Senior Family Wealth Advisor - Seattle

Your Role

• Acts as a Personal CFO for existing 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 investment management, cash flow planning, multigenerational estate planning, tax planning, risk management, and philanthropic planning.
• Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor.
• Develops and expands relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities.
• Creates opportunities and represents Brighton Jones at public speaking events, including community events and industry events.
• Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.
• Supports Business Development through participation in the sales process and generates referrals from existing clients.
• Supports Brighton Jones’ mission by using objectivity, creativity and passion to help our clients, colleagues and community members “live richer lives”.
• Provides teammates with timely, candid and constructive performance feedback; develops employees to their fullest potential and offers challenging opportunities that enhance career growth.
• Assists with development and presentation of training programs, including coaching of team members on financial planning strategies.

• Four‑year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
• Six or more 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 the ability to function well in a fast‑paced environment.
• Self‑starter by nature.
• Excellent organizational, leadership, communication and presentation skills.
• Ability to manage heavy workloads and projects, many on a time‑sensitive basis, while interacting with a tight‑knit team of professionals with a range of financial and tax activities.
• Position is in‑office, full‑time, exempt; work‑from‑office culture with flexibility.

• Base pay: $130,000 – $300,000 per year.
• Variable 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.

• Fully paid medical, dental, and vision coverage for employees.
• 401(k) with 100% match up to 3% of annual compensation.
• Equity ownership opportunities for every employee.
• New Business Incentive Program.
• Generous employee referral bonus.
• Cell phone data reimbursement.
• Financial planning services discount for employees and immediate family members.

• Minimum three weeks PTO starting Day 1.
• Winter break, summer Friday flex‑days, and 10 paid holidays.
• Unlimited volunteer time off plus company grant matching.
• Heavily subsidized transit.

• 100% reimbursement for required training, certifications, licensing, and dues.
• Personal career development plans.
• Richer Life Business Partner coaching for all employees.
• Mindful emotional & social intelligence training.
• Annual professional & personal wellbeing stipend.

• Quarterly team‑building events.
• Regular social events.
• Employee‑led book clubs, committees, and affinity groups.

• Paid parental leave: 13 weeks for birthing parent and six weeks for non‑birthing parent.
• Adoption benefits.
• Anniversary milestone celebrations, including a 3‑month paid sabbatical at ten years.

Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.