UHNW Wealth Manager (Hybrid, SF)

Laird Norton Wetherby; San Francisco (CA); Híbrido; USD 160.000 - 255.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental & vision coverage

Sabbatical program

Flexible spending plans (HSA/FSAs)

401(k) plan

Educational reimbursements

Descripción de la vacante

Laird Norton Wetherby in San Francisco is seeking a full-time Wealth Manager to join our team. You will lead delivery of bespoke wealth management services to ultra-high-net-worth clients, collaborating with partners and specialists to ensure exceptional service.

The role offers a path from emerging advisor to senior client-facing professional, with hybrid work requirements and a strong emphasis on fiduciary planning, investment oversight, and client development.

Formación

• Minimum 10+ years in investment/wealth management or financial planning.
• Experience serving ultra-high-net-worth clients (> $10M AUM).
• Certification (Series 65) required; advanced degrees preferred.

Responsabilidades

• Foster trusted, long-term relationships with assigned clients.
• Incorporate LNW values in all work.
• Assess client needs and marshal firm resources to address them.
• Model team-supported client service leveraging leads, advisors, analysts and content experts.
• Explain the full range of investment solutions across asset classes.
• Design and guide implementation of managed portfolios per client goals and policy statements.
• Proactively communicate with clients and respond to questions promptly.
• Drive wealth management strategies and financial planning with other advisors as needed.
• Lead financial planning analyses including estate, tax, Medicare, Social Security and insurance.
• Lead client meetings, set agendas, and coordinate follow-up items.
• Supervise ongoing client service operations and reporting.
• Oversee onboarding for new clients and map client roadmaps.
• Demonstrate business development by building referral networks and participating in BD activities.

Conocimientos

Wealth management

Client relationships

Financial planning

Investment analysis

Communication

Team leadership

Estate/tax planning knowledge

Educación

Bachelor-equivalent degree in finance or related field

Series 65 certification

Advanced degree (preferred)

Herramientas

Portfolio analysis software

Descripción del empleo

Laird Norton Wetherby in San Francisco is seeking a full-time Wealth Manager to join our team. You will lead delivery of bespoke wealth management services to ultra-high-net-worth clients, collaborating with partners and specialists to ensure exceptional service.

The role offers a path from emerging advisor to senior client-facing professional, with hybrid work requirements and a strong emphasis on fiduciary planning, investment oversight, and client development.