{"id":990269,"url":"https://alion.io/job/brighton-jones-advisor-seattle","title":"Advisor - Seattle","company":{"id":708257,"name":"Brighton Jones","domain":"brightonjones.com","url":"https://alion.io/company/brighton-jones","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":{"grade":"A","score":89,"open_postings":38,"ghost_share":0.105,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":91,"computed_at":"2026-11-14T05:58:10Z"}},"role":"Communications","role_family":"Communications","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Seattle, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":90000,"max":140000,"currency":"USD","period":"year","gross":null,"usd_annual":140000},"salary_estimate":null,"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Windows","optional":false}],"status":"live","first_seen_at":"2022-12-15T20:32:05Z","employer_posted_date":"2022-12-15","last_verified_at":"2026-11-14T19:06:19Z","board_verified":true,"closed_at":null,"days_open":1430,"trust":{"level":"ghost","repost_count":0,"flags":["stale","company_stale"],"days_open":1429},"description":"Ready to make a meaningful impact?\nAt Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.\nWe lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast-and we’re looking for driven, curious individuals to join our #OneTeam.\nWe are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients.\nTake our Values in Action Self-Assessment to see how our values align!\nYour Role:\nActs as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough\nReviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas \nPrepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies\nProvides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software\nResponsible for reviewing, approving, and strategizing around trades and portfolio rebalances\nAttends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts \nLeverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation\nSeeks out leadership roles in the team and firm projects/assignments\nTrains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support\nMaintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically\nCrafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation\nPrepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA)\nWorks with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation\nFollowing client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately\nPresents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM\nPartners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.\nYour Experience:\n4 + years of experience in financial planning, wealth management or a related industry preferred\nUndergraduate degree required\nRequired professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment.\nBaseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job\nOrganized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively\nThis role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.\nSkills & Attributes\nExcellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows\nExceptional communication skills, both written and verbal, with clients and co-workers\nExceptional interpersonal skills and demonstrated teamwork mentality\nMust be able to project a capable and trustworthy image\nMust be a self-starter and proactively manage workload, communications, and ownership of tasks\nCommitment to excellence and high standards\nVersatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm\nA high degree of personal integrity, maturity, and acute attention to detail\nStrong analytical and problem-solving skills\nCompensation:\nPay: $90k - $140k base compensation\nVariable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest. \nOwnership & Financial Wellbeing\nFully paid medical, dental, and vision coverage for employees\n401(k) with 100% match up to 3% of annual compensation\nEquity ownership opportunities for every employee\nNew Business Incentive Program\nGenerous employee referral bonus\nCell phone data reimbursement\nFinancial planning services discount for employees and immediate family members\nTime & Flexibility\nMinimum 3 weeks PTO starting Day 1\nWinter Break, Summer Friday flex-days, and 10 paid holidays\nUnlimited Volunteer Time Off plus company grant matching\nHeavily subsidized transit\nGrowth & Development\n100% reimbursement for required training, certifications, licensing, and dues\nPersonal career development plans\nRicher Life Business Partner (coaching for all employees)\nMindful Emotional & Social Intelligence training\nAnnual professional & personal wellbeing stipend\nConnection & Community\nQuarterly team-building events\nRegular social events\nEmployee-led book clubs, committees, and affinity groups\nFamily & Milestones\nPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)\nAdoption benefits\nAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 years","description_format":"text","description_chars":7066,"description_truncated":false,"requirements":{"experience_years_min":4,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Milestone celebrations","Parental leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-09-17T02:06:20Z"}],"visa":[],"liveness":{"score":7,"band":"cold","label":"Long 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