Wealth Planning Analyst — Training & Growth Program

Brightonjones; Portland (OR); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

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

Equity ownership opportunities

Annual wellbeing stipend

Generous PTO and holidays

Job summary

Brighton Jones is seeking an Analyst to join our in-office team in Portland, OR. You will gain exposure to financial planning, client service, and operations while participating in structured training, coaching, and hands-on development within the ATP program.

The role begins Aug 9, 2027 and includes a comprehensive benefits package and a culture focused on growth and client impact. You will work with advisory teams to prepare analyses and client deliverables, supporting meetings and ongoing

Qualifications

• Bachelor’s degree required (preferably in Financial Planning, Finance, Accounting, Business, or Economics).
• Academic success and internships or work experience preferred.
• Series 65 (or equivalent) or ability to obtain within 120 days of hire.
• Strong interest in pursuing the CFP credential in the future.
• Baseline proficiency in Microsoft Office Suite (Word, Excel, Windows); learn other systems on the job.
• Demonstrates professionalism, integrity, accountability, and sound judgment.
• Communicates clearly and builds trust with clients, teammates, and business partners.
• Takes ownership and proactively seeks solutions.
• Analytical thinking, curiosity, and attention to detail.

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, analyses, and 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.
• Partner with Tax, Investments, Estate Planning, and advisory teams to support client recommendations.
• Build technical expertise, professional judgment, and client service skills through structured training and real-world client work.
• Prepare client meeting agendas, analyze client data, and document client action items in Salesforce.
• Support tax coordination and implementation activities for clients' personal and trust accounts.
• Coordinate and track client service team priorities, ensuring follow-through on actions.

Education

Bachelor’s degree

Academic success and internships/work experience

Series 65 or ability to obtain within 120 days

Interest in CFP credential

Proficiency in Microsoft Office Suite

Strong communication and integrity

Analytical thinking and attention to detail

Job description

Brighton Jones is seeking an Analyst to join our in-office team in Portland, OR. You will gain exposure to financial planning, client service, and operations while participating in structured training, coaching, and hands-on development within the ATP program.

The role begins Aug 9, 2027 and includes a comprehensive benefits package and a culture focused on growth and client impact. You will work with advisory teams to prepare analyses and client deliverables, supporting meetings and ongoing