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Seattle Hybrid Wealth Analyst: Client-Focused Planning

Socket.dev

Laird Norton Wetherby (LNW) in Seattle is seeking a Wealth Analyst to join our Client Services team as a full-time member. You will provide knowledge and support across financial planning, wealth management, and client service. You will manage client relationships, oversee workflows, portfolios, and wealth planning analyses while collaborating with colleagues. The role requires a 4-year degree and 4–6 years of client service experience; proficiency in Microsoft Office and financial software is a #J-18808-Ljbffr Socket.dev

Vacancy posted 4 days ago
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