Wealth Manager/Research Analyst
Seattle, WA
Wealth Manager / Research Analyst
A well-established and independent wealth management firm is seeking a dynamic investment professional to join its growing team. This role combines equity research with client portfolio management, offering a unique opportunity to contribute both to the firm's investment strategies and to client relationships.
About the Role
As a Wealth Manager / Research Analyst, you will have two primary responsibilities:
- Investment Research & Portfolio Management: Research, recommend, and manage stocks within the firm's Large Cap Growth portfolio.
- Client Advisory & Relationship Management: Collaborate with clients to manage their investments, communicate market insights, and support their financial goals.
Key Responsibilities
Investment Research & Portfolio Management
- Work alongside senior investment professionals to identify new stock opportunities, conduct fundamental analysis, and contribute to portfolio strategy.
- Monitor existing equity holdings, providing ongoing research and recommendations for adjustments.
- Prepare and present research findings internally and to clients, articulating the firm's investment philosophy and insights.
Client Relationship Management
- Manage client portfolios and effectively communicate investment strategies and market conditions.
- Lead client meetings, ensuring their financial questions are addressed with clarity and confidence.
- Collaborate with internal team members, including financial planners and associate wealth managers, to deliver a seamless client experience.
- Delegate financial planning and administrative tasks as needed while maintaining oversight of the overall client relationship.
Qualifications & Skills
- Strong investment knowledge, particularly in active management and individual securities.
- Proven ability to build and maintain client relationships with trust, professionalism, and empathy.
- Excellent verbal and written communication skills, both with clients and internally.
- Highly organized, accountable, and detail-oriented with the ability to prioritize client needs.
- Comfortable discussing investment strategies with clients across different market cycles.
- A strong commitment to continuous learning and professional development. CFA designation highly preferred.
Why Join Us?
This firm offers a collaborative, team-oriented environment where employees are encouraged to expand their responsibilities and take on new challenges. The firm is deeply committed to client service and maintains a reputation for excellence in wealth management.
Compensation & Benefits
- Competitive base salary with performance-based incentive compensation.
- Annual bonus program tied to firm and individual performance.
- Top-Tier Culture/Benefits - Most people stay for their entire career. Extremely low turnover.
- Comprehensive health benefits, including medical, dental, and vision coverage. Covered by client for employee & most family is paid.
- 401(k) plan with employer match.
- Generous Paid Time Off (PTO) and paid holidays.
- Professional development support and opportunities for advancement.
- Additional benefits, including commuter assistance and long-term disability coverage.
This is an exciting opportunity for an investment professional who thrives in a client-centric, research-driven environment.