Brighton Jones jobs in Seattle, WA - 20 jobs

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 are seeking an experienced and strategic Director of Estate Planning to lead and expand our estate planning services. This role is dedicated to helping clients live a richer life by aligning their lifetime financial planning goals with the legacy they desire to leave behind for their family and community. The Director of Estate Planning will provide expert guidance on estate, tax, and wealth transfer strategies while collaborating with our Personal CFOs and other specialists to ensure seamless integration into clients' overall financial plans. The ideal candidate is a thought leader in estate planning, possesses exceptional client service skills, and thrives in a team-oriented culture. Take our Values in Action Self-Assessment to see how our values align! Your Role: Lead the estate planning function, developing and implementing innovative strategies for high-net-worth and ultra-high-net-worth clients. Provide expert guidance on estate planning topics, including tax-efficient wealth transfer, charitable giving, trust structures, asset protection, and business succession planning-including producing estate plan summaries and flow charts for clients. Engage with and educate clients about various techniques to preserve wealth from one generation to the next in a manner that minimizes taxes and emphasizes their personal and family goals. Collaborate closely with the Director of Financial Planning, Director of Tax, and in-house law firm for Multi-Family Office and Single Family Office clients to address client-specific needs and goals. Work with internal and external partners to maintain corporate trustee services and help clients identify appropriate trustee solutions. As Brighton Jones launches Trust Co in 2026, serve as the main point of contact for advisors firmwide, fielding technical trust questions, assessing risk, and providing strategic guidance. This role will also support client meetings as a subject matter expert when advisors seek trust expertise in the room. Perform simple drafting for promissory notes, contracts, and related documentation in coordination with internal and external counsel. Serve as a trusted advisor and educator, effectively communicating complex estate planning concepts in a clear and actionable manner and seeing through the implementation of strategies. Stay current on estate tax laws, regulations, and industry trends to proactively advise clients and internal teams on potential opportunities and risks. Develop and enhance estate planning processes, tools, and resources to improve efficiency and service delivery. Train and mentor Brighton Jones team members on estate planning best practices, fostering a culture of continuous learning. Offer timely, strategic, and creative guidance to help clients create estate plans that address their specific needs. Support business development in prospect meetings and by partnering with marketing to tailor educational content. Represent Brighton Jones at industry events, conferences, and networking opportunities to build relationships and enhance the firm's estate planning expertise. Your Experience: J.D., LL.M. in Taxation, CFP , or other relevant credentials preferred. Minimum of 10 years of experience in estate planning, wealth management, or a related field. Deep understanding of estate, gift, and generation-skipping transfer tax laws. Strong relationship-building skills with a client-centric mindset. Proven ability to collaborate effectively with internal teams and external partners, including attorneys, accountants, and trust officers. Excellent communication and presentation skills, with the ability to convey complex information in an accessible manner. A proactive, strategic thinker with strong problem-solving capabilities. Passion for helping clients align their wealth with their values and long-term goals. Compensation: Pay: $250,000- $350,000 per year Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership. 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.

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 are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas Prepares comprehensive client meeting deliverables, analyzes all client data and evaluates potential planning strategies Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software Reviews and approves detailed reconciliations of historical cash flows per entity and ten-year forward looking projections Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation Seeks out leadership roles in the team and firm projects/assignments Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include the Richer Life Legacy Plan (RLLP), Family Wealth View, Cash Flows and Annual Plans Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames. Your Experience: 4 + years of experience in financial planning, wealth management or a related industry preferred Undergraduate degree required CERTIFIED FINANCIAL PLANNER™ (CFP ) credential required Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility. Skills & Attributes Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows Exceptional communication skills, both written and verbal, with clients and co-workers Exceptional interpersonal skills and demonstrated teamwork mentality Must be able to project a capable and trustworthy image Must be a self-starter and proactively manage workload, communications, and ownership of tasks Commitment to excellence and high standards Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm A high degree of personal integrity, maturity, and acute attention to detail Strong analytical and problem-solving skills This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility. Compensation: Pay: $95,000 - $140,000 per year Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits. 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.

Job DescriptionReady 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. Brighton Jones is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients. In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy. A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives. Our Lead Advisors embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our values align! Your Role: Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”. Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning. Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor. Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team. Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.. Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service. Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients. Support 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; develop employees to their fullest potential and provide challenging opportunities that enhance career growth. Assist with development and presentation of training programs including coaching of team members on financial planning strategies. Your Experience: Candidates must have a four-year degree and hold one of the following credentials: Certified Financial Planner™ (CFP ), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm. Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis. Unquestioned commitment to integrity in personal and professional activities. Highly motivated with ability to function well in a fast-paced environment. Self-starter by nature. Excellent organizational, leadership, communication and presentation skills. Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities. This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility. Compensation: Annual Compensation: $120,000 - $300,000 per year. Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits. 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.

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. Lenora Capital, Brighton Jones' private investment team, is an exciting new endeavor that deploys capital across private equity, venture capital, and real estate investment opportunities and also provides consultative support to clients around their individual private investing activities. We are seeking an Investment Associate to join our dynamic team and play a key role in sourcing, evaluating, and supporting investments in private companies and fund managers. This role offers exposure across the full investment lifecycle - from diligence to portfolio management - and the opportunity to work directly with senior investors, founders, and clients. The ideal candidate is intellectually curious, highly analytical, and passionate about building a long-term career in private markets. Take our Values in Action Self-Assessment to see how our values align! Your Role - Lenora Capital Fund: Source, track, and manage deal flow across private equity and venture capital opportunities. Coordinate and lead company and market diligence meetings. Conduct due diligence and financial analysis to evaluate potential investment opportunities. Perform and present market and competitive analyses to inform investment theses. Actively support portfolio companies through initiatives such as financial modeling, recruiting, and business development. Build and maintain a strong network of industry relationships to drive sourcing and insight. Manage investment data and pipeline activity within the CRM system. Create Investment Committee materials to facilitate informed decision-making. Support investor communications through materials such as portfolio updates, investment memos, pipeline reports, and quarterly updates. Collaborate with the Operations team on capital tracking, legal entity formation, investor statements, capital calls/distributions, and tax reporting. Your Role - Client and Service Team Support Partner with Brighton Jones advisors to deliver private investment insights and recommendations tailored to client portfolios. Review pitch decks, evaluate term sheets, and analyze financial models for client-related investment opportunities. Contribute to educational and marketing initiatives (e.g., webinars, articles, and white papers) that expand private market knowledge across the firm and our clients. Support business development and prospecting efforts with private investment expertise. Mentor and train members of the Personal CFO service teams to enhance firmwide fluency in private markets. Your Experience: 2-4 years of experience in investment banking, private equity, venture capital, or management consulting. Strong financial modeling skills, analytical capabilities, and general business acumen. Comfortable engaging with clients and executives, translating complex analyses into actionable insights. Exceptional organization and attention to detail, with the ability to manage multiple priorities across teams. Proficiency in Microsoft Office (Excel, Word, PowerPoint); willingness to learn additional tools and systems. This role is a full-time, in-office position within a flexible and collaborative work environment. Series 65 license or CFA Charter a plus Undergraduate degree required Compensation: Pay: $100,000 - $130,00 per year Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits. 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.

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. The Learning Design Manager is responsible for designing and developing engaging, instructionally sound learning programs that help teammates build the skills and knowledge needed to succeed and grow in their careers. This includes leading the instructional design of role-based programs for advisor roles (e.g., Foundations, Manager, Lead Advisor), people manager development experiences, and beyond. This role partners closely with the Learning Program Manager and receives content direction, source materials, and subject matter expertise from that partner and others. The Learning Design Manager translates this input into high-impact learning experiences across various modalities, including instructor-led, virtual, and digital learning formats. The Learning Design Manager brings curiosity, creativity, and deep instructional design expertise, along with a passion for creating scalable learning that drives performance and growth. Take our Values in Action Self-Assessment to see how our values align! *As part of the application, please provide an accessible link to your professional portfolio.*Key Responsibilities - Instructional Design and Delivery Apply instructional design best practices and adult learning theory to design and develop instructionally sound learning solutions. Develop engaging learning experiences that enhance the learner journey and drive performance improvement. Utilize multiple formats such as instructor-led, virtual instructor-led, eLearning, and blended learning. Collaborate with the Learning Program Manager and stakeholders to ensure training aligns with team strategy and rollout plans. Occasionally facilitates virtual or in-person training sessions to support role-based training programs, train-the-trainer programs, or high-priority initiatives. Key Responsibilities - Technology Integration & Innovation Stay current with and integrate emerging learning technologies-including AI, adaptive learning platforms, and generative tools-into instructional design practices to enhance scalability, personalization, and learner engagement. Leverage AI-powered tools (e.g., ChatGPT, Articulate 360, Storyline) to streamline content creation, automate assessments, and generate learner personas that inform design decisions. Collaborate with UX/UI designers, developers, and data analysts to ensure learning experiences are intuitive, accessible, and aligned with behavioral science principles. Explore and apply innovative approaches such as microlearning, augmented reality, and data-driven personalization to elevate the learner journey. Key Responsibilities - Project Management Own and project manage the design, development, and delivery of multiple training programs across the firm. Provide clear timelines and manage project phases in collaboration with stakeholders and SMEs. Use project planning tools to prioritize, sequence, and communicate deliverables. Ensure continuous feedback loops and maintain version control of learning materials. Key Responsibilities - Strategy & Collaboration Partner closely with the Learning Program Manager to support program design and delivery strategies and gather relevant information to develop content aligned with learning objectives. Participate in learning strategy discussions and governance groups to help shape content priorities and rollout sequencing. Work across departments and with senior leaders to understand business goals and integrate training solutions. Collaborate with SMEs and process owners to build content that reflects current practices and systems. Key Responsibilities - Measurement & Continuous Improvement Analyze performance data to identify learning needs and opportunities. Conduct evaluation using formative, summative, and usability testing methods. Support post-launch measurement of comprehension, retention, and business impact. Stay current with trends in adult learning, instructional design, and digital learning technologies. Qualifications - Education & Experience Bachelor's degree in Finance, Education, or related field preferred. Advanced degree or certification in a relevant field a plus. 3-5 years of instructional design experience. Experience in a finance/wealth management environment (client service or operations) a plus. Experience creating training programs across multiple modalities and technical subjects. Proven ability to manage complex projects with shifting priorities. Experience delivering live and virtual training sessions a plus. Qualifications - Technical Skills Proficiency in authoring tools such as Captivate, Articulate (Storyline and Rise), or Camtasia. Experience with presentation and graphics tools (e.g., PowerPoint, Illustrator, InDesign). Experience designing asynchronous (on-demand) and synchronous (live) learning experiences. Experience working with and managing Learning Management Systems (e.g., Docebo, Cornerstone). Working knowledge of video/audio editing and basic front-end web design is a plus. Qualifications - Key Competencies Instructional Design Assessment & Evaluation Content Development Tools & Technology Communication & Collaboration Project Management Adaptability Learner-Centered Mindset Compensation Pay: $98,000 - $145,000 per year Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership. 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.

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 adding a talented B2B sales expert who is motivated to sell Brighton Jones's Retirement Plan Advisory Services to companies and organizations. Who is our ideal candidate? A savvy hunter who comes from a background in retirement plan, payroll, finance, benefits, or other high-level business to business sales. A motivated, proven salesperson who sees the big picture and understands what it takes to prospect, drive the sales process, and be an individual contributor. You work directly with CFOs, COOs, Presidents, and VPs of HR and understand the sophisticated, sometimes complex, nature of the sales process and sales cycle. Above all else, you believe in collaboration and team selling. Take our Values in Action Self-Assessment to see how our values align! Your Role: Develop and execute territory business plan, consistently achieving/exceeding annual sales goals by creating and managing a strong pipeline. Collaborate and partner with existing Advisors to manage plans and work with internal Teams/Advisors to mine existing and prospective clients. Sell to both new and existing clients proficiently, identifying targeted prospects and leveraging cold calling, emailing, or other creative tactics to get introduced and guide them through the sales process. Develop and maintain relationships with COIs inside the territory, expanding your network by working with external partners to access industry knowledge and key C-Level decision makers. Utilize Salesforce for opportunity updates, tracking, reporting, and self-management. Set appointments, prepare, and present sales presentations across all levels from staff to C-suite executives. Attends industry or relevant targeted prospect events. Travel domestically throughout the territory to meet with prospects. Your Experience: Bachelor's degree preferred. 4+ years of outside B2B sales experience with a demonstrated proficiency in selling and presentation skills, prospecting, and territory management. Series 65 (or equivalent) required. Ability to obtain within 90 days of hire. Experience selling at the VP, Business Owner, CFO, COO, and CEO levels; preference given to candidates with Financial, Insurance, Benefits, or BPO Sales Experience. Ability to work independently as well as collaboratively with a team. Possesses a deep understanding of the sales process and sales lifecycle. Exhibits excellent time management skills, is a self-starter, and achieves goals with minimal direction and supervision. Thrives in a competitive sales environment; remains composed under pressure and is motivated by achieving and exceeding goals. Demonstrated ability in lead generation, with an assertive, positive, and persistent approach. Effective communication skills: ability to communicate through all mediums (verbal, listening, written). Demonstrates business maturity, is personally impactful, and exhibits behavior consistent with Brighton Jones' values. Baseline proficiency in Microsoft Office Suite products required (Word, Excel, PowerPoint, Outlook); Salesforce experience preferred. This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility. The application window will remain open until the role is filled. Compensation: Targeted base salary range is $80,000 - $120,000/year. Quarterly commission tied to new retirement plan revenue. Unlimited upside. Actual compensation will depend upon an individual's skills, experience, qualifications, and other relevant factors. Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership. 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.

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. The tax team at Brighton Jones prides themselves on a collective, fun, and supportive work environment. A significant portion of our tax practice consists of managing the tax compliance process for our clients' individual income tax, trust, and gift tax returns. Take our Values in Action Self-Assessment to see how our values align! Your Role: Support the team on compliance matters and tax planning services for our clients Front line preparation of tax returns (federal & state for individual, corporation, partnership, fiduciary) Assist with tax projections and respond to federal and state agency notices and audit requests Support and collaborate with the financial advisory team on tax planning related functions Tend to client needs by phone and email, and attend client meetings as needed Conduct technical research Your Experience: Bachelor's degree in Accounting required; CPA eligible or Masters in Taxation preferred 0 - 1 year of individual income tax return and compliance experience Strong computer skills (Windows, MSFT Office, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH, Axcess, BNA, Checkpoint RIA) Requires strong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code, regulations and other tax pronouncements Able to manage heavy workloads and projects, many on a time sensitive basis Excellent oral communication skills, with an ability to interact with a tight-knit team of professionals with a range of tax knowledge Highly motivated with ability to function well in a fast-paced environment with continued growth and development This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility. Compensation: Pay: $70,000 - $85,000 per year Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits. Everyone in the company has a pathway to ownership. 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.

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. The Learning Program Manager is responsible for delivering and sustaining advisor role-specific training programs that enable teammates to build the skills and knowledge needed to thrive in their current roles and advance in their careers. This role may support additional learning programs as the firm and Learning & Team Development (L&TD) grows. The Learning Program Manager leads training delivery and facilitation across the organization and works in close partnership with the Learning Design Manager, who owns content creation. In some cases, this role may act as a subject matter expert (SME) or co-SME-particularly for role-based programs-providing source material and content direction to the Learning Design Manager. The Learning Program Manager also leads coordination with practice management, Client Service Operations, and a training advisory group to ensure programs reflect real-world workflows, expectations, and service standards. The Learning Program Manager is a proactive learner, skilled facilitator, and strong communicator who thrives on enabling growth and driving performance through learning. Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities - Content Development & Delivery Provide subject matter expertise, context, and content direction for assigned programs, working in partnership with the Learning Design Manager on instructional design and development. Contribute to training content through writing, feedback, or editing. Facilitate both virtual and in-person training sessions tailored to advisor roles, including onboarding, foundational training, skill enhancement, and role progression. May take on additional facilitation responsibilities to support L&TD programs as needed. Key Responsibilities - Program Management Manage programs with clearly defined learning objectives and measurable learner outcomes. Identify and manage additional program facilitators ensuring they understand and are prepared for facilitation duties. Implement feedback loops to assess training impact and ensure content remains aligned with operational and client service needs. Use learning management systems (LMS) to track participation, progress, and completion, and to surface insights for continuous improvement. Key Responsibilities - Strategy and Collaboration Partner with PCFO Coach, team leads, pod trainers, practice managers, and Client Service Operations to identify training needs, performance trends, and skill gaps. Participate in learning strategy discussions and governance groups to help shape content priorities and rollout sequencing. Lead a training advisory group composed of SMEs and practice leaders. Participate in cross-functional initiatives and process updates to stay connected to how the work is done, bringing key learnings into the learning environment. Key Responsibilities - Pod Trainer Oversight Mentor and support a team of pod trainers across multiple locations, ensuring consistency and quality in training delivery. Facilitate regular meetings to align on program updates, share best practices, and discuss real-time feedback from the field. Equip the trainer network with current materials, methodologies, and expectations informed by operational and practice-level insights. Key Responsibilities - Continuing Education through Brighton Jones University Design and coordinate continuing education experiences (e.g., webinars, workshops, and learning sessions) to support growth and retention. Partner with PCFO Coach, practice management, and Client Service Operations to identify emerging training needs and deliver timely, targeted content through Brighton Jones University. Regularly assess and refine ongoing learning opportunities to match evolving organizational needs. Key Responsibilities - Continuous Learning & Engagement Stay updated on industry trends, tools, and best practices related to adult learning and role-based training. Maintain strong connections with the teams and functions for which training is developed to ensure content is aligned with real-world needs. Provide coaching and guidance to employees and managers to help reinforce training and foster on-the-job learning. Qualifications - Education & Experience Bachelor's degree in Human Resources, Education, Organizational Development, Finance, or a related field. Master's degree in a related field or certification from the financial industry a plus (e.g., CFA, CFP). 3-5 years of experience developing and leading training or a similar role, with a focus on role-based or technical training. Proven experience designing and delivering training programs for a variety of job functions or departments. Experience in a fast-paced or high-growth environment. Experience using data analytics to measure training impact and outcomes. Technical Skills: Familiarity with instructional design principles and adult learning theories and experience with eLearning tools, video training software, and other digital content creation platforms (e.g., Articulate, Captivate, Vyond, etc.). Qualifications - Key Competencies Growth-Oriented Program Management Presentation and Facilitation Communication Collaboration & Stakeholder Management Adaptability Strategic Thinking and Planning Compensation Pay: $98,000 - $145,000 per year Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership. 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.

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. Do you love working with numbers and want to use your skills to help others live richer, more fulfilling lives? Brighton Jones is looking for dynamic Summer Interns to join our team. This isn't your typical internship - it's an opportunity to gain hands-on experience in the world of wealth management, helping to lay the foundation to a successful career. Just like a corporate CFO, our team provides holistic advice that spans a client's entire balance sheet and beyond. We call it our Personal CFO approach - and our interns will see this firsthand in action. As an intern, you'll join a client service team, shadow seasoned professionals and contribute to real client work. You'll be encouraged to take on challenges, embrace feedback, and enjoy a supportive environment where growth, learning and fun are all part of the experience. Ready to grow professionally and personally? Apply now and start your journey with Brighton Jones. Take our Values in Action Self-Assessment to see how our values align! Our Internship Program Offers the Following and More: Gain firsthand experience in client service by sitting in on internal prep meetings, observing live client interactions, and applying what you've learned in a mock client presentation designed to simulate a real-world advisory scenario. Collaborate with other interns across the country to deliver two final presentations, exploring the history of wealth management and showcasing the summer's learnings. Opportunity to work on special projects to learn and get exposure to different areas of the business (such as impact, investments, marketing, operations, tax planning, MESI, and more.) Build your network by connecting with team members across the firm. Learn about their roles, career paths, and experiences at Brighton Jones to broaden your understanding of the industry and explore future possibilities. Join departmental overviews to understand how each area of business collaborates with each other to fuel our business's growth. Bond with team members through exciting team outings and various committee events. Get involved with various community service volunteer events with your team and entire firm, embracing our value of community. Engage in career development programming designed to help you build professional skills, explore future opportunities, and prepare for life after graduation. Interns who perform well may have the opportunity to receive a full-time offer to return as an Associate Advisor following graduation. Program Details: Priority consideration will be given to candidates who apply by December 1st, 2025. Rising seniors are preferred. Program dates are June 15th - August 13th, 2026. Availability to work Monday - Friday, up to 40 hours a week, in the office. This is a temporary, non-exempt/hourly position. Skills & Attributes We Look For: A commitment to excellence and a drive to maintain high standards in all tasks. Versatility and flexibility with a willingness to work within constantly changing priorities with a positive attitude. Exceptional communication and collaboration abilities, both written and verbal, to build trust and confidence with clients and colleagues. A high level of personal integrity, professionalism, and accountability. Strong analytical and problem-solving skills, acute attention to detail, and exceptional organizational abilities. Excellent work habits, featuring a self-starter mentality that proactively manages workloads and takes ownership of prioritizing tasks. A positive attitude and enthusiasm for engaging in company culture! Compensation: Pay: $24.00 per hour with potential for college credits, if applicable. 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.

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. Brighton Jones is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients. In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy. A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives. Our Lead Advisors embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our values align! Your Role: Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”. Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning. Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor. Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team. Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.. Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service. Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients. Support 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; develop employees to their fullest potential and provide challenging opportunities that enhance career growth. Assist with development and presentation of training programs including coaching of team members on financial planning strategies. Your Experience: Candidates must have a four-year degree and hold one of the following credentials: Certified Financial Planner™ (CFP ), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm. Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis. Unquestioned commitment to integrity in personal and professional activities. Highly motivated with ability to function well in a fast-paced environment. Self-starter by nature. Excellent organizational, leadership, communication and presentation skills. Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities. This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility. Compensation: Annual Compensation: $120,000 - $300,000 per year. Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits. 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.

Ready to make a meaningful impact? At Brighton Jones, we're a purpose-drive, 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 are looking for our next Associate Advisor. In this role, Associate Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: Manage the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients Timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals. Responsible for initiating requests, review, and approval. Ensures completion within specified timeframes and provides thorough communication to client throughout the process. Primary point of contact for custodians around all operational and tactical service matters Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current Act as the point person for all client service team inquiries; work with team members to ensure all action items are moved forward and completed Work with the team to craft client meeting agenda and prepare deliverables to be presented; analyzes client data and develops strategies; occasionally attends client meetings; ensures all client related action items are communicated and memorialized in the CRM Prepare all standard deliverables related to the delivery of wealth management advice based on input from team members. Review current client portfolios and makes investment recommendations in consultation with the team regarding changes based on both asset allocation and location; considers both strategic and tactical allocation opportunities to improve return and reduce volatility Provide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests such as tax-loss harvesting, stock option, and restricted stock inventories, and other wealth transfer strategies; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software Work with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation Manages tax coordination and execution for clients' personal and trust accounts. Your Experience: 2 - 4 years of experience in financial planning, wealth management or a related industry preferred; expected to be current with industry trends, terminology and concepts Undergraduate degree required Series 65 or equivalent required within first 120 days of employment Interest in or currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP ) Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job Organizational - handle multiple client relationships with contending priorities and coordinate team member resources most effectively Delegation - increase capacity by managing and delegating tasks to the right level, ensure accurate and timely completion Presentation - present complex concepts and ideas in a professional, persuasive and easily comprehendible way to clients, in written and verbal form This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility Skills & Attributes: Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows Exceptional communication skills, both written and verbal, with clients and co-workers Exceptional interpersonal skills and demonstrated teamwork mentality Must be able to project a capable and trustworthy image Must be a self-starter and proactively manage workload, communications, and ownership of tasks Commitment to excellence and high standards Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm A high degree of personal integrity, maturity, and acute attention to detail Strong analytical and problem-solving skills Compensation: Pay: $70,000 - $95,000 per year Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits. Everyone in the company has a pathway to ownership. 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.

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. Do you want to work with a team of experienced tax professionals who truly love what they do? Brighton Jones is looking for summer tax interns to join the team to make an immediate impact! This is more than just an internship; our program allows students to work alongside our tax team to gain hands-on experience preparing tax returns for our high-net-worth clients, along with other challenging and meaningful projects. Our interns will gain a strong understanding of our tax practice, which consists of managing the tax compliance process for our clients' individual income tax, trust, and gift tax returns. Ready to grow professionally and personally? Apply now and start your journey with Brighton Jones. Take our Values in Action Self-Assessment to see how our values align! Your Role: Assist with the process of collecting data and preparing it for electronic work papers. Input tax data into appropriate software systems. Produce electronic work papers for next-level review in conformance with department standards. Assists team members with various tasks as needed. Program Details: Priority consideration will be given to candidates who apply by December 1st, 2025. Rising seniors are preferred. Program dates are June 15th - August 13th, 2026. Availability to work Monday - Friday, up to 40 hours a week, in the office. This is a temporary, non-exempt/hourly position. Qualifications: Eligibility includes current university students. Working towards a bachelor's degree in Accounting, Business, Finance or Economics preferred. Academic success and other internships or work-related experience encouraged. Undergraduate exposure to tax accounting is a plus, though not required. Skills & Attributes We Look For: Strong desire to pursue the CPA designation. Strong computer skills (Windows, Microsoft Office, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH Axcess & Checkpoint, Pfx Scan) A commitment to excellence and a drive to maintain high standards in all tasks. Exceptional communication and collaboration abilities, both written and verbal, to build trust and confidence with colleagues. Excellent work habits, featuring a self-starter mentality that proactively manages workloads and takes ownership of prioritizing tasks. Strong interpersonal skills and demonstrates teamwork mentality. Highly motivated to work in a fast-paced environment. A positive attitude and enthusiasm for engaging in company culture! Compensation: Pay: $23.00 per hour with potential for college credits, if applicable. 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.

Job DescriptionReady 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 are seeking an experienced and strategic Director of Estate Planning to lead and expand our estate planning services. This role is dedicated to helping clients live a richer life by aligning their lifetime financial planning goals with the legacy they desire to leave behind for their family and community. The Director of Estate Planning will provide expert guidance on estate, tax, and wealth transfer strategies while collaborating with our Personal CFOs and other specialists to ensure seamless integration into clients' overall financial plans. The ideal candidate is a thought leader in estate planning, possesses exceptional client service skills, and thrives in a team-oriented culture. Take our Values in Action Self-Assessment to see how our values align! Your Role: Lead the estate planning function, developing and implementing innovative strategies for high-net-worth and ultra-high-net-worth clients. Provide expert guidance on estate planning topics, including tax-efficient wealth transfer, charitable giving, trust structures, asset protection, and business succession planning-including producing estate plan summaries and flow charts for clients. Engage with and educate clients about various techniques to preserve wealth from one generation to the next in a manner that minimizes taxes and emphasizes their personal and family goals. Collaborate closely with the Director of Financial Planning, Director of Tax, and in-house law firm for Multi-Family Office and Single Family Office clients to address client-specific needs and goals. Work with internal and external partners to maintain corporate trustee services and help clients identify appropriate trustee solutions. As Brighton Jones launches Trust Co in 2026, serve as the main point of contact for advisors firmwide, fielding technical trust questions, assessing risk, and providing strategic guidance. This role will also support client meetings as a subject matter expert when advisors seek trust expertise in the room. Perform simple drafting for promissory notes, contracts, and related documentation in coordination with internal and external counsel. Serve as a trusted advisor and educator, effectively communicating complex estate planning concepts in a clear and actionable manner and seeing through the implementation of strategies. Stay current on estate tax laws, regulations, and industry trends to proactively advise clients and internal teams on potential opportunities and risks. Develop and enhance estate planning processes, tools, and resources to improve efficiency and service delivery. Train and mentor Brighton Jones team members on estate planning best practices, fostering a culture of continuous learning. Offer timely, strategic, and creative guidance to help clients create estate plans that address their specific needs. Support business development in prospect meetings and by partnering with marketing to tailor educational content. Represent Brighton Jones at industry events, conferences, and networking opportunities to build relationships and enhance the firm's estate planning expertise. Your Experience: J.D., LL.M. in Taxation, CFP , or other relevant credentials preferred. Minimum of 10 years of experience in estate planning, wealth management, or a related field. Deep understanding of estate, gift, and generation-skipping transfer tax laws. Strong relationship-building skills with a client-centric mindset. Proven ability to collaborate effectively with internal teams and external partners, including attorneys, accountants, and trust officers. Excellent communication and presentation skills, with the ability to convey complex information in an accessible manner. A proactive, strategic thinker with strong problem-solving capabilities. Passion for helping clients align their wealth with their values and long-term goals. Compensation: Pay: $250,000- $350,000 per year Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership. 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.

Job DescriptionReady 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 adding a talented B2B sales expert who is motivated to sell Brighton Jones's Retirement Plan Advisory Services to companies and organizations. Who is our ideal candidate? A savvy hunter who comes from a background in retirement plan, payroll, finance, benefits, or other high-level business to business sales. A motivated, proven salesperson who sees the big picture and understands what it takes to prospect, drive the sales process, and be an individual contributor. You work directly with CFOs, COOs, Presidents, and VPs of HR and understand the sophisticated, sometimes complex, nature of the sales process and sales cycle. Above all else, you believe in collaboration and team selling. Take our Values in Action Self-Assessment to see how our values align! Your Role: Develop and execute territory business plan, consistently achieving/exceeding annual sales goals by creating and managing a strong pipeline. Collaborate and partner with existing Advisors to manage plans and work with internal Teams/Advisors to mine existing and prospective clients. Sell to both new and existing clients proficiently, identifying targeted prospects and leveraging cold calling, emailing, or other creative tactics to get introduced and guide them through the sales process. Develop and maintain relationships with COIs inside the territory, expanding your network by working with external partners to access industry knowledge and key C-Level decision makers. Utilize Salesforce for opportunity updates, tracking, reporting, and self-management. Set appointments, prepare, and present sales presentations across all levels from staff to C-suite executives. Attends industry or relevant targeted prospect events. Travel domestically throughout the territory to meet with prospects. Your Experience: Bachelor's degree preferred. 4+ years of outside B2B sales experience with a demonstrated proficiency in selling and presentation skills, prospecting, and territory management. Series 65 (or equivalent) required. Ability to obtain within 90 days of hire. Experience selling at the VP, Business Owner, CFO, COO, and CEO levels; preference given to candidates with Financial, Insurance, Benefits, or BPO Sales Experience. Ability to work independently as well as collaboratively with a team. Possesses a deep understanding of the sales process and sales lifecycle. Exhibits excellent time management skills, is a self-starter, and achieves goals with minimal direction and supervision. Thrives in a competitive sales environment; remains composed under pressure and is motivated by achieving and exceeding goals. Demonstrated ability in lead generation, with an assertive, positive, and persistent approach. Effective communication skills: ability to communicate through all mediums (verbal, listening, written). Demonstrates business maturity, is personally impactful, and exhibits behavior consistent with Brighton Jones' values. Baseline proficiency in Microsoft Office Suite products required (Word, Excel, PowerPoint, Outlook); Salesforce experience preferred. This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility. The application window will remain open until the role is filled. Compensation: Targeted base salary range is $80,000 - $120,000/year. Quarterly commission tied to new retirement plan revenue. Unlimited upside. Actual compensation will depend upon an individual's skills, experience, qualifications, and other relevant factors. Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership. 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.

Job DescriptionReady 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. The Learning Design Manager is responsible for designing and developing engaging, instructionally sound learning programs that help teammates build the skills and knowledge needed to succeed and grow in their careers. This includes leading the instructional design of role-based programs for advisor roles (e.g., Foundations, Manager, Lead Advisor), people manager development experiences, and beyond. This role partners closely with the Learning Program Manager and receives content direction, source materials, and subject matter expertise from that partner and others. The Learning Design Manager translates this input into high-impact learning experiences across various modalities, including instructor-led, virtual, and digital learning formats. The Learning Design Manager brings curiosity, creativity, and deep instructional design expertise, along with a passion for creating scalable learning that drives performance and growth. Take our Values in Action Self-Assessment to see how our values align! *As part of the application, please provide an accessible link to your professional portfolio.*Key Responsibilities - Instructional Design and Delivery Apply instructional design best practices and adult learning theory to design and develop instructionally sound learning solutions. Develop engaging learning experiences that enhance the learner journey and drive performance improvement. Utilize multiple formats such as instructor-led, virtual instructor-led, eLearning, and blended learning. Collaborate with the Learning Program Manager and stakeholders to ensure training aligns with team strategy and rollout plans. Occasionally facilitates virtual or in-person training sessions to support role-based training programs, train-the-trainer programs, or high-priority initiatives. Key Responsibilities - Technology Integration & Innovation Stay current with and integrate emerging learning technologies-including AI, adaptive learning platforms, and generative tools-into instructional design practices to enhance scalability, personalization, and learner engagement. Leverage AI-powered tools (e.g., ChatGPT, Articulate 360, Storyline) to streamline content creation, automate assessments, and generate learner personas that inform design decisions. Collaborate with UX/UI designers, developers, and data analysts to ensure learning experiences are intuitive, accessible, and aligned with behavioral science principles. Explore and apply innovative approaches such as microlearning, augmented reality, and data-driven personalization to elevate the learner journey. Key Responsibilities - Project Management Own and project manage the design, development, and delivery of multiple training programs across the firm. Provide clear timelines and manage project phases in collaboration with stakeholders and SMEs. Use project planning tools to prioritize, sequence, and communicate deliverables. Ensure continuous feedback loops and maintain version control of learning materials. Key Responsibilities - Strategy & Collaboration Partner closely with the Learning Program Manager to support program design and delivery strategies and gather relevant information to develop content aligned with learning objectives. Participate in learning strategy discussions and governance groups to help shape content priorities and rollout sequencing. Work across departments and with senior leaders to understand business goals and integrate training solutions. Collaborate with SMEs and process owners to build content that reflects current practices and systems. Key Responsibilities - Measurement & Continuous Improvement Analyze performance data to identify learning needs and opportunities. Conduct evaluation using formative, summative, and usability testing methods. Support post-launch measurement of comprehension, retention, and business impact. Stay current with trends in adult learning, instructional design, and digital learning technologies. Qualifications - Education & Experience Bachelor's degree in Finance, Education, or related field preferred. Advanced degree or certification in a relevant field a plus. 3-5 years of instructional design experience. Experience in a finance/wealth management environment (client service or operations) a plus. Experience creating training programs across multiple modalities and technical subjects. Proven ability to manage complex projects with shifting priorities. Experience delivering live and virtual training sessions a plus. Qualifications - Technical Skills Proficiency in authoring tools such as Captivate, Articulate (Storyline and Rise), or Camtasia. Experience with presentation and graphics tools (e.g., PowerPoint, Illustrator, InDesign). Experience designing asynchronous (on-demand) and synchronous (live) learning experiences. Experience working with and managing Learning Management Systems (e.g., Docebo, Cornerstone). Working knowledge of video/audio editing and basic front-end web design is a plus. Qualifications - Key Competencies Instructional Design Assessment & Evaluation Content Development Tools & Technology Communication & Collaboration Project Management Adaptability Learner-Centered Mindset Compensation Pay: $98,000 - $145,000 per year Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership. 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.

Job DescriptionReady 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. Lenora Capital, Brighton Jones' private investment team, is an exciting new endeavor that deploys capital across private equity, venture capital, and real estate investment opportunities and also provides consultative support to clients around their individual private investing activities. We are seeking an Investment Associate to join our dynamic team and play a key role in sourcing, evaluating, and supporting investments in private companies and fund managers. This role offers exposure across the full investment lifecycle - from diligence to portfolio management - and the opportunity to work directly with senior investors, founders, and clients. The ideal candidate is intellectually curious, highly analytical, and passionate about building a long-term career in private markets. Take our Values in Action Self-Assessment to see how our values align! Your Role - Lenora Capital Fund: Source, track, and manage deal flow across private equity and venture capital opportunities. Coordinate and lead company and market diligence meetings. Conduct due diligence and financial analysis to evaluate potential investment opportunities. Perform and present market and competitive analyses to inform investment theses. Actively support portfolio companies through initiatives such as financial modeling, recruiting, and business development. Build and maintain a strong network of industry relationships to drive sourcing and insight. Manage investment data and pipeline activity within the CRM system. Create Investment Committee materials to facilitate informed decision-making. Support investor communications through materials such as portfolio updates, investment memos, pipeline reports, and quarterly updates. Collaborate with the Operations team on capital tracking, legal entity formation, investor statements, capital calls/distributions, and tax reporting. Your Role - Client and Service Team Support Partner with Brighton Jones advisors to deliver private investment insights and recommendations tailored to client portfolios. Review pitch decks, evaluate term sheets, and analyze financial models for client-related investment opportunities. Contribute to educational and marketing initiatives (e.g., webinars, articles, and white papers) that expand private market knowledge across the firm and our clients. Support business development and prospecting efforts with private investment expertise. Mentor and train members of the Personal CFO service teams to enhance firmwide fluency in private markets. Your Experience: 2-4 years of experience in investment banking, private equity, venture capital, or management consulting. Strong financial modeling skills, analytical capabilities, and general business acumen. Comfortable engaging with clients and executives, translating complex analyses into actionable insights. Exceptional organization and attention to detail, with the ability to manage multiple priorities across teams. Proficiency in Microsoft Office (Excel, Word, PowerPoint); willingness to learn additional tools and systems. This role is a full-time, in-office position within a flexible and collaborative work environment. Series 65 license or CFA Charter a plus Undergraduate degree required Compensation: Pay: $100,000 - $130,00 per year Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits. 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.

Job DescriptionReady 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. The Learning Program Manager is responsible for delivering and sustaining advisor role-specific training programs that enable teammates to build the skills and knowledge needed to thrive in their current roles and advance in their careers. This role may support additional learning programs as the firm and Learning & Team Development (L&TD) grows. The Learning Program Manager leads training delivery and facilitation across the organization and works in close partnership with the Learning Design Manager, who owns content creation. In some cases, this role may act as a subject matter expert (SME) or co-SME-particularly for role-based programs-providing source material and content direction to the Learning Design Manager. The Learning Program Manager also leads coordination with practice management, Client Service Operations, and a training advisory group to ensure programs reflect real-world workflows, expectations, and service standards. The Learning Program Manager is a proactive learner, skilled facilitator, and strong communicator who thrives on enabling growth and driving performance through learning. Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities - Content Development & Delivery Provide subject matter expertise, context, and content direction for assigned programs, working in partnership with the Learning Design Manager on instructional design and development. Contribute to training content through writing, feedback, or editing. Facilitate both virtual and in-person training sessions tailored to advisor roles, including onboarding, foundational training, skill enhancement, and role progression. May take on additional facilitation responsibilities to support L&TD programs as needed. Key Responsibilities - Program Management Manage programs with clearly defined learning objectives and measurable learner outcomes. Identify and manage additional program facilitators ensuring they understand and are prepared for facilitation duties. Implement feedback loops to assess training impact and ensure content remains aligned with operational and client service needs. Use learning management systems (LMS) to track participation, progress, and completion, and to surface insights for continuous improvement. Key Responsibilities - Strategy and Collaboration Partner with PCFO Coach, team leads, pod trainers, practice managers, and Client Service Operations to identify training needs, performance trends, and skill gaps. Participate in learning strategy discussions and governance groups to help shape content priorities and rollout sequencing. Lead a training advisory group composed of SMEs and practice leaders. Participate in cross-functional initiatives and process updates to stay connected to how the work is done, bringing key learnings into the learning environment. Key Responsibilities - Pod Trainer Oversight Mentor and support a team of pod trainers across multiple locations, ensuring consistency and quality in training delivery. Facilitate regular meetings to align on program updates, share best practices, and discuss real-time feedback from the field. Equip the trainer network with current materials, methodologies, and expectations informed by operational and practice-level insights. Key Responsibilities - Continuing Education through Brighton Jones University Design and coordinate continuing education experiences (e.g., webinars, workshops, and learning sessions) to support growth and retention. Partner with PCFO Coach, practice management, and Client Service Operations to identify emerging training needs and deliver timely, targeted content through Brighton Jones University. Regularly assess and refine ongoing learning opportunities to match evolving organizational needs. Key Responsibilities - Continuous Learning & Engagement Stay updated on industry trends, tools, and best practices related to adult learning and role-based training. Maintain strong connections with the teams and functions for which training is developed to ensure content is aligned with real-world needs. Provide coaching and guidance to employees and managers to help reinforce training and foster on-the-job learning. Qualifications - Education & Experience Bachelor's degree in Human Resources, Education, Organizational Development, Finance, or a related field. Master's degree in a related field or certification from the financial industry a plus (e.g., CFA, CFP). 3-5 years of experience developing and leading training or a similar role, with a focus on role-based or technical training. Proven experience designing and delivering training programs for a variety of job functions or departments. Experience in a fast-paced or high-growth environment. Experience using data analytics to measure training impact and outcomes. Technical Skills: Familiarity with instructional design principles and adult learning theories and experience with eLearning tools, video training software, and other digital content creation platforms (e.g., Articulate, Captivate, Vyond, etc.). Qualifications - Key Competencies Growth-Oriented Program Management Presentation and Facilitation Communication Collaboration & Stakeholder Management Adaptability Strategic Thinking and Planning Compensation Pay: $98,000 - $145,000 per year Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership. 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.

Job DescriptionReady 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. The tax team at Brighton Jones prides themselves on a collective, fun, and supportive work environment. A significant portion of our tax practice consists of managing the tax compliance process for our clients' individual income tax, trust, and gift tax returns. Take our Values in Action Self-Assessment to see how our values align! Your Role: Support the team on compliance matters and tax planning services for our clients Front line preparation of tax returns (federal & state for individual, corporation, partnership, fiduciary) Assist with tax projections and respond to federal and state agency notices and audit requests Support and collaborate with the financial advisory team on tax planning related functions Tend to client needs by phone and email, and attend client meetings as needed Conduct technical research Your Experience: Bachelor's degree in Accounting required; CPA eligible or Masters in Taxation preferred 0 - 1 year of individual income tax return and compliance experience Strong computer skills (Windows, MSFT Office, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH, Axcess, BNA, Checkpoint RIA) Requires strong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code, regulations and other tax pronouncements Able to manage heavy workloads and projects, many on a time sensitive basis Excellent oral communication skills, with an ability to interact with a tight-knit team of professionals with a range of tax knowledge Highly motivated with ability to function well in a fast-paced environment with continued growth and development This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility. Compensation: Pay: $70,000 - $85,000 per year Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits. Everyone in the company has a pathway to ownership. 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.

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. Do you want to work with a team of experienced tax professionals who truly love what they do? Brighton Jones is looking for summer tax interns to join the team to make an immediate impact! This is more than just an internship; our program allows students to work alongside our tax team to gain hands-on experience preparing tax returns for our high-net-worth clients, along with other challenging and meaningful projects. Our interns will gain a strong understanding of our tax practice, which consists of managing the tax compliance process for our clients' individual income tax, trust, and gift tax returns. Ready to grow professionally and personally? Apply now and start your journey with Brighton Jones. Take our Values in Action Self-Assessment to see how our values align! Your Role: Assist with the process of collecting data and preparing it for electronic work papers. Input tax data into appropriate software systems. Produce electronic work papers for next-level review in conformance with department standards. Assists team members with various tasks as needed. Program Details: Program dates are February 2nd - April 3rd, 2025. Availability to work Monday - Friday, 15 hours a week minimum. We are flexible with scheduling to accommodate your schedule. This is an in-person internship in our Belltown office. This is a temporary, non-exempt/hourly position. Qualifications: Eligibility includes current university students. Working towards a bachelor's degree in Accounting, Business, Finance or Economics preferred. Academic success and other internships or work-related experience encouraged. Undergraduate exposure to tax accounting is a plus, though not required. Skills & Attributes We Look For: Strong desire to pursue the CPA designation. Strong computer skills (Windows, Microsoft Office, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH Axcess & Checkpoint, Pfx Scan) A commitment to excellence and a drive to maintain high standards in all tasks. Exceptional communication and collaboration abilities, both written and verbal, to build trust and confidence with colleagues. Excellent work habits, featuring a self-starter mentality that proactively manages workloads and takes ownership of prioritizing tasks. Strong interpersonal skills and demonstrates teamwork mentality. Highly motivated to work in a fast-paced environment. A positive attitude and enthusiasm for engaging in company culture! Compensation: Pay: $23.00 per hour with potential for college credits, if applicable. 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.