Financial Planning Analyst (ATP Program)

Brighton Jones; Portland (ME); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical coverage

401(k) with match

Equity ownership

New Business Incentive Program

Referral bonus

Cell phone data reimbursement

Financial planning services discount

Job summary

Brighton Jones is seeking an Analyst to join our in-office, training-focused program. You will support financial planning, investment analyses, and client service alongside experienced advisors, while actively pursuing professional credentials.

You’ll participate in structured training, coaching, and hands-on development, with a clear path toward greater responsibility within our collaborative, growth-minded advisory team.

Qualifications

• Bachelor’s degree in Financial Planning, Finance, Accounting, Business, or Economics.
• Series 65 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.

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, 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.

Skills

Bachelor’s degree

Series 65

Strong communication

Analytical thinking

Team player

Education

Bachelor’s degree in Finance/Business/Economics

Tools

Salesforce

Excel

Job description

Brighton Jones is seeking an Analyst to join our in-office, training-focused program. You will support financial planning, investment analyses, and client service alongside experienced advisors, while actively pursuing professional credentials.

You’ll participate in structured training, coaching, and hands-on development, with a clear path toward greater responsibility within our collaborative, growth-minded advisory team.