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Life at BrightPlan

Our team is inspired by our mission to make financial success attainable for everyone

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Our Values

Be Accountable

Stay true to your word, do as you say you will.

Be Honest

If you don’t agree or see something wrong, speak up.

Be Passionate

Care for our customers and they will respect us for it.

Be Frugal

Invest in things that will have the biggest impact.

Be Trustworthy

Build trust because our success depends on it.

Be Fun

Enjoy work, have fun, and don’t take things too personally.

What excites me about BrightPlan is being a part of something big that can have a generational impact. Intelligent people, a supportive environment, and an excellent mission are the cherry on the top.
I am proud and inspired to be part of a company whose vision is to create financial wellness for everyone. The sense of inclusivity, ownership, support and flexibility especially for a working mom, like me, is immense. Every view is heard and respected―whether it be the technology choices we make, or people policies that are implemented.
It is important to me that I work for a fiduciary. I can rest assured knowing that our team will act in the best interest of the people we serve. I also love the ability to work from home. It shows that our team trusts me and adds a little flexibility to my day.

The Brightplan Experience

Collaborative

We work as one team with a common purpose

Lively

We are an experienced yet nimble team who likes to have fun

Work-Life Balance

We have a happy and fulfilling life outside of work

The Perks

Competitive salaries

Annual bonus program

Generous equity incentive program

Great benefits and flexible PTO

401(k) plan with annual Safe Harbor contribution

Free use of the BrightPlan app for life

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