Family Office Director of Estate Planning

Job Description

Job Description

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 are seeking an experienced and strategic Director of Estate Planning to lead and expand our estate planning services. This role is dedicated to helping clients live a richer life by aligning their lifetime financial planning goals with the legacy they desire to leave behind for their family and community. The Director of Estate Planning will provide expert guidance on estate, tax, and wealth transfer strategies while collaborating with our Personal CFOs and other specialists to ensure seamless integration into clients’ overall financial plans. The ideal candidate is a thought leader in estate planning, possesses exceptional client service skills, and thrives in a team-oriented culture.

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

Your Role :

• Lead the estate planning function, developing and implementing innovative strategies for high-net-worth and ultra-high-net-worth clients.
• Provide expert guidance on estate planning topics, including tax-efficient wealth transfer, charitable giving, trust structures, asset protection, and business succession planning—including producing estate plan summaries and flow charts for clients.
• Engage with and educate clients about various techniques to preserve wealth from one generation to the next in a manner that minimizes taxes and emphasizes their personal and family goals.
• Collaborate closely with the Director of Financial Planning, Director of Tax, and in-house law firm for Multi-Family Office and Single Family Office clients to address client-specific needs and goals.
• Work with internal and external partners to maintain corporate trustee services and help clients identify appropriate trustee solutions.
• As Brighton Jones launches Trust Co in 2026, serve as the main point of contact for advisors firmwide, fielding technical trust questions, assessing risk, and providing strategic guidance. This role will also support client meetings as a subject matter expert when advisors seek trust expertise in the room.
• Perform simple drafting for promissory notes, contracts, and related documentation in coordination with internal and external counsel.
• Serve as a trusted advisor and educator, effectively communicating complex estate planning concepts in a clear and actionable manner and seeing through the implementation of strategies.
• Stay current on estate tax laws, regulations, and industry trends to proactively advise clients and internal teams on potential opportunities and risks.
• Develop and enhance estate planning processes, tools, and resources to improve efficiency and service delivery.
• Train and mentor Brighton Jones team members on estate planning best practices, fostering a culture of continuous learning.
• Offer timely, strategic, and creative guidance to help clients create estate plans that address their specific needs.
• Support business development in prospect meetings and by partnering with marketing to tailor educational content.
• Represent Brighton Jones at industry events, conferences, and networking opportunities to build relationships and enhance the firm’s estate planning expertise.

Your Experience :

Compensation :

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.