Wealth Manager — Hybrid (Large‑Cap Growth)

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

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.