OpenPlan - Lead Advisor

Lever, Inc.; Seattle (WA); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with 100% match up to 3%

Equity ownership opportunities

New Business Incentive Program

Referral bonuses

Transit subsidy

Wellbeing stipend

Job summary

Brighton Jones is seeking an OpenPlan Advisor to join its growing team from Seattle or remotely. You will design and manage personalized financial plans, collaborate with clients on goals, and communicate investment strategies aligned with Brighton Jones’ philosophy.

This full-time role supports clients early in their wealth journey and involves cross-functional collaboration with the Personal CFO team. The position requires 4+ years of client advising, an undergraduate degree, a CFP

Qualifications

• 4+ years of direct client advising experience.
• Undergraduate degree and CFP designation required.
• Strong knowledge of estate planning, tax, retirement, insurance, and cash flow planning.
• Familiarity with executive compensation packages (RSUs, ISOs, NSOs, ESOPs, ESPP).
• Familiarity with eMoney and Salesforce CRM.
• Excellent organizational and communication skills.

Responsibilities

• Design, implement and manage financial plans supporting client life plans.
• Engage with clients via email and video to discuss objectives and goals.
• Educate clients on investment philosophy and market performance.
• Input and maintain client data in CRM (Salesforce) and planning software (eMoney).
• Generate referrals and drive growth with prospective clients.
• Coordinate with the Personal CFO team for complex cases.
• Provide feedback and support to teammates.
• Assist with ad hoc client and team projects.

Skills

Client advisory

Financial planning

Communication

CRM and planning software

Time management

Education

Undergraduate degree

CFP designation

Tools

eMoney

Salesforce CRM

Microsoft Office

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're seeking our next OpenPlan 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. OpenPlan 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!

Your Role:

• 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

Your Experience:

• 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 to integrity in personal and professional activities
• Highly motivated to learn and grow and with the ability to thrive in a fast-paced environment independently
• Excellent oral and written communications skills, able to interact with clients and project a professional, capable image in action and appearance
• This is a full-time/exempt status position
• This position can work remotely but will report to teams based in Scottsdale and Seattle
• All new hires must be fully vaccinated against COVID-19 and show proof of vaccination by date of hire. Brighton Jones is compliant with religious and medical exemptions and will provide reasonable accommodation if the exemption is approved

Compensation:

• Pay: $100-$140k+ (base salary + variable compensation based on revenue growth)
• Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.

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.