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:
Key Responsibilities
Investment Research & Portfolio Management
Client Relationship Management
Qualifications & Skills
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
This is an exciting opportunity for an investment professional who thrives in a client-centric, research-driven environment.
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