Wealth Planning & Client Services Lead

Laird Norton Wetherby; San Francisco (CA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) plan

Sabbatical after 10 years

Job summary

Laird Norton Wetherby in San Francisco is seeking a full-time Wealth Analyst to join our Client Services team. The Wealth Analyst will provide knowledge and support for clients and internal teams in a variety of financial planning and wealth management functions, including portfolio management, planning and tax considerations.

The ideal candidate holds a finance-related 4-year degree, has 4–6 years of client service experience, and is proficient with Microsoft Office and financial software.

Qualifications

• 4-year college degree required (in finance or related field).
• 4-6 years of client service, financial planning, tax and/or private client relationship management.
• Experience with Microsoft Office; knowledge of financial software is a plus.

Responsibilities

• Client Relationship Management: handle client requests, meetings, and ongoing communication.
• Client Workflow Management: manage trades, transfers, account openings/closings, CRM updates.
• Portfolio Management: monitor portfolios aligned with investment policies and cash levels.
• Wealth Planning: perform analyses for estate, education, gifting, taxes, retirement, cash flow, insurance, philanthropy.
• Firm/Internal Involvement: contribute to training, collaboration, and internal projects.

Skills

Client Relationship

Portfolio Management

Wealth Planning

Teamwork

Communication

Ethics

Education

Finance degree

Tools

Microsoft Office

Financial software

Job description

Laird Norton Wetherby in San Francisco is seeking a full-time Wealth Analyst to join our Client Services team. The Wealth Analyst will provide knowledge and support for clients and internal teams in a variety of financial planning and wealth management functions, including portfolio management, planning and tax considerations.

The ideal candidate holds a finance-related 4-year degree, has 4–6 years of client service experience, and is proficient with Microsoft Office and financial software.