OpenPlan Advisor
Remote, Anywhere
OpenPlan /
Full-time /
Remote
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.
We're seeking our next OpenPlan Advisor, a key role in our emerging business line at Brighton Jones dedicated to providing personalized financial empowerment. We focus on supporting clients early in their wealth journey, partnering with leading companies and individuals to offer holistic wealth management services. OpenPlan Advisors work closely with clients to understand their unique goals and challenges, creating and updating their Foundational Plan. They also collaborate with key decision makers in organizations to deliver a comprehensive retirement plan offering, including personalized financial advisory for employees. This role is ideal for a natural problem solver passionate about helping others, who thrives in a fast-paced, learning-oriented environment.
Take our Values in Action Self-Assessment to see how our values align!
Your Role:
- Work directly with clients to help them design, implement and manage the financial plan that supports their “Foundational Plan”.
- Oversee assigned clients and conduct regular dialogue via email and video conference to discuss the client’s investment objectives, goals, needs, and expectations.
- Educate and consult with clients on creating an investment philosophy, understanding market/portfolio performance, and other financial matters.
- Own full cycle relationships with our retirement plan corporate clients as the primary point of contact with firms’ finance and human resource leaders; conduct and facilitate annual client meetings & calendar and drive strategic direction using consultative expertise.
- Serve as subject matter expert on employee education and financial wellbeing.
- Collaborate with business development team to support the BD process. This will include generating client referrals, identifying target prospects (using internal tools), helping close new business through delivery of creative plan solutions.
- Be able to communicate your understanding of global financial markets as well as current events and other topical issues and how they relate to the client’s investment strategy relative to Brighton Jones’ investment philosophy and approach.
- Organize and input client data into the CRM (Salesforce) and financial planning software (eMoney); manage data accuracy and integrity and keep records current.
- Proactively make referrals to the Personal CFO team for clients with increased wealth complexity.
- Support the 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.
- Assist with ad-hoc projects around client or team support.
- Periodic domestic travel may be required.
Your Experience:
- 4+ years of direct client advising experience.
- Undergraduate degree and CFP® credential required.
- High level of technical expertise in estate planning, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.
- Familiarity and experience with executive compensation packages (including RSUs, ISOs, NSOs, ESOPs, ESPP plans, etc) and experience assisting clients with identifying planning strategies and execution methods.
- Familiarity with eMoney and Salesforce CRM (or similar software programs)
- Experience in customer success, relationship management, and retirement plan consulting in a B2B environment is preferred.
- Strong organizational skills, and ability to manage heavy workloads and projects, many on a time-sensitive basis, efficiently and effectively.
- Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job.
- Unquestioned commitment to integrity in personal and professional activities
- Highly motivated to learn and grow and with the ability to thrive in a fast-paced environment independently.
- Excellent oral and written communication skills, able to interact with clients and project a professional, capable image in action and appearance.
- This is a full-time/exempt status position.
- This position can work remotely but will report to teams based in Seattle. Applicants must be available to work PST hours.
- The application window will remain open until the role is filled.
Compensation:
- For this position, the targeted base salary range is $100,000 to $120,00 + variable compensation based on a percentage of revenue. 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.
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.
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.
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.
