Working at Brighton Jones LLC | Glassdoor

Brighton Jones LLC Overview

Seattle, WA
51 to 200 employees
1999
Company - Private
Investment Banking & Asset Management
$25 to $50 million (USD) per year
Brighton Jones, LLC is a nationally-recognized wealth management firm based in Seattle. Like a chief financial officer of a corporation, the breadth of our team allows us to provide advice across a client's entire balance sheet. We call it the Personal CFO ... Read more

Mission: It’s our mission to help people live richer lives, and that includes fostering an environment where great employees can thrive. We love what we do and know that the genuine relationships we build with each other positively affect our clients and their experience of ... Read more

Company Updates

  • We're looking for some great talent at Brighton Jones in Seattle, Portland, and Scottsdale. We're growing rapidly , have amazing people, and are passionate about helping others. If you are passionate about helping people live a richer life through smart financial planning and tax advice- let's talk!

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Brighton Jones LLC – Why Work With Us?


Community and connection live here.

One key to the culture we're building is to create opportunities to connect with each other beyond the rhythms of the workday. We have a full calendar of company-wide retreats, parties, volunteer outings, and other events where we get to share in our broader interests and passions.

We’ve found that as the firm has grown, it’s more important than ever to find ways to share openly all the news and various goings-on—from relevant financials to team member promotions to birthdays. Not only does it make work more fun and deepen our relationships, but we think it spills over into how our clients experience the firm. Working with a team of people who genuinely care about and enjoy each other’s company is a heck of a lot better than the alternative.

Committees:

FUN!

  • Happy hours, team events, ring the bell, league sports...

Charitable 

  • Support employee philanthropy, including local and national charities
  • Giving back: Over 3,000 employee volunteer hours in 2016

Wellness

  • Smoothies, massages, walks, recipes, etc.

Peer Recognition and Support

  • Raising the Bar
  • Ditch the Desk
  • Pillar Award
  • Live a Richer Life


Money in and of itself is not what motivates us.

It's about helping people navigate the complexities that come with having it. For us, that boils down to understanding in detail the values, goals, and personal circumstances of each of our clients.

We knew from the beginning that there was a better way, and we set out to build a firm that set a new standard for wealth management. Instead of focusing on one narrow slice, such as investments, we took a broader approach, one in which a team of individuals collaborates across a client’s entire balance sheet. From investments to long-term strategy to tax and estate planning, our clients have access to the expertise they need when they need it.

Our team shares the same philosophy and goals in serving our clients—and working together in the same office improves the quality of our process and the recommendations that we make. Planning decisions don’t get made in a vacuum, the strategy is understandable, and the ongoing execution is handled in a way that ensures nothing falls through the cracks. In the end, the entire client experience is elevated.

We also wanted to eliminate any conflicts of interest. While our legal status as a fiduciary requires us to put our clients’ interests ahead of our own, our fee-only compensation structure underlines that commitment. It eliminates the bias that can arise when a firm is paid commissions or backend fees that come with recommending or selling products.

In the end, it’s about creating true partnerships that thrive on transparency, accountability, and collaboration. Supporting every client in the pursuit of their goals, using our expertise to help them live their version of a richer life.

Brighton Jones by the Numbers:

  • 1,500+ Clients
  • 100+ Employees
  • $5B under advisement
  • 98% Client retention rate
  • 5 locations: Seattle, Portland, San Francisco, Scottsdale, and Washington, D.C.
  • Founded in 2000
  • 20% revenue growth rate

At Brighton Jones you’ll find that rare unicorn everyone is searching for—a work environment where you can thrive. From a team that’s always got your back, to a welcoming office vibe, together we’re building a different kind of firm.


YOU’RE AWESOME. BECOME AWESOMER.

As our client base grows, so do the opportunities for our team. So what are your goals and dreams? Without getting all gushy on you, we want to help you live a richer life. No matter what your role is here, we place a special emphasis on the sweet spot where professional and personal growth come together.

YOU WON’T GO IT ALONE, EVER.

Our collaborative, team-based approach means our clients always get the benefit of our collective knowledge. And they always get our very own version of white-glove service—without the actual wearing white gloves part. Our shared experience and teamwork provide you learning opportunities from every angle.

SERVICE THAT SERVES YOU, TOO.

We believe in growing our communities. All of us actively participate in charitable events, and you’ll have the opportunity to dive in and be part of our efforts. And if you’ve got a pet cause, like an animal shelter (see what we did there?) we offer annual matching donations and unlimited charitable hours.

See where you fit in.

Client Service
Client service teams are the front line and primary point of contact for each of our clients. The team is responsible for helping to retain our clients. Lead Advisors focus primarily on the strategic aspects of client relationships—the client confidence and trust they maintain is the life of our business. Our Associate Advisors and Client Service Coordinators provide the day-to-day client support, and assist with the tactical and analytical aspects of client service.

Business Development
Our business development professionals support ongoing new business growth. The team is responsible for introducing prospective clients to our services, and then personally guiding them through the new client engagement process.

Tax Advisory Group
Our tax services group consists of a variety of roles—attorneys, CPAs, and client service coordinators. The team focuses on strategic relationships as well as day-to-day client support for tax advisory and wealth management clients.

Operations
Made up of professionals with expertise in finance, compliance, marketing, HR, technology and recruiting, our operations team provides strategic direction for the company and executes the initiatives that will promote our scalable growth.

Institutional Asset Management
This team works with business owners and leaders to provide support, education, and ongoing portfolio management on employee retirement plans. Acting as a fiduciary, we help companies help their employees become “retirement ready”. Members of this team are the main point of contact for our business clients and support ongoing new business opportunities.

Taking care of you, inside and out.

CULTURE OF WELLBEING

At Brighton Jones, Wellness isn’t a stand-alone program—it’s an integral part of our dynamic culture. This holistic approach helps you thrive and live a richer life.

CAREER DEVELOPMENT

We provide personalized development plans, continuing education opportunities, and an in-house coach to help you grow.

PERSONAL BALANCE

We often call ourselves a “family,” but we never forget the one you’re actually related to. Our generous PTO, holiday schedule and Summer Fridays help keep you connected and refreshed.

PHYSICAL HEALTH

It’s no secret that good health, increases energy, reduces stress, and promotes a sense of wellbeing.

COMMUNITY & CONNECTION

We’re committed to giving back to the communities where we live and work. We keep the Brighton Jones community strong and connected through quarterly team meetings, happy hours, and other fun events.

EMOTIONAL & SOCIAL

This is a supportive environment, where we all lift each other up (not literally, of course.). We place an emphasis on building a culture of feedback, emotional intelligence and the integration of mindfulness practices.

FINANCIAL WELLNESS

Practicing what we preach, we offer financial education, competitive compensation, a 401(k) retirement plan with match, H.S.A contributions and flexible spending options.

Enough about us. Let’s talk about our awards.

We're kidding—sort of. But the fact is we're proud of our team and the way they consistently deliver on the promises we make to our clients, colleagues, and the community members—helping them live a richer life.

Clients

  • Top 100 Independent Financial Advisors Barron’s
  • Top 50 Wealth Advisors Forbes
  • Top 100 Fee-Only Wealth Management Firms CNBC Digital Editorial Team
  • Top 100 RIAs Financial Advisor Magazine
  • Top 300 Registered Investment Advisor Financial Times

Colleagues

  • Washington’s 100 Best Companies to Work For – 10 consecutive years! Seattle Business Magazine
  • Business Ethics Award Finalist Phoenix Better Business Bureau

Community Members

  • 2017 Corporations for Community Award, Washington Secretary of State
  • 2017 Top 75 Corporate Philanthropists, Puget Sound Business Journal
  • 2015 Corporate Champion – Basic Needs, Puget Sound Business Journal
  • Top 25 Small Business Corporate Philanthropist, Puget Sound Business Journal
  • 2015 Biff Brotherton Corporate Partner Award, The Moyer Foundation

Brighton Jones LLC Reviews

  • Featured Review

    "Amazing place to work, grow and become your best self!"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Operations Team Member in Seattle, WA
    Current Employee - Operations Team Member in Seattle, WA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Brighton Jones LLC full-time (More than 5 years)

    Pros

    Brighton Jones has some of the most amazing people I have ever met or worked with. This team is all about helping others - whether our clients, colleagues or people in our community. Growth opportunities are everywhere given how collaborative we are, how much we want to accomplish together, and the passion we share for helping more people find happiness. There hasn't been a day that has gone by where I haven't learned something new, felt the care from a team member, or felt the impact I am making in this organization. We are a team that wants to be the thought leader in our industry and we do things differently because we believe it is a better way to serve our clients. We work hard, learn a lot, form amazing relationships, and have amazing experiences together. I feel so lucky to be a part of this amazing team!

    Cons

    Because we have been growing so quickly, we have to stay nimble, adapt and flex with the growth. If you don't like change, you won't like it here. We've been around for 20 years but still feel innovative and fresh like a start-up operates. We're always looking to be better and to do that, you are always assessing, evaluating, pivoting as necessary and coming up with the next strategic action plan. We work hard because we are all very passionate about the work we do and work doesn't feel like work as it becomes a natural extension of who we are.

    Advice to Management

    Continue to diversify at the Senior Leadership level. More voices are better than few. Continue to diversify our team (we've been devoting much more time and attention to this and should continue to prioritize this) so we can better reflect our diversified client base. Continue to empower team members at every level and let them help drive our successes and be a part of our vision and solutions.

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Brighton Jones LLC Photos

Brighton Jones LLC photo of: Our “one team” model supports creativity, innovation, and results.
Brighton Jones LLC photo of: Our culture can feel casual, but that’s only because it is built on a foundation of discipline and deep expertise.
Brighton Jones LLC photo of: We always aim to grow in self-awareness, listen for possibility, and receive feedback as a gift.
Brighton Jones LLC photo of: We believe that connecting people with others who share their passions will help more people live richer lives.
Brighton Jones LLC photo of: We value open, respectful communication and reward collaboration.
Brighton Jones LLC photo of: We adopt a whatever-it-takes attitude when it comes to helping others. The question “How can I help?” epitomizes our commitment to serving others.
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Brighton Jones LLC Interviews

Experience

Experience
65%
14%
21%

Getting an Interview

Getting an Interview
46%
23%
15%
8
8

Difficulty

2.8
Average

Difficulty

Hard
Average
Easy
  1.  

    Associate Advisor Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. The process took 2 weeks. I interviewed at Brighton Jones LLC in February 2020.

    Interview

    In depth phone interview to help establish fit within the culture, then two separate interviews with two people at a time to go through experience, the job in question, and other questions

    Interview Questions

    • Most recent non-fiction book you read. Favorite and least favorite parts from that.   Answer Question
See All 14 Interviews

Brighton Jones LLC Awards & Accolades

  • Washington's 100 Best Companies to Work For, Seattle Business Magazine, 2016
  • Top 75 Corporate Philanthropists, Puget Sound Business Journal, 2017
  • Washington's 100 Best Companies to Work For, Seattle Business Magazine, 2015
  • Washington's 100 Best Companies to Work For, Seattle Business Magazine, 2014
  • Washington's 100 Best Companies to Work For, Seattle Business Magazine, 2013
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