Analyst (Newport Beach - August 2027 Start)

Brighton Jones • Newport Beach, CA

5d • Onsite

About The Position

Analysts build the foundational knowledge, skills, and confidence needed to support clients and advisory teams at a high level. Working alongside experienced advisors, Analysts gain exposure to financial planning, client service, and business operations while participating in structured training, coaching, and hands-on development opportunities. Through meaningful client work and continuous learning, Analysts develop the capabilities needed to take on increasing responsibility and grow within the advisory profession. Brighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, they have built a culture of continuous growth, collaboration, and community, recognized with 15 consecutive “Best Places to Work” awards. They lead the industry in aligning wealth, passion, and purpose to help clients thrive. With over $30 billion in assets under advisement and 300+ teammates nationwide, they are growing fast and looking for driven, curious individuals to join their #OneTeam.

Requirements

• Bachelor’s degree required (preferably in Financial Planning, Finance, Accounting, Business, or Economics)
• Academic success and other internships or work-related experience preferred.
• Series 65 (or equivalent) or ability to obtain within 120 days of hire.
• Strong interest in pursuing the Certified Financial Planner (CFP) credential in the future.
• Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job.
• 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 a commitment to continuous learning and development.
• Contributes positively to team culture and is motivated to deliver exceptional client experience.

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.
• Conduct analyses related to financial planning topics, including 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.
• Build technical expertise, professional judgment, and client service skills through structured training, coaching, and real-world client work.
• Partner with advisory teams to prepare client meeting agendas, analyze client data, support the development of recommendations, prepare client deliverables, and document client action items in Salesforce.
• Support tax coordination and implementation activities for clients' personal and trust accounts, working closely with advisory team members and internal specialists.
• Coordinate and track client service team priorities, ensuring follow-through on action items and helping deliver a consistent, high-quality client experience.
• Support the day-to-day priorities of advisory teams by providing analytical, operational, and client service support throughout the client lifecycle.
• Partner with advisory team members to execute time-sensitive client requests, including trades, wire transfers, and journals, while ensuring accuracy, proper approvals, timely completion, and clear communication.
• Work closely with custodians and internal partners to support account servicing, operational requests, and client-related inquiries.
• Gather, organize, and maintain client information within Salesforce and other firm systems, ensuring accurate records and high-quality client data.

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
• Generous employee referral bonus
• Cell phone data reimbursement
• Financial planning services discount for employees and immediate family members
• Minimum 3 weeks PTO starting Day 1
• Winter Break
• Summer Friday flex-days
• 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 & personal wellbeing stipend
• Quarterly team-building events
• Regular social events
• Employee-led book clubs, committees, and affinity groups
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level