Analyst (Seattle - August 2027 Start)

Brighton Jones•Seattle, WA

7d•Onsite

About The Position

Brighton Jones is hiring an Analyst to build foundational knowledge, skills, and confidence while supporting clients and advisory teams. Working alongside experienced advisors, the Analyst gains exposure to financial planning, client service, and business operations through structured training, coaching, and hands-on development. The role supports financial planning and investment analyses, client meeting preparation, recommendation development, client service, and day-to-day advisory team operations. The position is based in Seattle, begins August 9, 2027, and is an in-office, exempt role. The company describes its culture as work-from-office with flexibility. The Analyst participates in the Analyst Training Program (ATP), a structured development experience combining formal training, practical learning, coaching, mentorship, and progressively challenging client-related assignments. The program is designed to take 6–12 months, with timing dependent on licensing completion, demonstrated proficiency, quality and consistency of work, and readiness for more independent assignments. Successful completion confirms foundational competencies; future career progression is evaluated separately.

Requirements

Bachelor’s degree required.
Series 65 (or equivalent), or ability to obtain it within 120 days of hire.
Baseline proficiency in Microsoft Office Suite products, including Word, Excel, and Windows.
Demonstrates professionalism, integrity, accountability, and sound judgment.
Communicates clearly and builds trust with clients, teammates, and business partners.
Takes ownership, follows through on commitments, and proactively seeks solutions.
Applies analytical thinking, curiosity, and attention to detail to complex financial information.
Organizes work effectively and manages multiple priorities with accuracy and reliability.
Welcomes feedback and demonstrates commitment to continuous learning and development.
Contributes positively to team culture and is motivated to deliver an exceptional client experience.

Nice To Haves

Bachelor’s degree preferably in Financial Planning, Finance, Accounting, Business, or Economics.
Academic success and other internships or work-related experience.
Strong interest in pursuing the Certified Financial Planner (CFP) credential in the future.

Responsibilities

Prepare financial planning, investment, and wealth management analyses and deliverables in partnership with advisory team members.
Support portfolio reviews and investment research by gathering data, conducting analyses, and helping identify opportunities for discussion with the advisory team.
Analyze financial planning topics such as tax planning, equity compensation, retirement planning, and wealth transfer strategies, while maintaining accurate client and portfolio records.
Partner with Tax, Investments, Estate Planning, and advisory teams to support the development and implementation of client recommendations.
Prepare client meeting agendas, analyze client data, support recommendation development, prepare client deliverables, and document action items in Salesforce.
Support tax coordination and implementation activities for clients’ personal and trust accounts alongside advisory team members and internal specialists.
Coordinate and track client service team priorities, ensuring follow-through on action items and supporting a consistent, high-quality client experience.
Provide analytical, operational, and client service support to advisory teams throughout the client lifecycle.
Help execute time-sensitive client requests, including trades, wire transfers, and journals, ensuring accuracy, proper approvals, timely completion, and clear communication.
Work with custodians and internal partners on account servicing, operational requests, and client-related inquiries.
Gather, organize, and maintain client information in Salesforce and other firm systems, ensuring accurate records and high-quality client data.
Complete required onboarding, training, and licensing milestones, including preparation for and completion of the Series 65 examination.
Participate in classroom-based and real-world learning, guided practice, job shadowing, coaching, mentorship, and progressively challenging assignments.

Benefits

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.
Employee referral bonus.
Cell phone data reimbursement.
Discount on financial planning services for employees and immediate family members.
Minimum three weeks of PTO starting on Day 1.
Winter Break, Summer Friday flex-days, and 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 and personal wellbeing stipend.
Quarterly team-building events and regular social events.
Employee-led book clubs, committees, and affinity groups.
Paid parental leave: 13 weeks for birthing parents and 6 weeks for non-birthing parents.
Adoption benefits.
Anniversary milestone celebrations, including a three-month paid sabbatical at 10 years.