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Our mission is to help people plan and invest for a brighter future.

BrightPlan - Financial Advice

We think differently

Our mission at BrightPlan is to deliver an exceptional service that inspires people to discover their dreams, set life and financial goals, and easily implement and track their plan. Our belief is that a good plan, well executed, can help make dreams a reality.

 

What we value

Who you are and how you work are just as important as what you can do.

 

 

Be accountable

Stay true to your word.

 

Be VOCAL

Your opinion matters, speak up.

 

Be Passionate

Care for our customers, and they'll care for us.

 

Be Frugal

Invest in things that will have the biggest impact on our success.

 

Build Trust

Our success and work satisfaction depends on it.

 

Enjoy Yourself

Have fun, do good work, and don’t take things too seriously.

Join us

We are at the beginning of an exciting journey. Our vision is clear. Success is in the hands of our people. We value diversity and welcome something of everything – true innovation comes at the intersection of different backgrounds, experience and points of view.

View open positions

The perks

1

Competitive salaries 

2

Annual Bonus program

3

Generous equity incentive program

4

Great benefits for employees and their families and flexible PTO

5

401k Plan with employer contribution

6

Use BrightPlan for free!

How we align for success

We want you to have a happy and fulfilling life both inside and outside of work, because selfishly we know that will make you a more productive employee. So we give you better pay and health insurance, the flexibility to work from home a couple days a week, and a flexible PTO program that makes sure you're leaving the office to recharge and spend time with your family. Honestly, life is too beautiful to just spend it working. 

 

Open positions

Engineering

Are you ready to help people make their financial dreams a reality? If you are an expert in React Native and/or Swift and Java, we want to hear from you. BrightPlan (a certified Centre for Fiduciary Excellence company) is hiring a Mobile Tech Lead/Architect to join our rapidly growing company...
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Engineering

Are you ready to help people make their financial dreams a reality? If you have 5+ years experience building products as a Salesforce engineer, with deep expertise in Java, we want to hear from you. BrightPlan (a certified Centre for Fiduciary Excellence company) is hiring a Senior Java Engineer to join our rapidly growing company...
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Marketing

If you love helping customers and colleagues by providing amazing customer service, we'd like to hear from you. BrightPlan is hiring a Client Success Specialist to join our rapidly growing company ...
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