Multi-Family Office Lead Advisor - Seattle

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.

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

Your Role

Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”. Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Cash Flow Planning, Multigenerational Estate Planning, Tax Planning, Risk Management, and Philanthropic Planning. Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor. Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.. Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service. Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients. Support 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; develop employees to their fullest potential and provide challenging opportunities that enhance career growth. Assist with development and presentation of training programs including coaching of team members on financial planning strategies.

Your Experience

Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm. Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis. Unquestioned commitment to integrity in personal and professional activities. Highly motivated with ability to function well in a fast-paced environment. Self-starter by nature. Excellent organizational, leadership, communication and presentation skills. Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities. This role is an in-office, full-time, and exempt position. We are a work from office culture with flexibility.

Compensation

Pay

$130,000 - $300,000 per year. Eligible for Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.

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.