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About the Role

Laird Norton Wetherby (LNW) is seeking a Wealth Manager to deliver bespoke and holistic wealth management services to ultra-high-net-worth clients. This role offers professional development opportunities and allows for flexible client relationship management.

Responsibilities

• Foster trusted, long-term client relationships.
• Incorporate LNW’s values in all work.
• Assess client needs and marshal firm resources to address them.
• Model and foster a team culture of client service.
• Explain approved investment solutions across all asset classes.
• Design and guide the implementation of managed investment portfolios.
• Communicate proactively with clients and articulate plans clearly.
• Drive the development, communication, and implementation of wealth management and financial planning strategies.
• Lead financial planning analysis and projections (estate planning, tax, Medicare, Social Security, insurance).
• Lead client meetings, providing strategic oversight.
• Supervise and ensure the quality of ongoing client service.
• Lead the onboarding process for new clients and execute roadmap planning.
• Demonstrate a business development mindset through referral networks and company engagement.

Requirements

• Preferred 10+ years of industry experience in investment management, wealth management, or financial planning, serving clients with AUM > $10M.
• Specialized skills in investments & investment management, estate planning, tax, philanthropy, and family governance are highly valued.
• Certification (Series 65 or other) required.
• Four-year college degree or equivalent work experience in financial services.
• Interest in supporting an inclusive, client-centric work environment.
• Strong organizational and time management skills with the ability to manage and delegate projects.
• Excellent written and verbal communication skills, with strong listening abilities.
• Must meet all employment qualifications at time of hiring, including background checks, execution of employee agreements, and ability to perform essential job functions.

Skills

• Investment management
• Wealth management
• Financial planning
• Client relationship management
• Investment solutions across all asset classes
• Managed investment portfolio implementation
• Financial planning analysis and projections
• Estate planning
• Tax planning
• Medicare and Social Security planning
• Insurance planning
• Business development
• Organizational skills
• Time management
• Written communication
• Verbal communication
• Listening abilities

Location

• San Francisco, California

Work Type

• Full-time
• Hybrid schedule (minimum 2 days/week on-site, up to 3 days/week remote)

Experience Level

• 10+ years industry experience preferred
• Emerging wealth advisors to senior client-facing professionals

Education Level

• Certification (Series 65 or other) required
• Preference for advanced degree and/or credentials
• Four-year college degree or equivalent work experience

Salary/Compensations

• $160,000 - $255,000
• Meaningful annual bonus based on individual and company performance

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Generous time off
• Sabbatical program
• Flexible spending plans for health care
• Flexible spending plans for dependent care
• 401(k) plan
• Educational reimbursements

About the Company

• Laird Norton Wetherby (LNW) has served exceptional families and individuals for over five decades.
• LNW operates as both an RIA and trust company.
• Offers specialized wealth & legacy planning, investment management, and trust & estate services.
• Empowers clients across the U.S. with offices in Seattle, San Francisco, New York, Los Angeles, and Philadelphia, and an affiliate trust company in South Dakota.
• Majority owned by Laird Norton Company, a long-sustained family enterprise, and active employees.

Equal Opportunity

• The firm is an equal opportunity employer.
• Prohibits discrimination based on actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics).