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OpenPlan - Lead Advisor

Create personalized financial plans for early-wealth clients

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 focuses on supporting clients early in their wealth journey through holistic wealth management services.

Why This Role?

Work with a purpose-driven team recognized with 15 consecutive 'Best Places to Work' awards

Key Responsibilities

  • Create and update clients' Foundational Plans based on their goals and challenges
  • Collaborate with organizational decision makers to deliver retirement plan offerings
  • Provide personalized financial advisory services to employees within partner companies
  • Partner with leading companies and individuals to offer holistic wealth management services
  • Support clients early in their wealth journey through personalized financial empowerment

Requirements

  • Natural problem solver passionate about helping others
  • Ability to thrive in a fast-paced, learning-oriented environment
  • Strong interpersonal skills for client and organizational collaboration

Required Skills

financial planningclient consultationretirement planningwealth managementcommunicationclient advisorycollaborationproblem solving
View Original Description from Lever PostingsShow more

Original description from Lever Postings

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!

Salary Context

Similar Sales & Business Development roles on LokerDollar pay around $190.3k/yr (range $3.7k–440k/yr, n=180 active listings).

Market context

  • UNKNOWNThis listing states no pay. Role median is $190,275/year (n=180 pay-disclosing listings).
  • VERIFIEDBrighton Jones: 1 postings in the last 3 months, 1 all-time on LokerDollar.
  • VERIFIEDCompany first seen Sep 29, 2026.
  • VERIFIEDThis listing first seen Sep 29, 2026.
  • VERIFIEDLast verified live Sep 29, 2026.

Openness not stated by employer — check the listing

Job Type
full time
Location
Seattle, USA · Remote
Seniority
lead
PostedFreshNew & verified
Sep 21, 2026

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Frequently asked questions

Is OpenPlan - Lead Advisor at Brighton Jones a remote job?
Yes, OpenPlan - Lead Advisor at Brighton Jones is remote, but the employer did not state which countries can apply. Check the listing before applying.
What type of employment is OpenPlan - Lead Advisor at Brighton Jones?
This is a full time position.
How do I apply?
Click the "Apply" button on this page to go to the official application at Brighton Jones.

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