Analyst: Financial Planning & Client Services Training

Brighton Jones; Portland, Northern (OR, KY); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with match

Equity ownership

New Business Incentive Program

Employee referral bonus

Cell phone data reimbursement

Wellbeing stipend

Job summary

Brighton Jones is seeking an Analyst to join a purpose-driven team committed to helping clients live richer lives. This in-office program offers hands-on development, structured training, and mentoring to build foundational financial planning, client service, and business knowledge.

You will work with experienced advisors on financial planning topics, tax coordination, and client service, while pursuing CPA/CFP credentials and growing within the advisory profession.

Qualifications

• Bachelor’s degree required in Financial Planning, Finance, Accounting, Business, or Economics.
• Academic success and internships or work-related experience preferred.
• Series 65 (or equivalent) or ability to obtain within 120 days of hire.
• Strong interest in pursuing the CFP credential in the future.
• Baseline proficiency in Microsoft Office Suite (Word, Excel, Windows) required; learn other position-related systems on the job.

Responsibilities

• Prepare financial planning, investment, and wealth management analyses and deliverables in partnership with advisory team members.
• Support portfolio reviews and investment research by gathering data and analyses, identifying opportunities for discussion.
• Conduct analyses on tax planning, equity compensation, retirement planning, and wealth transfer while maintaining client and portfolio records.
• Partner with Tax, Investments, Estate Planning, and advisory teams to support client recommendations.
• Build technical expertise, professional judgment, and client service skills through training, coaching, and real‑world client work.

Skills

Analytical thinking

Attention to detail

Communication

Ownership

Team collaboration

Client service

Integrity

Education

Bachelor’s degree in Finance/Accounting/Business

Tools

Microsoft Office

Job description

Brighton Jones is seeking an Analyst to join a purpose-driven team committed to helping clients live richer lives. This in-office program offers hands-on development, structured training, and mentoring to build foundational financial planning, client service, and business knowledge.

You will work with experienced advisors on financial planning topics, tax coordination, and client service, while pursuing CPA/CFP credentials and growing within the advisory profession.