Hybrid Wealth Analyst & Planning Specialist

Laird Norton Wetherby; Seattle (WA); Hybrid; USD 90,000 - 115,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision coverage

Sabbatical program after 10 years

401(k) plan

Educational reimbursements

Job summary

Laird Norton Wetherby in Seattle is seeking a Wealth Analyst to support clients and internal teams in financial planning and wealth management duties.

The role emphasizes client relationship management, portfolio oversight, tax and estate planning, and collaborative teamwork, with a hybrid schedule (2 days on-site, up to 3 remote) and a focus on delivering thoughtful, personalized guidance.

Qualifications

• 4-year college degree in finance or related field (preferred).
• 4 to 6 years of client service and financial planning experience.
• Experience with Microsoft Office Suite; other financial software is a plus.

Responsibilities

• Manage client relationships through in-person, phone and email interactions.
• Oversee client workflows, timelines and coordination across departments.
• Monitor portfolios aligned with investment policies and cash levels.
• Perform wealth planning analyses across estate, education, taxes and retirement.
• Collaborate with team members and participate in internal initiatives.

Skills

Client service excellence

Communication skills

Financial planning

Tax & estate planning

Portfolio management

Analytical skills

Team collaboration

Ethical standards

Education

Bachelor's degree in finance or related field

Tools

Microsoft Office

CRM software

Job description

Laird Norton Wetherby in Seattle is seeking a Wealth Analyst to support clients and internal teams in financial planning and wealth management duties.

The role emphasizes client relationship management, portfolio oversight, tax and estate planning, and collaborative teamwork, with a hybrid schedule (2 days on-site, up to 3 remote) and a focus on delivering thoughtful, personalized guidance.