Wealth Advisor

2 weeks ago

Seattle, United States Laird Norton Wetherby Full time

LOCATION: SEATTLE, WA

We are seeking a full-time Wealth Advisor to join our team. You will work with a team of wealth management professionals and other Laird Norton Wetherby (LNW) team members to provide excellent service to our internal and external clients.

Your Role and Responsibilities

Nature of the Role

  • Partner with client service team to provide outstanding service to our wealth management clients. Has increasing responsibility for serving the client.
  • Some support, some lead roles in CRM. May lead clients independently or with a Strategic Lead, depending on client complexity.
Core Job Responsibilities
  • First point of contact for client inquiries. Responds to client questions and ad hoc requests from third parties in a timely manner.
  • Communicate proactively with clients and respond to client questions in a timely manner. Clearly articulate thoughts, ideas and plans to clients.
  • Implement tailored investment strategies across all asset classes appropriate to each client's goals and objectives. Rebalance client portfolios and execute trades without error. Monitor daily transactions and weekly cash balances in client accounts to ensure adequate cash balances for known cash outflows.
  • Proactively develop, communicate and implement wealth and financial planning strategies for clients, integrating detailed and complex information from the client's situation and the markets.
  • Lead and prepare financial planning analysis including projections, estate planning, tax, Medicare, Social Security, Insurance, etc.
  • Lead or actively participate in client meetings, depending on client team role. Coordinate client meetings including scheduling, preparing agenda and materials, and coordinating post-meeting follow up items.
  • Collaborate with Investment, Operations and other groups as needed to ensure constructive partnership in responding to client needs.
  • Foster strong long-term relationships with assigned clients.
  • Support onboarding process for new clients.
  • Maintain and follow department process and procedures and actively look for opportunities and implement improvements and efficiencies.
  • Support business development efforts as assigned, including creating presentation materials and client portfolio proposals. Focus on developing external network and COI relationships.
  • Participate in prospect meetings as assigned.
Duties and Responsibilities will increase and vary based on needs of business.

More About You
  • Four-year college degree or equivalent work experience in the financial services industry.
  • At least 3 years or more of client service, financial planning, and/or private client relationship management.
  • Computer skills including Microsoft Office Suite are required; advanced skills preferred. Other software applications, including financial software tools, are a plus.
  • Certification (Series 65 or other) required. Strong preference for CFP or equivalent knowledge.
Skills and Attributes
  • Strong knowledge of planning concepts, including estate and legacy, education, gifting, taxes, retirement, insurance, mortgage and other debt.
  • Strong knowledge of investment management. Strong knowledge of markets, asset classes and different security types. Strong knowledge of investment process, models and rebalancing. Knowledgeable and conversant on all managers in the portfolios.
  • Strong organizational and time management skills with the ability to independently complete, manage, and delegate projects which include multiple tasks.
  • Excellent written and verbal communication skills, as well as strong listening abilities.
  • Facilitate proactive, consistent and effective communication when collaborating with clients and coworkers.
  • Be available to provide client and strategic input and advice to client team.
  • Support the cultivation of an inclusive environment and culture by internalizing, integrating and applying DEI principles across work and activities.

Compensation and Benefits

We provide a competitive salary commensurate with your experience and skills and offer an annual bonus based on company and individual performance. The full salary range for this position is $124,800 to $156,000, depending on location and experience.

The salary range applies to current posting and may change in the future. The posted salary range may vary for key factors including, but not limited to, education, job-related knowledge, experience, skill set, and geographic location.

We offer excellent benefits including medical, dental and vision coverage, generous time off, flexible spending plans for health care and dependent care, 401(k) plan, educational reimbursements. For details of all benefits, please visit our website here.

Our Team

You will be joining a team that is dedicated to helping our clients achieve their goals by providing exceptional investment management and wealth planning services. Putting our clients first guides our decision-making and culture, and allows us to build long-term, caring and trusted relationships.

We love working in a professional yet relaxed working environment. We encourage openness, active listening, mutual respect, candor and integrity. We cultivate a diverse and inclusive work environment where we encourage a work/life balance through a generous PTO policy and flexible work hours. We enjoy each other's company at team and semi-annual firm wide outings. We take a hybrid in-office/remote working approach.

About Us

Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth. To help turn lifelong ambitions and multigenerational aspirations into reality, LNW brings to each client relationship a high level of care combined with deep expertise in wealth and legacy planning, investments, and trust and estate services.

Offering both RIA (Registered Investment Advisor) and trust services, LNW is committed to providing clients with unbiased, independent guidance and solutions. LNW has offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliated trust company in South Dakota, empowering clients across the U.S. and around the world.

LNW is owned by employees and majority owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States. To learn more, please visit LNWAdvisors.com.

Additional Information

Our firm aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves. Our diversity drives us forward and helps us build deeper relationships with our clients and our community.

The firm is an equal opportunity employer and prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics).

*As of 11/22/2024
#Li-Hybrid

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