Job Description

Wealth Manager/Research Analyst

Seattle, WA

Wealth Manager / Research Analyst

Our Client is a Well-Established, Prestigious and Independent Wealth Management firm 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:

• Client Advisory & Relationship Management: Collaborate with clients to manage their investments, communicate market insights, and support their financial goals.
• Investment Research & Portfolio Management: Research, recommend, and manage stocks within the firm’s Large Cap Growth portfolio .

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.

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