OpenPlan - Lead Advisor

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.

We're seeking our next Open Plan 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. Open Plan 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.

Take our Values in Action Self-Assessment to see how our values align!

• Work directly with clients to help them design, implement and manage the financial plan that supports their “Life Plan”
• Oversee assigned clients and conduct regular dialogue via email and video conference to discuss the client’s investment objectives, goals, needs, and expectations
• Educate and consult with clients on creating an investment philosophy, understanding market/portfolio performance, and other financial matters
• Be 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
• Organize and input client data into the CRM (Salesforce) and financial planning software (eMoney); manage data accuracy and integrity and keep records current
• Generate referrals from existing clients and on your own
• Drive the sales process with prospective clients to support ongoing growth, including making referrals to the Personal CFO team for clients with increased wealth complexity
• Support the Brighton Jones mission by using objectivity, creativity, and passion to help our clients, colleagues, and community members “live richer lives”
• Provide teammates with timely, candid, and constructive performance feedback
• Assist with ad-hoc projects around client support or team support

• 4+ years of direct client advising experience
• Undergraduate degree and CERTIFIED FINANCIAL PLANNER™ (CFP®) designation required
• High level of technical expertise in estate planning, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
• Familiarity 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
• Familiarity with eMoney and Salesforce CRM (or similar software programs)
• Strong organizational skills, ability to manage heavy workloads and projects, many on a time-sensitive basis, efficiently and effectively
• Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job
• Unquestioned commitment…