Analyst

About the Role

Brighton Jones is seeking an Analyst to build foundational knowledge, skills, and confidence to support clients and advisory teams. Analysts will gain exposure to financial planning, client service, and business operations through structured training, coaching, and hands-on development.

Key Responsibilities

• Financial Planning & Analysis:
• Prepare financial planning, investment, and wealth management analyses and deliverables.
• Support portfolio reviews and investment research by gathering data and conducting analyses.
• Conduct analyses related to tax planning, equity compensation, retirement planning, and wealth transfer strategies.
• Maintain accurate client and portfolio records.
• Partner with Tax, Investments, Estate Planning, and advisory teams to support client recommendations.
• Build technical expertise, professional judgment, and client service skills.
• Client Meeting Preparation & Delivery:
• Prepare client meeting agendas, analyze client data, and support the development of recommendations.
• Prepare client deliverables and document client action items in Salesforce.
• Support tax coordination and implementation activities for personal and trust accounts.
• Coordinate and track client service team priorities.
• Operations & Client Service:
• Support day-to-day advisory team priorities with analytical, operational, and client service support.
• Execute time-sensitive client requests, including trades, wire transfers, and journals.
• Work closely with custodians and internal partners to support account servicing and operational requests.
• Gather, organize, and maintain client information within Salesforce and other firm systems.

Analyst Training Program (ATP)

• A structured development experience to build foundational knowledge, skills, and experiences.
• Combines formal training, hands-on learning, coaching, mentorship, and practical application.
• Includes onboarding, training, and licensing milestones, such as preparation for and completion of the Series 65 examination.
• Participate in classroom-based and real-world learning.
• Apply learning through guided practice, job shadowing, and challenging client assignments.
• Partner with a dedicated Training Partner and People Manager.
• 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.
• Program Length: 6 - 12 months.

Requirements & Tech Stack

• Bachelor’s degree required (preferably in Financial Planning, Finance, Accounting, Business, or Economics).
• Academic success and other internships or work-related experience preferred.
• Series 65 (or equivalent) or ability to obtain within 120 days of hire.
• Strong interest in pursuing the Certified Financial Planner (CFP) credential in the future.
• 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.
• Openness to feedback and commitment to continuous learning.
• Positive contribution to team culture and motivation to deliver exceptional client experience.

Program Details

• Position Start Date: August 9, 2027.
• This is an in-office, exempt position.
• Compensation: $92,200 per year.
• No visa sponsorship is available for this position.