B

Brighton Jones

Wealth management with Personal CFO guidance

Analyst

Full-TimeUpdated on 10/23/2026
No salary listed
Entry
Bachelor's
Portland, OR, USA
In Person
Finance & BankingWealth Management & Financial Advisory
No H1B Sponsorship

About the job

Requirements
  • A bachelor's degree is required; Financial Planning, Finance, Accounting, Business, or Economics is preferred.
  • Academic success and other internships or work-related experience are preferred.
  • A Series 65 license or equivalent is required, or the candidate must be able to obtain it within 120 days of hire.
  • A strong interest in pursuing the Certified Financial Planner credential in the future is required.
  • Baseline proficiency in Microsoft Office Suite products, including Word, Excel, and Windows, is required; the candidate is expected to learn other position-related systems on the job.
  • Demonstrate professionalism, integrity, accountability, and sound judgment.
  • Communicate clearly and build trust with clients, teammates, and business partners.
  • Take ownership, follow through on commitments, and proactively seek solutions.
  • Apply analytical thinking, curiosity, and attention to detail to complex financial information.
  • Organize work effectively and manage multiple priorities with accuracy and reliability.
  • Welcome feedback and demonstrate a commitment to continuous learning and development.
  • Contribute positively to team culture and be motivated to deliver an 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.
  • 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 designed to build foundational financial planning, client service, and business knowledge.
  • Apply learning through guided practice, job shadowing, and progressively challenging client-related work assignments.
  • Partner closely with a dedicated Training Partner and People Manager who will provide 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 Brighton Jones client experience, business model, and career development framework.
  • Progress toward demonstrated proficiency in key Analyst competencies and Analyst Training Program graduation requirements.

About the company

B

Brighton Jones

View
cbWebsite

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

Get referred to Brighton Jones

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • September 2026 trust-company launch expands fee capture into fiduciary and trust services.
  • July to September 2026 opened offices in Stamford, Detroit, Cleveland, San Diego, and Fort Lauderdale.
  • August 2026 Citywire named Brighton Jones among America's fastest-growing RIAs.

What critics are saying

  • September 2026 trust-company launch adds regulatory burden across fiduciary and advisory businesses.
  • 2026 multi-state expansion strains service quality across 24 cities and six new offices.
  • Founder-controlled ownership exposes Brighton Jones to advisor defections and client asset flight.

What makes Brighton Jones unique

  • 100% employee-owned model aligns advisor incentives better than private-equity-backed RIAs.
  • Personal CFO bundles investments, tax, estate, insurance, and philanthropy for complex households.
  • Brighton Jones Trust Company adds South Dakota trust expertise across the client balance sheet.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Retirement Plan
  • Paid Vacation
  • Paid Holidays
  • Parental Leave
  • Commuter Benefits
  • Wellness Program

Company News

Citybiz
Sep 15th, 2026
Brighton Jones adds Lead Advisors in San Diego and Fort Lauderdale.

Brighton Jones adds Lead Advisors in San Diego and Fort Lauderdale. September 15, 2026 Garrett Newman And Christopher Budny Brighton Jones has hired Garrett Newman, CFP, and Christopher Budny, CFP, as Lead Advisors in San Diego and Fort Lauderdale, respectively, expanding the $30 billion wealth management firm's advisory leadership as it builds its presence in California and South Florida. Newman and Budny will serve as Personal CFOs for individuals and families, leading local service teams responsible for financial planning, investment management and broader wealth decisions. Budny will also oversee Brighton Jones' newly established Fort Lauderdale office, the firm's fifth office opening this year. The appointments support Brighton Jones' geographic expansion strategy while putting experienced advisors in charge of developing relationships within their respective markets. The firm serves more than 4,000 clients and reported more than $30 billion in assets under advisement as of April 1, 2026. Newman joins Brighton Jones from After-Tax Wealth Management, where he spent the past five years as a Financial Planner. He brings more than 15 years of wealth management experience and previously held positions at Prudential Financial and Fidelity Investments. Having developed a client base in the San Diego area over the past several years, Newman will focus on providing individuals and families in the region with comprehensive wealth and investment management services. Brighton Jones' San Diego office is located at 12636 High Bluff Drive, Suite 400. Budny will take responsibility for establishing Brighton Jones' advisory presence in Fort Lauderdale, making his role both a client-service and market-development position. The new office is located at 100 N Federal Highway. He began his financial services career at Vanguard and later worked as a Financial Advisor at other advisory firms in South Florida. His background spans client service, business development and operations, providing experience across several of the functions required to establish and grow an advisory practice in a new market. The Fort Lauderdale opening is particularly significant for Brighton Jones because it represents a newly established market rather than simply additional staffing in an existing office. Budny will be responsible for developing community relationships and expanding the firm's local client base while building out its service presence. "Growth-oriented advisors like Garrett and Christopher understand that wealth management requires more than just financial planning," said Carley Dillon, General Manager of Personal CFO and Chief Experience Officer at Brighton Jones. Dillon pointed to the firm's Personal CFO model and Wealth Alignment philosophy as factors attracting experienced advisors to Brighton Jones. The Personal CFO approach is designed to address a client's entire balance sheet while incorporating financial decisions into broader personal priorities and goals. That model reflects a wider shift in wealth management toward more comprehensive advice, particularly for affluent individuals and families whose financial needs can extend across investment management, retirement planning, taxes, estate considerations and other areas of their financial lives. For Brighton Jones, geographic expansion also creates an opportunity to combine the resources of a national wealth management organization with locally based advisors who can develop relationships in individual markets. "As our geographic reach continues to expand, it's essential that our Lead Advisors showcase our core values in every community where we've established a presence," said Mark Jones, Chief Growth Officer at Brighton Jones. The addition of Newman gives the firm an experienced advisor with established ties to the San Diego market, while Budny provides Brighton Jones with local financial services experience as it enters Fort Lauderdale. The two appointments therefore address different stages of the firm's market-development strategy: strengthening an existing regional presence in Southern California and building a new one in South Florida. Brighton Jones has positioned its growth around a comprehensive advisory model rather than investment management alone. Its Personal CFO approach is intended to coordinate clients' financial resources with their values, personal priorities and longer-term objectives. With five offices opened this year and more than $30 billion under advisement, the firm is pairing that model with continued geographic expansion. Newman and Budny will be responsible for translating the broader platform into locally led client relationships as Brighton Jones increases its reach in two important wealth management markets.

Brighton Jones
Sep 15th, 2026
Brighton Jones appoints new Lead Advisors to oversee San Diego and Fort Lauderdale regions.

Brighton Jones appoints new Lead Advisors to oversee San Diego and Fort Lauderdale regions. Sep 15, 2026 Firm continues national expansion with second office opening in Florida. Seattle, WA - September 15, 2026 - Brighton Jones, a $30 billion (AUA) wealth management firm dedicated to aligning clients' wealth with their values and passions, has hired Garrett Newman, CFP, as a Lead Advisor in San Diego, California and Christopher Budny, CFP, as a Lead Advisor in Fort Lauderdale, Florida. In their new roles, Newman and Budny will serve as Personal CFO for individuals and families, and lead local service teams dedicated to helping clients understand and achieve their financial and broader life goals. Newman joins Brighton Jones from After-Tax Wealth Management, where he served as a Financial Planner for the last five years. He has more than 15 years of experience in the wealth management industry and previously held positions at Prudential Financial and Fidelity Investments. Having built a client base in the San Diego community over the last several years, he is dedicated to providing local individuals and families with comprehensive wealth and investment management services. Budny will oversee Brighton Jones' Fort Lauderdale office, a newly established market for the firm and its 5th office opening this year. Budny began his career at Vanguard and spent time as a Financial Advisor at other Advisory firms in South Florida. With experience across client service, business development and operations, Budny will develop and expand upon relationships within the community to provide best-in-class client service. "Growth-oriented advisors like Garrett and Christopher understand that wealth management requires more than just financial planning. Our Personal CFO model, coupled with our Wealth Alignment philosophy, continues to attract experienced, dedicated and client-focused professionals to our firm," said Carley Dillon, General Manager of Personal CFO and Chief Experience Officer at Brighton Jones. "As our geographic reach continues to expand, it's essential that our Lead Advisors showcase our core values in every community where we've established a presence," said Mark Jones, Chief Growth Officer at Brighton Jones. "Garrett and Christopher exemplify our commitment to prioritizing clients' overall wellbeing, and we're excited to help more individuals and families in San Diego and Fort Lauderdale live richer lives." The San Diego office is located at 12636 High Bluff Drive, Suite 400, San Diego, CA, 92130 and the Fort Lauderdale office will be located at 100 N Federal Highway Fort Lauderdale, FL, 33301. About Brighton Jones: Brighton Jones is a leading national wealth management firm, with more than 4,000 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. Disclosure: This content is provided for informational and educational purposes only and should not be construed as individualized advice. Please note that statements made in this press release are not representative of the experiences of all Brighton Jones clients or employees and do not guarantee future performance or similar services. Assets Under Advisement (AUA) includes assets for which Brighton Jones provides advisory, planning, and consulting services. AUA is not an SEC-defined measure and differs from Regulatory Assets Under Management (RAUM) reported on Form ADV.

PR Newswire
Sep 15th, 2026
Brighton Jones appoints lead advisors to oversee San Diego and Fort Lauderdale expansion

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.

PR Newswire
Jul 22nd, 2026
Brighton Jones expands to Connecticut and Michigan with $30B wealth manager opening new offices

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.

Yahoo Finance
Jul 22nd, 2026
Brighton Jones continues national expansion with new offices and lead advisors in Connecticut and Michigan.

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.