [Private Wealth Management Summer Internship (Portland - June 2027 Start)](https://feeny.ai/job/private-wealth-management-summer-internship-portland-june-2027-start-brighton-6c52rthraakf) — Portland, OR - [Private Wealth Management Summer Internship (DC - June 2027 Start)](https://feeny.ai/job/private-wealth-management-summer-internship-dc-june-2027-start-brighton-jones-d559kezcz49s) — Washington, DC - [Private Wealth Management Summer Internship (Boston - June 2027 Start)](https://feeny.ai/job/private-wealth-management-summer-internship-boston-june-2027-start-brighton-w68npyexgxq7) — Boston, MA - [Private Wealth Management Summer Internship (San Francisco - June 2027 Start)](https://feeny.ai/job/private-wealth-management-summer-internship-san-francisco-june-2027-start-snghznc498jh) — San Francisco, CA - [Private Wealth Management Summer Internship (Seattle - June 2027 Start)](https://feeny.ai/job/private-wealth-management-summer-internship-seattle-june-2027-start-brighton-6y4rvv4enzs0) — Seattle, WA