Provide personalized financial planning and investment guidance to clients, manage ongoing client relationships, maintain accurate CRM and financial planning records, educate clients on markets and portfolios, generate referrals, and support sales growth. The role requires CFP certification, advanced knowledge of financial planning areas, executive compensation expertise, strong communication, and proficiency with eMoney, Salesforce, and Microsoft Office.
Ready to make a meaningful impact?
At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.
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 “Life 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
- 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 (RightCapital); manage data accuracy and integrity and keep records current
- Generate referrals from existing clients and on your own
- Drive the sales process with prospective clients to support ongoing growth, including making 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 support or team support
Your Experience:
- 4+ years of direct client advising experience
- Undergraduate degree and CERTIFIED FINANCIAL PLANNER™ (CFP®) designation 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 RightCapital and Salesforce CRM (or similar software programs)
- Strong organizational skills, 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 communications 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 role is fully remote, though in-office time is highly encouraged.
Compensation:
- Pay: $100-$140k+ (base salary + variable compensation based on revenue growth)
- Variable Compensation: Eligible for discretionary year-end profit sharing
- Fully paid medical, dental, and vision coverage for employees
- 401(k) with 100% match up to 3% of annual compensation
- Equity ownership opportunities for every employee
- New Business Incentive Program
- Generous employee referral bonus
- Cell phone data reimbursement
- Financial planning services discount for employees and immediate family members
- Minimum 3 weeks PTO starting Day 1
- Winter Break, Summer Friday flex-days, and 10 paid holidays
- Unlimited Volunteer Time Off plus company grant matching
- Heavily subsidized transit
- 100% reimbursement for required training, certifications, licensing, and dues
- Personal career development plans
- Richer Life Business Partner (coaching for all employees)
- Mindful Emotional & Social Intelligence training
- Annual professional & personal wellbeing stipend
- Quarterly team-building events
- Regular social events
- Employee-led book clubs, committees, and affinity groups
- Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
- Adoption benefits
- Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years
Ownership & Financial Wellbeing
Time & Flexibility
Growth & Development
Connection & Community
Family & Milestones
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.
Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.
To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
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.
Brighton Jones Menlo Park, California, USA Office
1300 El Camino Real, Suite 100, Menlo Park, United States, 94025
Brighton Jones San Francisco, California, USA Office
445 Bush Street, 6th Floor, San Francisco, United States, 94108
Similar Jobs
Agency
Leads Catholic Relief Services’ global Green Climate Fund pipeline from opportunity identification through proposal submission. Responsibilities include donor intelligence, capture planning, pipeline governance, proposal readiness, resource planning, consultant roster management, process improvement, organizational learning, and coordination across country, regional, technical, and leadership teams. The role represents CRS with climate fund stakeholders and requires strategic judgment, facilitation, training, and up to 25% travel.
Top Skills:
ExcelMS OfficePowerPointWeb Conferencing ApplicationsWord
.png){kind=logo}
Legal Tech • Software
Advises lawyers and legal organizations on adopting Relativity’s AI platform and integrating AI into litigation, investigations, discovery, and compliance workflows. Builds customer relationships, leads tailored demonstrations, supports onboarding and training, drives adoption and measurable value, translates legal and technical concepts, and provides customer feedback to product and engineering teams.
Top Skills:
ClairGenerative AiRelativity AirRelativityone
Fintech • Mobile • Software • Financial Services
Lead tax information reporting and withholding compliance across domestic and international frameworks, including FATCA, CRS, CARF, DAC7, and U.S. tax rules. Advise product teams on digital asset reporting, oversee tax documentation, withholding, remittance, and annual filings, and partner with technology and operations teams on automated workflows. Lead audits, risk remediation, policy updates, regulatory monitoring, and business requirements development for tax systems.
Top Skills:
Tax ApisTax Engines
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
