Key technologies and capabilities for this role
Common questions about this position
The position is full-time.
This information is not specified in the job description.
The role requires skills as a proactive learner, skilled facilitator, strong communicator, and subject matter expert, with experience in training facilitation, program management, and using learning management systems.
Brighton Jones has a purpose-driven, client-focused culture emphasizing continuous growth, collaboration, community, and a dynamic team-based approach, recognized with 15 consecutive 'Best Places to Work' awards.
Strong candidates are driven, curious individuals who are proactive learners, skilled facilitators, strong communicators, and thrive on enabling growth, with experience providing subject matter expertise and managing training programs.
Wealth management and financial planning services
Brighton Jones provides wealth management services by acting as a Personal CFO for individuals and families. Their approach includes comprehensive financial planning and management, helping clients align their financial resources with their personal values and life goals. They serve a diverse range of clients, from those with less than $500,000 in assets to those with over $10,000,000, including savvy investors and families focused on financial education. Brighton Jones differentiates itself from competitors by emphasizing a holistic approach that considers both financial and emotional well-being, going beyond traditional fiduciary advice. Their goal is to help clients thrive by offering tailored financial strategies that integrate all aspects of their financial lives.