Wealth Manager/Research Analyst - HNW/UHNW Job at Next Level Recruiting, LLC, Seattle, WA

bkhDVTRTSmZMLzdGZjhvNHlwOVNBNGRtMmc9PQ==
  • Next Level Recruiting, LLC
  • Seattle, WA

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.

Job Tags

Holiday work,

Similar Jobs

DCTV

Development Director Job at DCTV

About DCTV Founded in 1972, Downtown Community Television Center, Inc. (DCTV) has grown into one of the leading documentary production and film education centers in the country. A community of and for documentary filmmakers, DCTV is a unique space where screenings, discussions...

Octapharma USA, Inc.

Medical Science Liaison, Immunology - Northeast (ONSITE) Job at Octapharma USA, Inc.

 ...Summary : Octapharma USA is searching for a Medical Science Liaison to join our team. The Medical Science Liaison will have...  ...must adhere to and comply with customers (such as hospitals, physician offices, etc.) credentialing guidelines, which may require vaccination... 

St. Charles Veterinary Hospital

Customer Service Representative (Veterinary Experienced) Job at St. Charles Veterinary Hospital

 ...Day and NIght Shifts available - 3 or 4 Day Shifts. Veterinary experience Required. Job description Do you have at least 1 year...  ...is preferred. Open availability is a plus! Job Types: Full-time, Part-time Pay: $16.00 - $21.00 per hour Benefits:... 

DSJ Global

Plant Sanitation Manager (DAY SHIFT) Job at DSJ Global

 ...Plant Leadership Manager - DAY SHIFT San Francisco Bay Area A global player in the Food Manufacturing space is seeking a specific talent to lead the Sanitation function within their state-of-the-art facility in the Bay Area. Reporting directly to the Quality Director... 

Marcel Digital

SEO MANAGER Job at Marcel Digital

 ...organizations through integrated strategies across paid media, SEO, analytics, and web development. Weve built a high-performing...  ...people, wed love to meet you. Position Summary As an SEO Manager at Marcel Digital, youll play a critical role in generating...