Brighton Jones
Wealth management with Personal CFO guidance
Analyst
In-office role; work-from-office culture.
About the job
- A bachelor's degree is required, preferably in Financial Planning, Finance, Accounting, Business, or Economics.
- Series 65 or an equivalent qualification is required, or the ability to obtain it within 120 days of hire.
- Baseline proficiency in Microsoft Office Suite products, including Word, Excel, and Windows, is required.
- Strong interest in pursuing the Certified Financial Planner credential in the future is required.
- Candidates must be able to work in an in-office environment.
- The position is exempt.
- 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 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.
- Prepare client meeting agendas, analyze client data, support recommendation development, prepare client deliverables, and document client action items in Salesforce.
- Support tax coordination and implementation activities for clients' personal and trust accounts.
- Coordinate and track client service team priorities, ensuring follow-through on action items and delivery of a consistent client experience.
- 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, while ensuring accuracy, proper approvals, timely completion, and clear communication.
- Work with custodians and internal partners to support account servicing, operational requests, and client-related inquiries.
- Gather, organize, and maintain client information in Salesforce and other firm systems.
- 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 focused on foundational financial planning, client service, and business knowledge.
- Apply learning through guided practice, job shadowing, and progressively challenging client-related work assignments.
- Partner with a dedicated Training Partner and People Manager for coaching, feedback, and support throughout the program.
- Build relationships across the firm through collaboration with teammates, mentors, and cross-functional partners.
- Develop an understanding of the firm's client experience, business model, and career development framework.
- Progress toward proficiency in key Analyst competencies and Analyst Training Program graduation requirements.
- Academic success and other internships or work-related experience are preferred.
About the company
Brighton Jones provides wealth management services with a Personal CFO approach aimed at individuals and families. It delivers comprehensive financial planning and ongoing management across areas such as investment management, retirement planning, tax strategies, and estate planning, with a focus on aligning financial resources with personal values and life goals. How it works: clients pay advisory fees—either a percentage of assets under management, fixed fees, or a mix—and receive tailored advice and coordination across all financial aspects, guided by a holistic, fiduciary standard. How it differs from competitors: the firm emphasizes a holistic, person-centered process that integrates emotional well-being and values with financial planning, offering deeply customized planning and proactive coordination beyond traditional fiduciary advice. Goals: help clients thrive by turning complex finances into clear plans that support their life goals and family legacy.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Seattle, Washington
Founded
1999
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Simplify's Take
What believers are saying
- Brighton Jones reached $30 billion AUA and 5,500 clients by April 1, 2026.
- September 15, 2026 brought San Diego and Fort Lauderdale hires, showing continued geographic momentum.
- July 22, 2026 Connecticut and Michigan offices widened reach into affluent Northeast and Midwest markets.
What critics are saying
- Fort Lauderdale, San Diego, Detroit, Stamford, and Cleveland openings stretch 2026 onboarding capacity.
- Forty-two open roles in September 2026 signal persistent hiring pressure across advisor and operations teams.
- Advisor departures would strand new offices, slowing client growth and hurting local referral pipelines.
What makes Brighton Jones unique
- Employee-owned Bright Jones opened offices in 24 cities by September 2026.
- Its Personal CFO model bundles investments, tax, estate, insurance, and philanthropy.
- Lenora Family Office serves ultra-high-net-worth families with multigenerational planning and impact strategy.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
Paid Vacation
Paid Holidays
Parental Leave
Commuter Benefits
Wellness Program
Company News
Brighton Jones, a wealth management firm with $30 billion in assets under advisement, has appointed two new lead advisors to expand its presence in San Diego and Fort Lauderdale. Garrett Newman will oversee the San Diego office, bringing over 15 years of industry experience from firms including Prudential Financial and Fidelity Investments. Christopher Budny will lead Brighton Jones' newly established Fort Lauderdale office, the firm's fifth opening this year. Budny previously worked at Vanguard and other advisory firms in South Florida. Both advisors will serve as Personal CFO for individuals and families, leading local service teams. The appointments are part of Brighton Jones' continued national expansion, with the firm now serving more than 4,000 clients across multiple locations.
Brighton Jones has opened two new offices in Stamford, Connecticut, and Detroit, Michigan, as part of its national expansion. The wealth management firm appointed Robert Bennett Jr., CFP, to lead the Stamford office and Michael Kreza, CFP, to oversee the Detroit location. Bennett joins from Round Rock Advisors, where he created financial plans for high-net-worth clients. Kreza previously served as assistant vice president and private client adviser at North Coast Asset Management. The firm manages over $30 billion in assets under advisement for more than 5,500 clients as of 1 April 2026. Brighton Jones uses a Personal CFO approach that aims to align clients' wealth with their values and goals. The expansion reflects the firm's employee ownership model and focus on organic growth.
Brighton Jones continues national expansion with new offices and lead advisors in Connecticut and Michigan. PR Newswire SEATTLE, July 22, 2026 /PRNewswire/ - Brighton Jones, a wealth management firm dedicated to aligning clients' wealth with their values and passions, has announced the opening of two new offices in Connecticut and Michigan, each managed by a new Lead Advisor. Robert Bennett Jr., CFP(R) and Michael Kreza, CFP(R) will be responsible for delivering the firm's comprehensive Personal CFO approach to families and individuals in these markets. Bennett will lead the new office in Stamford, Connecticut, and will be responsible for integrating Brighton Jones' proven approach to wealth management into the local market. He joins from Round Rock Advisors, where he created and executed financial plans for high-net-worth individuals and families. He began his career at New York Life Insurance Company, where he served as an insurance sales agent, before securing his CFP and transitioning to holistic wealth management. Kreza will oversee the Detroit, Michigan market, and will utilize his familiarity with the region to provide personalized financial planning and wealth management services to local families and individuals. He served as an Assistant Vice President and Private Client Advisor for North Coast Asset Management for the last two years, and previously spent five years as a Wealth Advisor at Polaris Wealth Advisory Group. "Bobby and Mike are solid, growth-oriented additions to our team, and their client-first mentality aligns closely with our firm's core values. As we grow, we remain deeply committed to aligning clients' investments, plans, and finances with what matters most to them," said Carley Dillon, General Manager of Personal CFO and Chief Experience Officer at Brighton Jones. "Our dedication to organic growth and our employee ownership model continue to attract new advisors to our firm," added Mark Jones, Chief Growth Officer at Brighton Jones. "We're eager to continue expanding our geographic reach and providing high-net-worth individuals and families with our exceptional client service, investment management and wealth alignment capabilities." The new Stamford office will be located at 700 Canal Street, 1st Floor, Stamford, CT. The new Detroit office will be located at 755 W. Big Beaver Road Suite 2020, Troy, MI. About Brighton Jones Brighton Jones is a leading national wealth management firm, with more than 5,500 clients and over $30 billion in assets under advisement as of April 1, 2026. The firm has pioneered a comprehensive Personal CFO approach that partners with clients across their entire balance sheet and beyond to align their resources with their values, passions, and purpose. By transcending traditional financial planning, Brighton Jones empowers every client to pursue a thriving and impactful life - their richer life. Learn more at brightonjones.com.
Brighton Jones, a $30 billion wealth management firm, has expanded into Ohio with a new Cleveland office led by Mitchell Kotheimer as Lead Advisor. The firm now operates in 24 cities following this sixth office opening in two years. Kotheimer joins from Independence Wealth Advisors, where he served as Senior Financial Planner, having worked with over 350 families throughout his career. He will serve as Personal CFO for clients, managing investments, tax and estate plans, philanthropic efforts and wealth strategies using Brighton Jones' holistic approach. The employee-owned firm serves over 5,500 clients and plans further expansion into Detroit, Fort Lauderdale, Raleigh-Durham, Salt Lake City, San Diego, St Louis and Stamford. The Cleveland office is located in the One Chagrin Highlands building in Beachwood.
Brighton Jones appoints Jessica Andrews as General Manager. Jessica Andrews Brighton Jones, an independent wealth management firm dedicated to aligning clients' wealth with their values and passions, today announced the appointment of Jessica Andrews as General Manager of Lenora Family Office, Multi-Family Office and Impact. In this role, Jessica will lead Lenora, the Brighton Jones offering for ultra-high-net-worth families whose wealth and purpose are deeply intertwined. Under her leadership, Lenora aims to help families strengthen communication, steward wealth across generations, and drive impact initiatives to make the world a better place. Jessica has spent two decades advising some of the Pacific Northwest's most accomplished families, helping them integrate wealth planning with next-gen education, family alignment, and trust and estate planning. She has served as President and founding executive of a multi-family office and regulated trust company, and as Senior Vice President at Merrill Gardens, a national, family-owned senior housing company. She is also the co-founder of Self Space Seattle, a leading mental health practice built around the belief that meaningful lives are grounded in emotional well-being. Her work across both finance and mental health reflects her long-standing commitment to helping individuals and families thrive in all dimensions of their lives. "Jessica is an emotionally intelligent leader whose experience working closely with some of Seattle's most prominent families makes her a tremendous asset to our team," says Jon Jones, CEO of Brighton Jones. "Ultra-high-net-worth clients require specific services in order to pursue their financial and philanthropic aspirations, and as this segment of our business grows, Jessica's understanding of the challenges and opportunities facing generational and emergent wealth will be invaluable." In 2021, Jessica was recognized on the Puget Sound Business Journal's 40 Under 40 list. She has dedicated her career to preparing the next generation for thoughtful wealth stewardship, designing programs and curriculum that strengthen family unity, and helping family-owned businesses achieve long term success. Adds Andrews, "I am thrilled to join Brighton Jones. The firm's compassion and care for clients and employees, focus on mental well-being, appreciation for clients' lives beyond the balance sheet, and employee-owned business model is a key differentiator. Brighton Jones has a long history of serving ultra-high-net-worth families with exceptional care and insight. I'm excited to join this incredible team and help evolve the offering to anticipate and support the goals of these dynamic families and their next generation." Andrews is based in the firm's Seattle office. She reports to Jones, who previously oversaw this part of the business. About Brighton Jones Brighton Jones is a leading national wealth management firm, with over 5,500 clients and over $30 billion in assets under advisement. They have pioneered a comprehensive Personal CFO approach that partners with clients across their entire balance sheet and beyond to align their resources with their values, passions, and purpose. By transcending traditional financial planning, Brighton Jones empowers every client to pursue a thriving and impactful life - their richer life. Learn more at brightonjones.com. About Lenora Family Office Lenora Family Office, the ultra-high-net-worth offering from Brighton Jones, helps families manage the full complexity of wealth so they can live with greater purpose and clarity. The multi-disciplinary Lenora team builds personalized family office structures tailored to each client's values, needs, and passions, while providing expertise across balance sheet management, tax strategy, liquidity, wealth transfer, and next-gen engagement. Through this work, Brighton Jones enables families to design and carry out Richer Life Legacy Plans that embody and sustain their values for generations to come.