Wealth Planning Analyst – Training & Growth Path

Brighton Jones; Seattle (WA); Presencial; USD 83.000 - 101.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical coverage

Dental coverage

Vision coverage

401(k) match

Equity ownership

Referral bonus

Descripción de la vacante

Brighton Jones is seeking an Analyst to support clients and advisory teams through financial planning, analysis, and wealth management tasks. The role offers structured training, mentorship, and hands-on development within a collaborative, in-office setting.

We provide a comprehensive compensation package and a strong benefits program, including medical coverage, 401(k) with match, equity ownership, and generous time off, all designed to support career growth and work‑life balance.

Formación

• Bachelor’s degree required in a related field
• Internships or work experience preferred
• Series 65 or ability to obtain within 120 days
• Interest in CFP credential in the future
• Baseline proficiency with Microsoft Office Suite is required

Responsabilidades

• Prepare financial planning, investment, and wealth management analyses with advisory team
• Support portfolio reviews and investment research through data gathering and analysis
• Assist with tax planning, equity compensation, retirement planning, and wealth transfer analyses
• Coordinate with Tax, Investments, Estate Planning, and advisory teams on client recommendations
• Build skills through structured training, coaching, and real-world client work

Conocimientos

Analytical thinking

Attention to detail

Client service mindset

Professionalism

Strong communication

Educación

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

Herramientas

Microsoft Office

Salesforce

Descripción del empleo

Brighton Jones is seeking an Analyst to support clients and advisory teams through financial planning, analysis, and wealth management tasks. The role offers structured training, mentorship, and hands-on development within a collaborative, in-office setting.

We provide a comprehensive compensation package and a strong benefits program, including medical coverage, 401(k) with match, equity ownership, and generous time off, all designed to support career growth and work‑life balance.