Wealth Manager

Focus Financial Partners; Seattle (WA); Hybrid; USD 150,000 - 250,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Annual cash bonus

Job summary

Focus Financial Partners, based in Seattle, is seeking a dynamic Wealth Manager to join its expanding team. The role encompasses researching and managing stocks for the Large Cap Growth portfolio as well as client relationship management. This position operates on a hybrid model, with three days in the office and two days remote.

The ideal candidate is expected to demonstrate strong investment knowledge, client service skills, and possess a CFA designation, among other qualifications.

Qualifications

• Strong client relationship skills including empathy and communication.
• Trustworthy and detail-oriented.
• Proactive and self-motivated manager.

Responsibilities

• Research and manage stocks for the Large Cap Growth portfolio.
• Manage client portfolios and communicate with clients.
• Collaborate with co-managers on stock recommendations.

Skills

Client relationship skills

Investment knowledge

Communication skills

Education

CFA designation preferred

Job description

Overview

Badgley Phelps Wealth Managers, a trusted name in wealth management for over 50 years, distinguishes itself with its distinctive approach to wealth management. Since 1966, we’ve been more than just fiduciaries; we’ve been partners in our clients’ wealth journey. Our base in Seattle, Washington, is the hub for our independent and unbiased investment advisory services, catering to high‑net‑worth individuals, families, and institutions. Our team thrives in a collaborative environment dedicated to improving our clients' financial lives.

We are seeking a dynamic investment professional to join our rapidly expanding team. As an investment‑focused Wealth Manager, you will have two main responsibilities: researching, recommending, and managing stocks for the firm’s Large Cap Growth portfolio; and working with clients to manage their investments.

This is a hybrid role: 3 days in office / 2 days remote.

Primary Responsibilities

A successful candidate will:

• Collaborate with co‑managers of the Large Cap Growth equity team to source new ideas, conduct fundamental analysis, and contribute to the development and delivery of stock recommendations. This may involve taking both the research analyst and portfolio manager perspectives.
• Provide ongoing research and recommendations on existing equity positions and recommend changes to the model portfolio as necessary.
• Contribute to research materials and articulate the team’s views on individual stocks both within the firm and to clients.

The Wealth Manager will manage the investment aspect of the client relationship and collaborate with other members of the client’s team, including the financial planner, associate wealth manager, and client service. You will work independently and in collaboration with other Wealth Managers to help clients achieve their financial goals. For example, you should be comfortable:

• Managing client portfolios and communicating with clients of varying levels of sophistication regarding their investments and the markets.
• Leading client meetings and ensuring questions and concerns are addressed. Documenting client contact and follow‑up work is part of our process.
• Delegating general relationship, financial planning, and administrative tasks to teammates as appropriate. You may back up the Relationship Manager as needed.

Successful Wealth Managers may also excel at developing relationships with new clients and other professionals. Growing our business is a core value, and identifying new opportunities and retaining existing relationships is a goal across the firm.

Qualifications

• Demonstrated ability to deliver exceptional client service. Strong client relationship skills—listening, relatability, communication, empathy, compassion, and thoughtfulness. Excellent verbal and written communication skills, both internally and externally (with clients and professional partners).
• Trustworthy and accountable with attention to detail. Professional poise, patience, understanding, and tact, particularly when working with clients under stress.
• Ability to prioritize tasks and put the client first. Able to work independently as a self‑motivated and proactive manager, while also communicating effectively with a team to serve clients.
• Strong investment knowledge of both current and historical markets. Aligns with active management and individual securities. Feels comfortable discussing investment strategies and positions with clients in all types of markets.
• Dedicated to continuously learning and growing. CFA designation preferred. Being active in the community and serving those around them.

Compensation & Benefits

The annualized base pay range for this role is expected to be between $150,000–$250,000 base salary. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. Base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k).

About Badgley Phelps Wealth Managers

Badgley Phelps Wealth Managers is part of the Focus Financial Partners’ network firm community. As part of the partnership, Badgley Phelps remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm‑led environment.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client‑first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Equal Opportunity & Legal Information

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]. The following language is for U.S. based roles only. For California applicants: Information on your privacy rights can be found here. For Indiana applicants: It is unlawful for an employer to discriminate against a prospective employee based on status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a reserve component. For Maryland applicants: Under Maryland law, an employer may not require or demand, as a condition of employment, that any individual submit to or take a polygraph or similar test. For Massachusetts applicants: It is unlawful to require or administer a lie detector test as a condition of employment or continued employment. For Montana applicants: The employment relationship is governed by the Wrongful Discharge from Employment Act. For Rhode Island applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. The Company complies fully with the Americans with Disabilities Act.