Focus Financial Partners
Financial Services
WealthManager
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Wealth Manager at Focus Financial Partners. Skills: Wealth management, Equity research, Client relations. Research stocks. Recommend stocks”
What You'll Achieve.
Achieve financial goals; Grow business; Retain existing relationships
Industry & Context.
What They're Looking For.
Must Have
5+ years investment experience
Nice to Have
CFA designation preferred
What You'll Do.
Manage client investments
Conduct fundamental analysis
Develop stock recommendations
Contribute to research materials
Articulate team views
Manage client portfolios
Communicate with clients
Document client contact
Back up Relationship Manager
Develop client relationships
How You'll Work.
Team & Collaboration
Collaborate with co-managers; Collaborate with client team; Work with other Wealth Managers
Communication Scope
Verbal communication; Written communication; Client meetings
Full Job Description
Position Summary Badgley Phelps Wealth Managers, a trusted name in wealth management for over 50 years, distinguishes itself with its distinctive approach to wealth management. Since 1966, we've been more than just fiduciaries; we've been partners in our clients' wealth journey. 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. We are seeking a dynamic investment professional to join our rapidly expanding team. As an investment-focused Wealth Manager, you will have two main responsibilities: researching, recommending, and managing stocks for the firm’s Large Cap Growth portfolio; and working with clients to manage their investments. This is a hybrid role: 3 days in office / 2 days remote Primary Responsibilities This role is a key contributor within the investment team. You will support the firm’s overall research effort, focusing specifically on the Large Cap Growth portfolio. A successful candidate will: 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. This may involve taking both the research analyst and portfolio manager perspectives. Provide ongoing research and recommendations on existing equity positions and recommend changes to the model portfolio as necessary. Contribute to research materials and articulate the team’s views on individual stocks both within the firm and to clients. 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. You will work independently and in collaboration with other Wealth Managers to help clients achieve their f
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