{"id":1123386,"url":"https://alion.io/job/brighton-jones-openplan-lead-advisor","title":"Lead Advisor","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":"lead","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Seattle, United States","San Francisco, United States","Denver, United States","Dallas, United States","Tampa, United States","Houston, United States","Minneapolis, United States","Scottsdale, United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":100000,"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":"Salesforce","optional":false},{"name":"Windows","optional":false}],"status":"live","first_seen_at":"2026-09-21T23:08:34Z","employer_posted_date":"2026-09-21","last_verified_at":"2026-11-14T19:06:19Z","board_verified":true,"closed_at":null,"days_open":53,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":53},"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're seeking our next OpenPlan Advisor, a key role in our emerging business line at Brighton Jones dedicated to providing personalized financial empowerment. We focus on supporting clients early in their wealth journey, partnering with leading companies and individuals to offer holistic wealth management services. OpenPlan Advisors work closely with clients to understand their unique goals and challenges, creating and updating their Foundational Plan. They also collaborate with key decision makers in organizations to deliver a comprehensive retirement plan offering, including personalized financial advisory for employees. This role is ideal for a natural problem solver passionate about helping others, who thrives in a fast-paced, learning-oriented environment.\nTake our Values in Action Self-Assessment to see how our values align!\nYour Role:\nWork directly with clients to help them design, implement and manage the financial plan that supports their “Life Plan”\nOversee assigned clients and conduct regular dialogue via email and video conference to discuss the client’s investment objectives, goals, needs, and expectations\nEducate and consult with clients on creating an investment philosophy, understanding market/portfolio performance, and other financial matters\nBe able to communicate your understanding of global financial markets as well as current events and other topical issues and how they relate to the client’s investment strategy relative to Brighton Jones’ investment philosophy and approach\nOrganize and input client data into the CRM (Salesforce) and financial planning software (RightCapital); manage data accuracy and integrity and keep records current\nGenerate referrals from existing clients and on your own\nDrive the sales process with prospective clients to support ongoing growth, including making referrals to the Personal CFO team for clients with increased wealth complexity\nSupport the Brighton Jones mission by using objectivity, creativity, and passion to help our clients, colleagues, and community members “live richer lives”\nProvide teammates with timely, candid, and constructive performance feedback\nAssist with ad-hoc projects around client support or team support\nYour Experience:\n4+ years of direct client advising experience\nUndergraduate degree and CERTIFIED FINANCIAL PLANNER™ (CFP®) designation required\nHigh level of technical expertise in estate planning, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis\nFamiliarity and experience with executive compensation packages (including RSUs, ISOs, NSOs, ESOPs, ESPP plans, etc) and experience assisting clients with identifying planning strategies and execution methods\nFamiliarity with RightCapital and Salesforce CRM (or similar software programs)\nStrong organizational skills, ability to manage heavy workloads and projects, many on a time-sensitive basis, efficiently and effectively\nProficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job\nUnquestioned commitment to integrity in personal and professional activities\nHighly motivated to learn and grow and with the ability to thrive in a fast-paced environment independently\nExcellent oral and written communications skills, able to interact with clients and project a professional, capable image in action and appearance\nThis is a full-time/exempt status position\nThis role is fully remote, though in-office time is highly encouraged.\nCompensation:\n Pay: $100-$140k+ (base salary + variable compensation based on revenue growth) \nVariable Compensation: Eligible for discretionary year-end profit sharing\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":5581,"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","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-09-22T19:59:09Z"}],"visa":[],"liveness":{"score":85,"band":"hot","label":"Hiring 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