Family Wealth Advisor - Seattle

Ready to make a meaningful impact? At 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 ’s 2025 list, as well as national honors for community impact. We 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 #One Team.

• Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough
• Reviews 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
• Prepares comprehensive client meeting deliverables, analyzes all client data and evaluates potential planning strategies
• Provides 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
• Reviews and approves detailed reconciliations of historical cash flows per entity and ten‑year forward looking projections
• Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances
• Attends and drives client meetings; owns the execution of post‑meeting actions, in conjunction with Analysts
• Leverages 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
• Seeks out leadership roles in the team and firm projects/assignments
• Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support
• Maintains 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
• Crafts 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
• Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include the Richer Life Legacy Plan (RLLP), Family Wealth View, Cash Flows and Annual Plans
• Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
• Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately
• Presents 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
• Partners with the Associate Advisor to achieve timely execution of intra‑day requests with strict time frames such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time‑frames

• 4+ years of experience in financial planning, wealth management or a related industry preferred
• Undergraduate degree required
• Required 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.
• Baseline proficiency in Microsoft Office Suite products (Word,…