Focus Financial Partners

Focus Financial Partners

Wealth Manager

Seattle, WA

Sponsorship not specified$150k-$250kDetected 40 days ago
ExcelResearchCommunicationCollaboration

About the role

  • Badgley Phelps Wealth Managers, a trusted name in wealth management for over 50 years, distinguishes itself with its distinctive approach to wealth management.
  • 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.

Responsibilities

  • researching, recommending, and managing stocks for the firm's Large Cap Growth portfolio; and working with clients to manage their investments.
  • You will support the firm's overall research effort, focusing specifically on the Large Cap Growth portfolio.
  • 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.
  • Demonstrated ability to deliver exceptional client service.
  • Excellent verbal and written communication skills, both internally and externally (with clients and professional partners).

Requirements

  • Ability to prioritize tasks and put the client first.
  • Strong investment knowledge of both current and historical markets.
  • The Wealth Manager role is highly impactful within the firm and with clients. Therefore, the following qualities are crucial:
  • 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.
  • The annualized base pay range for this role is expected to be between $150,000-$250,000 base salary compensation range. 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. The 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 but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.
  • 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.

Nice to have

  • CFA designation preferred.
  • Being active in the community and serving those around them.

Compensation

  • The annualized base pay range for this role is expected to be between $150,000-$250,000 base salary compensation range.

Benefits

  • 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.
  • Provide ongoing research and recommendations on existing equity positions and recommend changes to the model portfolio as necessary.
  • Dedicated to continuously learning and growing.

Company info

  • Position Summary
  • Since 1966, we've been more than just fiduciaries; we've been partners in our clients' wealth journey.
  • We are seeking a dynamic investment professional to join our rapidly expanding team.
  • Leading client meetings and ensuring questions and concerns are addressed. Documenting client contact and follow-up work is part of our process.
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This listing is sourced directly from Focus Financial Partners's careers page and normalized into a canonical job model.