Wealth Manager

The role

You will research, recommend, and manage stocks for the Large Cap Growth portfolio. You will also manage the investment aspect of client relationships and work with clients to achieve financial goals.

What you will do

• Collaborate with co-managers to source ideas and conduct fundamental analysis
• Develop and deliver stock recommendations
• Provide research and recommendations on existing equity positions
• Contribute to research materials and articulate team views to clients
• Manage client portfolios and communicate with clients
• Lead client meetings and address questions and concerns
• Document client contact and follow-up work
• Delegate general relationship, financial planning, and administrative tasks
• Back up the Relationship Manager as needed
• Identify new opportunities and retain existing relationships

Required qualifications

• Demonstrated ability to deliver exceptional client service
• Strong client relationship skills
• Excellent verbal and written communication skills
• Trustworthy and accountable with attention to detail
• Ability to prioritize tasks and put the client first
• Ability to work independently and as a proactive manager
• Strong investment knowledge of both current and historical markets

Nice to have

• CFA designation

Benefits

• Annual cash bonus
• Medical
• Dental
• Vision
• Life insurance
• 401(k)

About the company

Badgley Phelps Wealth Managers is a Seattle-based firm providing independent investment advisory services to high-net-worth individuals, families, and institutions. It is part of the Focus Financial Partners network.