Are you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?

　　Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest, headquartered in Seattle, with offices nationwide. From the very start, we have been an award-winning organization, from countless Best Places to Work awards — including Seattle Business Magazine's Best Companies to Work for 15 years in a row — to national and regional Community Impact awards, we pride ourselves in our culture and giving back to our community. We are industry leaders and pioneers in financial wellbeing with a focus on helping our clients align their wealth, passions, and purpose so they can pursue a happier, healthier, and more fulfilling life.

　　Our team-based, client-centric approach has fueled our growth over the last 20+ years, and we’re now 250 teammates strong and growing, serving more than 4,000 clients, and advising on over $19 billion+ in assets. Every teammate has a path to ownership in the firm.  We're looking for driven individuals who bring a "How can I help?" attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues. Join our #OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive.

　　Our First Year Analyst (FYA) position is the first step in your journey towards becoming a Brighton Jones advisor. Our program equips recent undergraduates with the skills and experiences necessary to deliver strategic wealth management advice to clients.

　　Many firms throw their new hires straight into the deep end with a desk and a phone book, expecting them to bring in their own clients starting with friends and family. Your colleagues are often competitors, giving you little opportunity or incentive to collaborate. You won’t be competing against your teammates, because you’re not responsible for bringing in clients.

　　At Brighton Jones, we pride ourselves on doing things differently. We’ve created a supportive, collaborative, and challenging environment focused on learning and growth. We believe authentic relationships are built with trust, and over time. Your primary goal as an FYA will be to dig in, get hands-on experience. Our process is designed to set you up for success.

　　Take our Values in Action Self-Assessment to see how our values align! 

　　Your RoleManage 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 clientsTimely 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 mattersGather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records currentAct as the point person for all client service team inquiries; work with team members to ensure all action items are moved forward and completedWork 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 CRMPrepare all standard deliverables related to the delivery of wealth management advice based on inputs from team members. Review current client portfolios and makes 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 volatilityProvide 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 situationManages tax coordination and execution for clients’ personal and trust accounts.

　　Details:Extensive training and mentorship  Clear benchmarks for success and regular check-ins This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.

　　Your Experience:Bachelor’s degree required (preferably in Financial Planning, Finance, Accounting, Business or Economics) Academic success and other internships or work-related experience preferredSeries 65 or equivalent required within first 120 days of employmentInterest in pursuing the Certified Financial Planner (CFP) credential in the futureBaseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related technologies on the job

　　Skills & Attributes:Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflowsExceptional communication skills, both written and verbal, with clients and co-workersExceptional interpersonal skills and demonstrated teamwork mentality Must be able to project a capable and trustworthy imageMust be a self-starter and proactively manage workload, communications, and ownership of tasksCommitment to excellence and high standardsVersatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasmA high degree of personal integrity, maturity, and acute attention to detailStrong analytical and problem-solving skills

　　Our Company

　　Our #OneTeam feels a sense of connection, pride, and ownership with our mission, vision, values, and objectives. We are committed to building a business where 100% of our team members genuinely love where they work and are supported by their colleagues. We do this through building authentic relationships with one another, supporting each other to continuously learn and grow, working hard while having lots of fun, and giving back to our community.

　　We are a team founded on equity and respect, and we’re on a mission to help our clients, teammates, and global community thrive. Brighton Jones is committed to building a team comprised of diverse backgrounds, ideas, and experiences. We actively foster a compassionate and inclusive culture, one in which all members of the greater Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential.

　　To the right individual, we offer very competitive compensation, benefits package, and rewarding career opportunities. If you’ve been reading this job description thinking to yourself, this is the place for me, include in your cover letter why you’re excited to join our growing #OneTeam and be sure to describe how the opportunity aligns with your career objectives.

　　What to expect in the hiring process

　　 1. Values in Action Self-Assessment - at Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into behaviors and part of the application process includes completing a brief self-assessment on our Values in Action.

　　 2. Initial Interview - this 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company.

　　 3. Role Alignment - next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences.

　　 4. Full Loop - you’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening for examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position.

　　 5. Personal Reference Calls - in this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing.

　　 6. What’s Next - interviewing is time consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again.