Analyst (Seattle - August 2027 Start)

Brighton Jones•Seattle, WA

9h•Onsite

About The Position

Brighton Jones is hiring an Analyst to build foundational knowledge and skills 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 analyses, investment research, client meeting preparation and delivery, tax coordination, and day-to-day advisory team operations. Analysts also participate in the Analyst Training Program, which combines formal instruction, guided practice, job shadowing, mentorship, and progressively challenging client-related work. The program is designed to be completed within 6–12 months, with timing dependent on licensing, demonstrated proficiency, work quality, and readiness for greater independence. The position is in-office in Seattle and is exempt. It is scheduled to begin August 9, 2027.

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.
Professionalism, integrity, accountability, and sound judgment.
Clear communication and ability to build trust with clients, teammates, and business partners.
Ownership, follow-through, and proactive problem-solving.
Analytical thinking, curiosity, and attention to detail when working with complex financial information.
Ability to organize work and manage multiple priorities accurately and reliably.
Openness to feedback and commitment to continuous learning and development.
Ability to contribute positively to team culture and motivation to provide an exceptional client experience.

Nice To Haves

Bachelor’s degree preferably in Financial Planning, Finance, Accounting, Business, or Economics.
Academic success and internships or other 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 with advisory team members.
Support portfolio reviews and investment research by gathering data, conducting analyses, and identifying opportunities for discussion.
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 develop and implement client recommendations.
Build technical expertise, professional judgment, and client service skills through training, coaching, and client work.
Prepare client meeting agendas, analyze client data, support recommendations, prepare deliverables, and document action items in Salesforce.
Support tax coordination and implementation for clients’ personal and trust accounts with advisory team members and internal specialists.
Coordinate and track client service team priorities and follow through on action items.
Provide analytical, operational, and client service support to advisory teams throughout the client lifecycle.
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 inquiries.
Gather, organize, and maintain client information in Salesforce and other firm systems, maintaining accurate records and high-quality client data.
Complete 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, and increasingly challenging client-related assignments.
Work with a dedicated Training Partner and People Manager for coaching, feedback, and support.
Collaborate with teammates, mentors, and cross-functional partners, and develop knowledge of the firm’s client experience, business model, and career development framework.
Progress toward proficiency in Analyst competencies and ATP graduation requirements.

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 and company grant matching.
Heavily subsidized transit.
100% reimbursement for required training, certifications, licensing, and dues.
Personal career development plans.
Coaching for all employees through the Richer Life Business Partner program.
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.