Next Level Recruiting, LLC
Wealth Manager/Research Analyst - HNW/UHNW
Next Level Recruiting, LLC, Seattle, Washington, us, 98127
Wealth Manager/Research Analyst - HNW/UHNW
Wealth Manager/Research Analyst - HNW/UHNW
Direct message the job poster from Next Level Recruiting, LLC Talent Acquisition & Porting Books @ NLR | Private Wealth | Family Office | Multi Family Office/RIA | Wealth Management | Investment Banking |…
Wealth Manager/Research Analyst**** Seattle, WA 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 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. 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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Analyst, Finance, and Research Industries Financial Services, Investment Advice, and Investment Management Referrals increase your chances of interviewing at Next Level Recruiting, LLC by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Student loan assistance Paid paternity leave Tuition assistance Disability insurance Child care support Get notified when a new job is posted. Sign in to set job alerts for “Research Analyst” roles.
Sr Business Analyst – Economic Research & Insights
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Wealth Manager/Research Analyst - HNW/UHNW
Direct message the job poster from Next Level Recruiting, LLC Talent Acquisition & Porting Books @ NLR | Private Wealth | Family Office | Multi Family Office/RIA | Wealth Management | Investment Banking |…
Wealth Manager/Research Analyst**** Seattle, WA 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 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. 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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Analyst, Finance, and Research Industries Financial Services, Investment Advice, and Investment Management Referrals increase your chances of interviewing at Next Level Recruiting, LLC by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Student loan assistance Paid paternity leave Tuition assistance Disability insurance Child care support Get notified when a new job is posted. Sign in to set job alerts for “Research Analyst” roles.
Sr Business Analyst – Economic Research & Insights
Seattle, WA $83,000.00-$154,000.00 2 days ago Redmond, WA $11,000.00-$12,000.00 5 days ago Bellevue, WA $66,900.00-$143,100.00 2 weeks ago Redmond, WA $12,900.00-$13,200.00 6 days ago Bellevue, WA $66,900.00-$143,100.00 5 days ago Bellevue, WA $50,200.00-$107,400.00 1 week ago Mixed Method Researcher (Quantitative focus) - Remote
Bellevue, WA $66,900.00-$143,100.00 2 weeks ago Seattle, WA $66,900.00-$143,100.00 2 weeks ago Bellevue, WA $75,000.00-$88,000.00 2 weeks ago Sales Research Analyst, Customer and Field Insights - AWS Sales, Marketing, and Global Services
Seattle, WA $66,900.00-$143,100.00 2 weeks ago Senior Research & Data Analyst (Senior Management Analyst)
Tukwila, WA $92,169.00-$133,643.50 2 weeks ago Senior Researcher, Education Economics Focus
Seattle, WA $145,725.00-$242,875.00 1 week ago Redmond, WA $119,800.00-$258,000.00 1 week ago Seattle, WA $138,000.00-$192,000.00 1 week ago Senior Business Analyst - Asset Protection - Seattle
Bellevue, WA $138,000.00-$192,000.00 1 week ago Business Analyst II, Selling Partner Services
Seattle, WA $66,900.00-$143,100.00 2 days ago Business Analyst II, Selling Partner Services
Bellevue, WA $66,900.00-$143,100.00 1 day ago Seattle, WA $88,000.00-$131,000.00 4 days ago Aviation Market Analyst (Mid-level or Senior)
Business Analyst, Logistics Claims Management and Operations
Bellevue, WA $103,000.00-$163,000.00 1 week ago PROGRAM OPERATIONS ANALYST - PROSTHESIS (100% FTE, DAYS)
Bellevue, WA $106,400.00-$185,000.00 2 days ago Redmond, WA $139,900.00-$304,200.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr