Analyst

Analyst

Key Responsibilities

• Financial Planning & Analysis
• Prepare financial planning, investment, and wealth management analyses and deliverables in partnership with advisory team members.
• Support portfolio reviews and investment research by gathering data, conducting analyses, and helping identify opportunities for discussion with the advisory team.
• Conduct analyses related to financial planning topics, including tax planning, equity compensation, retirement planning, and wealth transfer strategies while maintaining accurate client and portfolio records.
• Partner with Tax, Investments, Estate Planning, and advisory teams to support the development and implementation of client recommendations.
• Build technical expertise, professional judgment, and client service skills through structured training, coaching, and real-world client work.
• Client Meeting Preparation & Delivery
• Partner with advisory teams to prepare client meeting agendas, analyze client data, support the development of recommendations, prepare client deliverables, and document client action items in Salesforce.
• Support tax coordination and implementation activities for clients' personal and trust accounts, working closely with advisory team members and internal specialists.
• Coordinate and track client service team priorities, ensuring follow-through on action items and helping deliver a consistent, high-quality client experience.
• Operations & Client Service
• Support the day-to-day priorities of advisory teams by providing analytical, operational, and client service support throughout the client lifecycle.
• Partner with advisory team members to execute time-sensitive client requests, including trades, wire transfers, and journals, while ensuring accuracy, proper approvals, timely completion, and clear communication.
• Work closely with custodians and internal partners to support account servicing, operational requests, and client-related inquiries.
• Gather, organize, and maintain client information within Salesforce and other firm systems, ensuring accurate records and high-quality client data.

Analyst Training Program (ATP)

• Participate in a structured development experience designed to build foundational knowledge, skills, and experiences.
• Program combines formal training, hands-on learning, coaching, mentorship, and practical application.
• Program Length: 6 - 12 months, with timing varying based on licensing, demonstrated proficiency, work quality, and readiness for independent assignments.
• During the program:
• Complete required onboarding, training, and licensing milestones, including preparation for and completion of the Series 65 examination.
• Participate in classroom-based and real-world learning for foundational financial planning, client service, and business knowledge.
• Apply learning through guided practice, job shadowing, and progressively challenging client-related work assignments.
• Partner closely with a dedicated Training Partner and People Manager for coaching and feedback.
• Build relationships across the firm.
• Develop an understanding of the Brighton Jones client experience, business model, and career development framework.
• Progress toward demonstrated proficiency in key Analyst competencies and ATP graduation requirements.

Qualifications

• Education: Bachelor’s degree required (preferably in Financial Planning, Finance, Accounting, Business, or Economics).
• Experience: Academic success and other internships or work-related experience preferred.
• Licensing: Series 65 (or equivalent) or ability to obtain within 120 days of hire.
• Future Goal: Strong interest in pursuing the Certified Financial Planner (CFP) credential.
• Technical Skills: Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job.

Skills & Attributes

• Professionalism, integrity, accountability, and sound judgment.
• Clear communication and ability to build trust.
• Ownership, follow-through, and proactive problem-solving.
• Analytical thinking, curiosity, and attention to detail.
• Effective organization and ability to manage multiple priorities accurately and reliably.
• Openness to feedback and commitment to continuous learning and development.
• Positive contribution to team culture and motivation to deliver exceptional client experience.

Program Details

• This role is an in-office, exempt position.
• Work from office culture with flexibility.
• Visa sponsorship is not provided.