Financial Planning Analyst — Training Path

Brighton Jones; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401(k) match

Equity ownership

New Business Incentive Program

Referral bonus

Cell phone data reimbursement

Wellbeing stipend

Parental leave

Job summary

Brighton Jones is seeking an Analyst to join our in-office Analyst Training Program (ATP). You will gain foundational financial planning, client service, and business operations experience while working alongside experienced advisors and receiving structured coaching and mentorship.

The program spans 6–12 months with onboarding, licensing milestones, classroom-based and real-world learning, and opportunities for growth within the advisory profession.

Qualifications

• 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.

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.
• 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.
• 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.

Skills

Professionalism

Client service

Communication

Analytical thinking

Attention to detail

Time management

Team collaboration

Continuous learning

Education

Bachelor’s degree in Financial Planning, Finance, Accounting, Business, or Economics

Tools

Salesforce

Job description

Brighton Jones is seeking an Analyst to join our in-office Analyst Training Program (ATP). You will gain foundational financial planning, client service, and business operations experience while working alongside experienced advisors and receiving structured coaching and mentorship.

The program spans 6–12 months with onboarding, licensing milestones, classroom-based and real-world learning, and opportunities for growth within the advisory profession.