Analyst (Newport Beach - August 2027 Start)

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 ’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 are looking for our next Analyst. Analysts build the foundational knowledge, skills, and confidence needed to support clients and advisory teams at a high level. Working alongside experienced advisors, Analysts gain exposure to financial planning, client service, and business operations while participating in structured training, coaching, and hands-on development opportunities. Through meaningful client work and continuous learning, Analysts develop the capabilities needed to take on increasing responsibility and grow within the advisory profession.

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

• Prepare financial planning, investment, and wealth management analyses and deliverables in partnership with advisory team members.
• Support portfolio reviews and investment research by gathering data, conducting analyses, and helping identify opportunities for discussion with the advisory team.
• Conduct analyses related to financial planning topics, including tax planning, equity compensation, retirement planning, and wealth transfer strategies while maintaining accurate client and portfolio records.
• Partner with Tax, Investments, Estate Planning, and advisory teams to support the development and implementation of client recommendations.
• Build technical expertise, professional judgment, and client service skills through structured training, coaching, and real-world client work.

• Position to begin on August 9, 2027.
• This role is an in-office, and exempt position. We are a work from office culture with lots of flexibility.

As an Analyst, you will participate in the Analyst Training Program (ATP), a structured development experience designed to build the foundational knowledge, skills, and experiences needed to support clients and grow your career at Brighton Jones. The program combines formal training, hands-on learning, coaching, mentorship, and practical application to help Analysts develop the capabilities required for long-term success.

During the program, you will:

• Complete required onboarding, training, and licensing milestones, including preparation for and completion of the Series 65 examination.
• Participate in classroom-based and real-world learning designed to build foundational financial planning, client service, and business knowledge.
• Apply learning through guided practice, job shadowing, and progressively challenging client-related work assignments.
• Partner closely with a dedicated Training Partner and People Manager who will provide coaching, feedback, and support throughout the program.
• Build relationships across the firm through collaboration with teammates, mentors, and cross-functional partners.
• Develop an understanding of the Brighton Jones client experience, business model, and career development framework.
• Progress toward demonstrated proficiency in key Analyst competencies and ATP graduation requirements.
• Program Length: The program is designed to be completed within 6 – 12 months. Timing may vary based on licensing completion, demonstrated proficiency against defined Analyst competencies, quality and consistency of work, and readiness for increasingly independent assignments.
• Completion & Graduation: Successful completion confirms that the Analyst has demonstrated the program’s foundational competencies. Future career progression will be evaluated separately based on sustained performance, demonstrated readiness, credential requirements, business needs, and the firm’s promotion process.

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.