Laird Norton Wealth Management, the Pacific NW’s largest independent wealth management firm, is seeking a full-time Client Analyst to join our team. Located in downtown Seattle, LNWM is dedicated to helping high-net-worth individuals and families manage and grow their wealth through financial planning, investment management, and trust and estate services. As a member of the client services team, the analyst will provide knowledge and support for clients and the client service teams in a variety of financial planning/wealth management functions. To learn more about LNWM, please visit our website (www.lairdnortonwm.com).

The ability to work effectively within a high energy team environment is key to this position. 

The successful candidate will bring the following skills and experience:

• Knowledge in Portfolio Management (cash mgmt, trading, rebalancing, asset allocation), Retirement Planning (cash flow analysis, retirement benefits), Insurance, Tax & Estate Planning, and Trust administration
• Strong analytical skills and research abilities
• Strong client service experience and ability to present information to clients effectively and professionally
• Advanced MS Office skills, including Word, Excel, & PowerPoint
• Must be organized and able to handle multiple tasks in a fast-paced environment
• 4-year college degree
• 3-5 years financial planning experience with high-net-worth clients
• Has or is pursuing a professional designation (CFP or CTFA)
• Experience working with personal Trusts is a plus

Benefits:

Laird Norton Wealth Management offers excellent benefits including medical, dental and vision coverage; flexible spending plans for health care and dependent care; generous time off benefits; 401(k) plan, paid transportation pass, and more.