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OpenPlan Wealth Advisor — Remote

Remote / Online - Candidates ideally in
Seattle, King County, Washington, 98127, USA
Listing for: Lever, Inc.
Full Time, Remote/Work from Home position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 100000 - 140000 USD Yearly USD 100000.00 140000.00 YEAR
Job Description & How to Apply Below
Position: OpenPlan Wealth Advisor — Remote Opportunity

Brighton Jones is seeking an Open Plan Advisor to join its growing team from Seattle or remotely. You will design and manage personalized financial plans, collaborate with clients on goals, and communicate investment strategies aligned with Brighton Jones’ philosophy.

This full-time role supports clients early in their wealth journey and involves cross-functional collaboration with the Personal CFO team. The position requires 4+ years of client advising, an undergraduate degree, a CFP

This role, Open Plan Wealth Advisor — Remote Opportunity at Lever, Inc., could be your next move.

Consider building your career as a Open Plan Wealth Advisor — Remote Opportunity at Lever, Inc.

The Open Plan Wealth Advisor — Remote Opportunity position in the Finance field is open for applications.

We have an opening for a Open Plan Wealth Advisor — Remote Opportunity in Seattle, WA, United States within Finance.

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