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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? We are looking for stellar software engineers to build and ensure our platform provides a flawless experience to our client employees.
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Engineering

Are you ready to help people make their financial dreams a reality? We are looking for stellar software developers to develop and ensure our platform provides a flawless experience to our clients.
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Sales

Our Sales Team plays a critical role in our mission. If you love closing deals and being on the front edge of new technology, then this may be the right fit for you.
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Marketing

Our Marketing team plays a critical role in our mission. If you love crafting a compelling strategy to drive company growth, we want to hear from you.
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Client Success

Our Client Success Team is critical to our mission. If you enjoy helping clients and love personal finance and technology, we'd like to hear from you.
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