Senior Family Wealth Advisor - Seattle

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  "source_hash": "cc614866c5b33461bcf80b6d46a712316d83a32e195063762a0b78fa36dd1e1a",
  "last_changed_at": "2026-06-02T10:40:25.586Z",
  "active_status": "active"
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{
  "language": "en",
  "location": {
    "raw": "Seattle, WA",
    "city": "Seattle",
    "region": "WA",
    "country": "United States",
    "is_remote": false,
    "confidence": 0.9
  },
  "salary_max": 300000,
  "salary_min": 130000,
  "inferred_at": "2026-06-06T07:56:53.605Z",
  "launch_scope": {
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    "included": true,
    "language": "en",
    "location": {
      "raw": "Seattle, WA",
      "city": "Seattle",
      "region": "WA",
      "country": "United States",
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      "confidence": 0.9
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    "countries": [
      "United States"
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  "remote_policy": null,
  "salary_period": "year",
  "workplace_type": "on_site",
  "salary_currency": "USD"
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{}

{
  "lists": [
    {
      "text": "Your Role:",
      "content": "\n<li>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”.</li>\n<li>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.</li>\n<li>Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor.</li>\n<li>Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities</li>\n<li>Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc..</li>\n<li>Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.</li>\n<li>Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients.</li>\n<li>Support Brighton Jones’ mission by using objectivity, creativity and passion to help our clients, colleagues and community members “live richer lives”.</li>\n<li>Provide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth.</li>\n<li>Assist with development and presentation of training programs including coaching of team members on financial planning strategies.</li>\n"
    },
    {
      "text": "Your Experience:",
      "content": "\n<li>Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.</li>\n<li>6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.</li>\n<li>Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.&nbsp;</li>\n<li>Unquestioned commitment to integrity in personal and professional activities.</li>\n<li>Highly motivated with ability to function well in a fast-paced environment.</li>\n<li>Self-starter by nature.</li>\n<li>Excellent organizational, leadership, communication and presentation skills.</li>\n<li>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.</li>\n<li>This role is an in-office, full-time, and exempt position. We are a work from office culture with flexibility.</li>\n"
    },
    {
      "text": "Compensation:",
      "content": "\n<li><strong>Pay: </strong>$130,000 - $300,000 per year</li>\n\n<div>\n<div>\n<div>\n<div data-qa=\"posting-requirements\">\n<div>\n\n<li style=\"list-style-type: revert;\"><strong>Variable Compensation:</strong>&nbsp;Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.&nbsp;</li>\n\n<div>&nbsp;</div>\n<div><strong>Ownership &amp; Financial Wellbeing</strong></div>\n\n<li style=\"list-style-type: revert;\">Fully paid medical, dental, and vision coverage for employees</li>\n<li style=\"list-style-type: revert;\">401(k) with 100% match up to 3% of annual compensation</li>\n<li style=\"list-style-type: revert;\">Equity ownership opportunities for every employee</li>\n<li style=\"list-style-type: revert;\">New Business Incentive Program</li>\n<li style=\"list-style-type: revert;\">Generous employee referral bonus</li>\n<li style=\"list-style-type: revert;\">Cell phone data reimbursement</li>\n<li style=\"list-style-type: revert;\">Financial planning services discount for employees and immediate family members</li>\n\n<div>&nbsp;</div>\n<div><strong>Time &amp; Flexibility</strong></div>\n\n<li style=\"list-style-type: revert;\">Minimum 3 weeks PTO starting Day 1</li>\n<li style=\"list-style-type: revert;\">Winter Break, Summer Friday flex-days, and 10 paid holidays</li>\n<li style=\"list-style-type: revert;\">Unlimited Volunteer Time Off plus company grant matching</li>\n<li style=\"list-style-type: revert;\">Heavily subsidized transit</li>\n\n<div>&nbsp;</div>\n<div><strong>Growth &amp; Development</strong></div>\n\n<li style=\"list-style-type: revert;\">100% reimbursement for required training, certifications, licensing, and dues</li>\n<li style=\"list-style-type: revert;\">Personal career development plans</li>\n<li style=\"list-style-type: revert;\">Richer Life Business Partner (coaching for all employees)</li>\n<li style=\"list-style-type: revert;\">Mindful Emotional &amp; Social Intelligence training</li>\n<li style=\"list-style-type: revert;\">Annual professional &amp; personal wellbeing stipend</li>\n\n<div>&nbsp;</div>\n<div><strong>Connection &amp; Community</strong></div>\n\n<li style=\"list-style-type: revert;\">Quarterly team-building events</li>\n<li style=\"list-style-type: revert;\">Regular social events</li>\n<li style=\"list-style-type: revert;\">Employee-led book clubs, committees, and affinity groups</li>\n\n<div>&nbsp;</div>\n<div><strong>Family &amp; Milestones</strong></div>\n\n<li style=\"list-style-type: revert;\">Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)</li>\n<li style=\"list-style-type: revert;\">Adoption benefits</li>\n<li style=\"list-style-type: revert;\">Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years</li>\n\n</div>\n</div>\n</div>\n</div>\n<div data-qa=\"closing-description\">&nbsp;</div>\n</div>"
    }
  ],
  "country": "US",
  "createdAt": 1780344839097,
  "updatedAt": null,
  "categories": {
    "team": "Family Office",
    "location": "Seattle, WA",
    "commitment": "Full-time",
    "allLocations": [
      "Seattle, WA"
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  },
  "salaryRange": null,
  "workplaceType": "onsite"
}