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Senior Family Wealth Planner

Job in Seattle, King County, Washington, 98127, USA
Listing for: Brighton Jones LLC
Full Time position
Listed on 2026-06-07
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 95000 - 140000 USD Yearly USD 95000.00 140000.00 YEAR
Job Description & How to Apply Below

Brighton Jones LLC is seeking a Financial Planner in Seattle, WA to act as the first point of contact for client communications and strategize with the Lead Advisor. Responsibilities include reviewing client portfolios, preparing deliverables, and providing analysis on financial topics.

The ideal candidate has 4+ years of financial planning experience and holds a CFP®, CPA, CFA, or JD designation. This in-office, full-time role offers a flexible work culture and a competitive compensation package.

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Position Requirements
10+ Years work experience
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