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Wealth Manager - Remote

Posted 15 weeks ago
Finance / Legal
Full Time
United States
$150,000 - $240,000/year

Overview

Laird Norton Wetherby (LNW) is seeking a full-time Wealth Manager to join our team, providing bespoke and holistic wealth management services to ultra-high net worth clients.

In Short

  • Foster long-term relationships with clients.
  • Incorporate LNW’s values in work.
  • Assess client needs and deliver firm resources.
  • Model a team culture of client service.
  • Understand and explain investment solutions.
  • Guide implementation of managed investment portfolios.
  • Communicate proactively with clients.
  • Lead financial planning analysis and projections.
  • Supervise ongoing client servicing.
  • Develop referral networks and support business development.

Requirements

  • 10+ years of experience in investment management or financial planning.
  • Specialized knowledge in investments, estate planning, or tax.
  • Certification (Series 65 or equivalent) required.
  • Four-year college degree or equivalent experience.
  • Strong organizational and time management skills.
  • Excellent written and verbal communication skills.

Benefits

  • Competitive salary and annual bonus program.
  • Medical, dental, and vision coverage.
  • Generous time off and flexible spending plans.
  • 401(k) plan and educational reimbursements.
Laird Norton Wetherby logo

Laird Norton Wetherby

Laird Norton Wetherby (LNW) is a wealth management firm dedicated to serving exceptional families and individuals, helping them activate the full potential of their wealth through personalized investment management, wealth and legacy planning, and trust and estate services. With a commitment to unbiased, independent guidance, LNW operates as both a Registered Investment Advisor and a trust services provider, boasting offices in major U.S. cities including Seattle, San Francisco, New York, Los Angeles, and Philadelphia. The firm is employee-owned and majority-owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States. LNW fosters a collaborative and inclusive work environment, emphasizing the importance of diverse perspectives and employee well-being, while striving to build long-term, trusted relationships with clients.

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