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OpenPlan Advisor at Brighton Jones - ApplyBlast

OpenPlan Advisor

Brighton Jones

29 days ago

3.9 on Glassdoor

Seattle, Washington, United States

Onsite

Full Time

Medior

0 applicants

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About this role

Brighton Jones is seeking an OpenPlan Advisor to provide personalized financial empowerment and holistic wealth management services to clients early in their wealth journey. The role involves creating and updating Foundational Plans, collaborating with organizational decision-makers on retirement offerings, and driving sales growth through client referrals. This position requires a CFP® designation and 4+ years of direct client advising experience to support clients in achieving their financial goals.

Responsibilities

Design and manage financial plans supporting client life goals
Educate clients on investment philosophy and market performance
Drive sales process and generate referrals for business growth

Skills

Qualifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)

About Brighton Jones

brightonjones.com

Headquarters

Seattle, Washington, United States

Company Size

201-500 employees

Founded

1999

View Profile

Brighton Jones is a wealth management and financial planning firm that provides fiduciary advice and integrated financial services to individuals, families, entrepreneurs, and foundations. They combine investment management with tax-aware planning, estate and retirement strategies, and family-office-style coordination delivered by a multidisciplinary team and financial coaches. The firm emphasizes long-term, personalized planning, transparency, and technology-enabled service to help clients navigate complex financial lives.