Full-Time

Lead Advisor

New Market

Confirmed live in the last 24 hours

Brighton Jones

Brighton Jones

201-500 employees

Wealth management and financial planning services

No salary listed

Senior, Expert

Stamford, CT, USA

In Person

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Public Speaking
Requirements
  • Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
  • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm
  • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
  • Unquestioned commitment to integrity in personal and professional activities
  • Highly motivated with ability to function well in a fast-paced environment
  • Self-starter by nature
  • Excellent organizational, leadership, communication and presentation skills
  • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.
Responsibilities
  • Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their 'Life Plan'
  • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning
  • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor
  • Proactively develops and expands relationships within the community
  • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team
  • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.
  • Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.

Brighton Jones provides wealth management services by acting as a Personal CFO for individuals and families. Their approach includes comprehensive financial planning and management, helping clients align their financial resources with personal values and life goals. They cater to a diverse range of clients, from those with less than $500,000 in assets to those with over $10,000,000, including savvy investors and families focused on financial education for their children. Brighton Jones differentiates itself from competitors by emphasizing a holistic approach that considers both financial and emotional well-being, going beyond traditional fiduciary advice. Their services encompass investment management, retirement planning, tax strategies, and estate planning, with fees based on assets under management or fixed service charges. The company's goal is to help clients thrive by providing a comprehensive financial plan that integrates all aspects of their financial lives.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Seattle, Washington

Founded

1999

Simplify Jobs

Simplify's Take

What believers are saying

  • Brighton Jones' expansion into Atlanta taps into a dynamic and growing market.
  • The firm benefits from the trend of intergenerational wealth transfer, estimated at $68 trillion.
  • Increased demand for ESG investing aligns with Brighton Jones' values-based approach.

What critics are saying

  • Robo-advisors offering low-cost services could attract price-sensitive clients away from Brighton Jones.
  • Fee compression in the industry may pressure Brighton Jones to lower their fees.
  • Potential regulatory changes could increase compliance costs, impacting operational efficiency.

What makes Brighton Jones unique

  • Brighton Jones acts as a Personal CFO, offering comprehensive financial planning services.
  • The firm emphasizes aligning financial resources with clients' personal values and life goals.
  • Brighton Jones provides a holistic approach, integrating financial, personal, and emotional well-being.

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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

ETF Daily News
Jun 17th, 2025
Brighton Jones LLC Takes $750,000 Position in Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ)

Brighton Jones LLC purchased a new stake in Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ - Free Report) in the first quarter, Holdings Channel reports.

PR Newswire
May 29th, 2025
Brighton Jones Launches Atlanta Office With Andrew Foray, Cfp® As Lead Advisor

SEATTLE, May 29, 2025 /PRNewswire/ -- Brighton Jones, a $26 billion (AUA) wealth management firm dedicated to aligning clients' wealth with their values and passions, today announced the opening of its Atlanta office with Andrew Foray, CFP® serving as Lead Advisor, anchoring its presence in a dynamic and growing market."Atlanta is a city full of energy, innovation, and ambition—home to professionals, entrepreneurs, and families who are striving for more than just financial success," said Foray. "That's why I'm excited to bring the Brighton Jones approach to this community. We go beyond traditional financial advising to help clients live with purpose and intention."Foray brings a passion for holistic wealth planning and a strong understanding of the Atlanta community. His work focuses on aligning financial decisions with personal values—guiding clients through key life and family transitions, optimizing cash flow and tax strategies, and incorporating philanthropy and legacy into long-term planning."With Atlanta marking our fourth new office opening in 2025, we're proud to be one of the fastest growing employee-owned RIAs in the nation—all of that growth organic. Atlanta is a vibrant, rapidly expanding market that reflects the evolving financial needs of Americans today," said Mark Jones, Chief Growth Officer. "Our presence here allows us to provide local individuals and families with trusted guidance, tailored strategies, and a long-term approach to helping them live a richer life."Now operating in 22 cities, Brighton Jones has organically built its wealth management platform with a centralized team model that ensures consistency and high quality service nationwide

ETF Daily News
Jan 27th, 2025
Brighton Jones LLC Makes New $392,000 Investment in ACV Auctions Inc. (NASDAQ:ACVA)

Brighton Jones LLC makes new $392,000 investment in ACV Auctions Inc. (NASDAQ:ACVA).

ETF Daily News
Jan 27th, 2025
Brighton Jones LLC Makes New $435,000 Investment in Service Co. International (NYSE:SCI)

Brighton Jones LLC makes new $435,000 investment in Service Co.

ETF Daily News
Jan 27th, 2025
Brighton Jones LLC Invests $408,000 in Expedia Group, Inc. (NASDAQ:EXPE)

Brighton Jones LLC invests $408,000 in Expedia Group, Inc. (NASDAQ:EXPE).