Wealth Manager/Research Analyst - HNW/UHNW Job at Next Level Recruiting, LLC, Washington DC

bUpGSlQzb2NMb0ZRZUJXcStQYVRaSUg2SXc9PQ==
  • Next Level Recruiting, LLC
  • Washington DC

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

Frederick Fox

Senior Transportation Engineer Job at Frederick Fox

 ...Position The ideal candidate will have a strong background in transportation engineering, with expertise in designing improvements for...  ...~ Frequent and Engaging Team Building Events ~ Competitive Medical Insurance ~ Dental and Vision Insurance ~401k Retirement... 

The Fitzpatrick Group

Recruiter Job at The Fitzpatrick Group

 ...Job Description: Join us as a Full-time Recruiter at The Fitzpatrick Group. In this role, you...  ...organizational skills Experience working with Microsoft Office suite High-energy...  ...on-site in Houston with future work-from-home potential We value your skills, your passion... 

Compass Healthcare Consulting and Placement

RN Executive - VP Clinical Services - Registered Nurse - Home Care Job at Compass Healthcare Consulting and Placement

 ...Consulting & Placement is conducting a search for an experienced RN Executive VP of Clinical Services opportunity with a Licensed Home Care Services...  ...an experienced Executive or Senior Director level RN Registered Nurse who is a strong leader. Executive RN, VP of Clinical... 

Chicago Law Partners, LLC

Firm Administrator/ Bookkeeper Job at Chicago Law Partners, LLC

 ...initiatives Maintain a high standard of client service and confidentiality What Were Looking For Experience : 5+ years of bookkeeping; 3+ years in a senior administrative or leadership role Education : Associates or Bachelors degree in Business, Accounting,... 

Porsche Cars North America

Porsche Training Instructor Job at Porsche Cars North America

Benefits : (Medical, Dental, and Vision coverage) Duration : Long term contract (12 months with possible renewal) Schedule/Shift: Monday Friday between 7:30-4:30 (typical) additional time as necessary. Location : Fort Worth, TX Corestaff is the official...