Laird Norton Wealth Management, the Pacific NW’s largest independent wealth management firm, is seeking an experienced Client Director (Advisor) to join our team. Based 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 & estate services.
As a trusted advisor, the Client Director develops strong relationships with clients and works to provide them peace of mind and financial security through the effective discovery, delivery, and implementation of financial and life solutions at every life-stage.
The successful candidate will have 5 or more years’ experience serving the complex financial planning needs of High-Net-Worth (HNW) and/or Ultra-High-Net-Worth (UHNW) clients as a client advisor, with 10 or more years' overall professional experience in trust and estate administration, including private wealth management, business development, client service, and/or private client relationship management such as:
In addition to strong technical skills, the ideal candidate should:
Education & Credentials
Candidates must meet all employment qualifications in force at time of hiring, including successful passing of background & credit checks and any pre-employment examinations, signing of all employee agreements, and have the ability to perform the essential functions, duties and responsibilities set forth in a consistent and efficient manner.
Laird Norton Wealth Management celebrates working in a team environment and offers excellent benefits including medical, dental and vision coverage, generous time off, flexible spending plans for health care and dependent care, 401(k) plan, paid transportation pass, and more. To learn more about LNWM please visit our website (www.lairdnortonwm.com).