Wealth Analyst

LOCATION: SAN FRANCISCO CA (Full-time partially remote)

We are seeking a full-timeWealth Analyst to join our team. As a key member of the Client Services team the Wealth Analyst will provide knowledge and support for clients and internal teams in a variety of financial planning and wealth management functions.

Your Role and Responsibilities

• Client Relationship Management:Working with clients and internal teams in person by phone and by email including: responding to client requests coordinating client meetings and periodic communication leading preparation activities for client meetings actively participating in client meetings leading follow-up action after client meetings proactively serving clients by knowing the client and anticipating their needs keeping all team members informed of client updates and information.
• Client Workflow Management: Leading the successful execution of client tasks and projects by prioritizing tasks and managing timelines for completion delegating appropriate tasks to associates and involving colleagues third parties and other departments as needed keeping the team informed maintaining good working relationships across all departments in the firm providing quality control and ensuring successful completion of trades cash transfers check requests account openings and closings ensuring appropriate documentation and CRM management.
• Portfolio Management:Managing portfolios aligned with investment policy statements including liquid and illiquid investments when appropriate monitoring portfolio activity and maintaining appropriate levels of cash within each portfolio.
• Wealth Planning:Completing analyses related to all areas financial planning to provide comprehensive services including planning for estate and legacy education gifting taxes retirement cash flow insurance philanthropy and mortgage and other debt.
• Firm/Internal Involvement:Supporting and respecting other team members providing mentorship to others where needed or requested positively representing the firm in the community serving on internal task forces and working groups creating and leading internal training sessions.

Duties and Responsibilities will increase and vary based on needs of business.

Experience and Education

• 4-year college degree required (in finance or related field preferred).
• 4 - 6 years of client service financial planning tax and/or private client relationship management.
• Experience in Microsoft Office Suite is required advanced skills preferred. Other software applications including financial software tools are a plus.

The successful candidate will bring the following skills and experience

• Knowledge in Portfolio Management (cash management trading rebalancing asset allocation) Retirement Planning (cash flow analysis retirement benefits) Insurance and Tax & Estate Planning.
• Strong client service experience and ability to present information to clients effectively and professionally.
• High ethical standards and the ability to place the clients needs before ones own.
• Excellent interpersonal and communication skills both written and verbal as evidenced by ability to professionally personally and effectively interact with clients and co-workers and contribute to a respectful work environment.
• Strong analytical and research skills with attention to detail.
• Ability to work in a collaborative team environment that strives for consensus wherever possible and seeks success of the team rather than the individual.
• Portrays a professional company image both internally and externally.
• Experience in handling sensitive and confidential subject matter.
• Creative thinking demonstrating good investment acumen application of professional judgment and understanding of client issues.
• Ability to stay current in industry knowledge.
• Demonstrates ability and willingness to take on new responsibilities as business and organizational needs require.
• Must be organized and able to handle multiple tasks in a fast-paced environment.
• Ideal candidate has a particular expertise in a relevant area such as tax estate planning investments insurance or philanthropy.
• Has or is pursuing professional designations such as CFP CPA or CFA charter holder is preferred.

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.

Compensation and Benefits

We provide a competitive salary commensurate with your experience and skills and offer an annual bonus based on company and individual performance. The full salary range for this position is $90000 to $120000 depending on location and experience.

The salary range applies to current posting and may change in the future. The posted salary range may vary for key factors including but not limited to education job-related knowledge experience skill set and geographic location.

We offer excellent benefits including medical dental and vision coverage; generous time off (including a sabbatical program after 10 years); flexible spending plans for health care transportation and dependent care; 401(k) plan educational reimbursements and more. Detailed information can be foundhere.

About Us

For more than five decades Laird Norton Wetherby (LNW) has served the interests of exceptional families and individuals. As both an RIA and trust company LNW offers a full spectrum of specialized wealth & legacy planning investment management and trust & estate services that advance the aspirations and long-term multigenerational financial ambitions of its clients. LNW has offices in Seattle San Francisco New YorkLos Angelesand Philadelphia as well as an affiliate trust company in South Dakota empowering clients across theU.S.

LNW is majority owned by Laird Norton Company one of the longest-sustained family enterprises in the United States as well as by active employees.

Additional Information

Our firm aims to cultivate an inclusive environment andculturethat fosters growthcollaborationand acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full authentic selves. Our diversity drives us forward and helps us build deeper relationships with our clients and our community.

The firm is an equal opportunity employer and prohibits discrimination against employees applicants for employment individuals providing services in the workplace pursuant to a contract unpaid interns and volunteers based on their 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).

*As of 5/1/2026
#Li-Hybrid