Analyst (Newport Beach - August 2027 Start)

Brightonjones; Newport Beach (CA); On-site; USD 65,000 - 79,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision

401(k) with match

Equity ownership opportunities

New Business Incentive Program

Referral bonus

Transit subsidy

Career development support

Job summary

Brighton Jones, a leading wealth advisory in Newport Beach, CA, is seeking an Analyst to support clients and advisory teams. You will participate in a structured Analyst Training Program with coaching, mentorship, and hands‑on development, gaining exposure to financial planning, client service, and business operations.

The role begins August 9, 2027, is in‑office, and offers a comprehensive benefits package and a competitive starting salary of $72,000 per year.

Qualifications

• Bachelor’s degree required; preferably in Finance, Economics, or Business.
• Series 65 or ability to obtain within 120 days of hire.
• Interest in pursuing CFP credential in the future.
• Proficiency with Microsoft Office Suite; willingness to learn other systems.
• Professionalism, integrity, accountability, and sound judgment.
• Clear communication and ability to build trust with clients and partners.
• Ownership mindset, follow‑through, and proactive problem solving.
• Strong analytical thinking, curiosity, and attention to detail.

Responsibilities

• Prepare financial planning, investment analyses, and wealth management deliverables with the advisory team.
• Support portfolio reviews and investment research with data gathering and analyses.
• Conduct analyses on tax planning, equity compensation, retirement planning, and wealth transfer.
• Collaborate with Tax, Investments, Estate Planning, and advisory teams to develop client recommendations.
• Build technical expertise through training and real‑world client work.

Skills

Analytical thinking

Client service

Communication

Team collaboration

Problem solving

Microsoft Office

Education

Bachelor’s degree

Series 65

CFP credential in progress

Tools

Salesforce

Job description

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 Inc.com’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 #OneTeam.

We are looking for our next Analyst. Analysts build the foundational knowledge, skills, and confidence needed to support clients and advisory teams at a high level. Working alongside experienced advisors, Analysts gain exposure to financial planning, client service, and business operations while participating in structured training, coaching, and hands‑on development opportunities. Through meaningful client work and continuous learning, Analysts develop the capabilities needed to take on increasing responsibility and grow within the advisory profession.

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

Financial Planning & Analysis:

• 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, conducting analyses, and helping identify opportunities for discussion with the advisory team.
• Conduct analyses related to financial planning topics, including tax planning, equity compensation, retirement planning, and wealth transfer strategies while maintaining accurate client and portfolio records.
• Partner with Tax, Investments, Estate Planning, and advisory teams to support the development and implementation of client recommendations.
• Build technical expertise, professional judgment, and client service skills through structured training, coaching, and real‑world client work.

Client Meeting Preparation & Delivery:

• Partner with advisory teams to prepare client meeting agendas, analyze client data, support the development of recommendations, prepare client deliverables, and document client action items in Salesforce.
• Support tax coordination and implementation activities for clients' personal and trust accounts, working closely with advisory team members and internal specialists.
• Coordinate and track client service team priorities, ensuring follow-through on action items and helping deliver a consistent, high‑quality client experience.

Operations & Client Service:

• Support the day-to-day priorities of advisory teams by providing analytical, operational, and client service support throughout the client lifecycle.
• Partner with advisory team members to execute time-sensitive client requests, including trades, wire transfers, and journals, while ensuring accuracy, proper approvals, timely completion, and clear communication.
• Work closely with custodians and internal partners to support account servicing, operational requests, and client‑related inquiries.
• Gather, organize, and maintain client information within Salesforce and other firm systems, ensuring accurate records and high‑quality client data.

• Bachelor’s degree required (preferably in Financial Planning, Finance, Accounting, Business, or Economics)
• Academic success and other internships or work‑related experience preferred.
• Series 65 (or equivalent) or ability to obtain within 120 days of hire.
• Strong interest in pursuing the Certified Financial Planner (CFP) credential in the future.
• Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position‑related systems on the job.
• Demonstrates professionalism, integrity, accountability, and sound judgment.
• Communicates clearly and builds trust with clients, teammates, and business partners.
• Takes ownership, follows through on commitments, and proactively seeks solutions.
• Applies analytical thinking, curiosity, and attention to detail to complex financial information.
• Organizes work effectively and manages multiple priorities with accuracy and reliability.
• Welcomes feedback and demonstrates a commitment to continuous learning and development.
• Contributes positively to team culture and is motivated to deliver exceptional client experience.

• Position to begin on August 9, 2027.
• This role is an in-office, and exempt position. We are a work from office culture with lots of flexibility.

As an Analyst, you will participate in the Analyst Training Program (ATP), a structured development experience designed to build the foundational knowledge, skills, and experiences needed to support clients and grow your career at Brighton Jones. The program combines formal training, hands‑on learning, coaching, mentorship, and practical application to help Analysts develop the capabilities required for long‑term success.

During the program, you will:

• Complete required onboarding, training, and licensing milestones, including preparation for and completion of the Series 65 examination.
• Participate in classroom‑based and real‑world learning designed to build foundational financial planning, client service, and business knowledge.
• Apply learning through guided practice, job shadowing, and progressively challenging client‑related work assignments.Partner closely with a dedicated Training Partner and People Manager who will provide coaching, feedback, and support throughout the program.
• Build relationships across the firm through collaboration with teammates, mentors, and cross‑functional partners.
• Develop an understanding of the Brighton Jones client experience, business model, and career development framework.
• Progress toward demonstrated proficiency in key Analyst competencies and ATP graduation requirements.
• Program Length: The program is designed to be completed within 6 – 12 months. Timing may vary based on licensing completion, demonstrated proficiency against defined Analyst competencies, quality and consistency of work, and readiness for increasingly independent assignments.
• Completion & Graduation: Successful completion confirms that the Analyst has demonstrated the program’s foundational competencies. Future career progression will be evaluated separately based on sustained performance, demonstrated readiness, credential requirements, business needs, and the firm’s promotion process.

Compensation

• Pay: $72,000 per year

Ownership & Financial Wellbeing

• 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

Time & Flexibility

• Minimum 3 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

Growth & Development

• 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

Connection & Community

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

Family & Milestones

• Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
• Adoption benefits
• Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

Visa Sponsorship: 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.

We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.

Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.

To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.

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.