Wealth Manager at Focus

For more than 50 years, Badgley Phelps Wealth Managers has built a reputation for delivering personalized and independent wealth management services.

Established in 1966, the firm goes beyond traditional fiduciary responsibilities by developing long-term partnerships with clients and supporting them throughout their financial journeys.

Headquartered in Seattle, Washington, Badgley Phelps provides independent, unbiased investment advisory services to high-net-worth individuals, families, and institutions.

Its team operates in a collaborative environment focused on helping clients protect, grow, and manage their wealth effectively.

Focus is seeking a talented and motivated investment professional to join its rapidly growing team as a Wealth Manager.

This investment-focused position has two primary areas of responsibility: researching, evaluating, recommending, and managing equities within the firm’s Large Cap Growth portfolio, as well as overseeing client investments and providing personalized wealth management guidance.

Work Arrangement: Hybrid – Three days in the office and two days remotely.

Primary Responsibilities

The Wealth Manager will play an important role within the investment team, contributing to the firm’s research activities with a particular focus on its Large Cap Growth portfolio.

Key responsibilities include:

• Work alongside co-managers of the Large Cap Growth equity team to identify investment opportunities, perform fundamental research, and develop and present stock recommendations. This involves applying both investment research and portfolio management perspectives.
• Conduct continuous research and provide recommendations on existing equity holdings, suggesting adjustments to the model portfolio when necessary.
• Prepare investment research materials and communicate the team’s analysis, opinions, and recommendations on individual stocks to internal colleagues and clients.

In addition to investment research, the Wealth Manager will oversee the investment component of client relationships, collaborating with financial planners, associate wealth managers, client service professionals, and other team members.

The successful candidate will work independently while partnering with fellow Wealth Managers to help clients achieve their financial objectives.

Additional responsibilities include:

• Manage client investment portfolios and communicate effectively with individuals who have varying levels of investment knowledge and market experience.
• Lead client meetings, address investment-related questions and concerns, and ensure appropriate follow-up. Maintain accurate records of client interactions and subsequent activities.
• Assign general relationship management, financial planning, and administrative responsibilities to appropriate team members when necessary.
• Provide support to the Relationship Manager when required.
• Build and maintain strong professional relationships with prospective clients and industry professionals.
• Identify new business opportunities while strengthening existing client relationships and contributing to the firm’s continued growth.

Qualifications and Requirements

The Wealth Manager position carries significant responsibilities both within the organization and in managing client relationships.

Candidates should demonstrate the following qualities and qualifications:

• Proven ability to provide outstanding customer service and develop strong professional relationships with clients.
• Excellent interpersonal and communication skills, including active listening, empathy, approachability, compassion, and thoughtful engagement.
• Strong written and verbal communication skills for interacting with clients, colleagues, and external professional partners.
• High levels of integrity, accountability, professionalism, and attention to detail.
• Ability to demonstrate patience, discretion, tact, and understanding, particularly when assisting clients experiencing financial or personal challenges.
• Strong organizational and time-management abilities, with the capacity to prioritize responsibilities and consistently put clients’ interests first.
• Ability to work independently, demonstrate initiative, and collaborate effectively with colleagues to deliver exceptional client service.
• Extensive knowledge of investment principles, current financial markets, and historical market performance.
• Familiarity with active investment management, individual securities, and equity portfolio strategies.
• Confidence in discussing investment decisions, market conditions, and portfolio strategies with clients across different market environments.
• Commitment to continuous professional development and staying informed about developments in the investment industry.
• A Chartered Financial Analyst (CFA) designation is preferred.
• Active involvement in the community and a genuine interest in supporting and serving others.

Salary and Compensation

Annual Base Salary: $150,000 – $250,000 USD

The final compensation offered will depend on several factors, including the candidate’s professional experience, specialized knowledge, geographic work location, relevant qualifications, and overall skill set.

Additional compensation and benefits may include:

• Annual cash performance bonus.
• Medical insurance.
• Dental insurance.
• Vision coverage.
• Life insurance.
• 401(k) retirement savings plan.
• Other employee benefits and compensation incentives.

The final job title may also be adjusted based on the successful candidate’s educational background and professional experience.

About Badgley Phelps and Focus Financial Partners

Badgley Phelps Wealth Managers is part of the Focus Financial Partners network of independent wealth management firms.

Through this partnership, Badgley Phelps maintains its independent operations while benefiting from the resources, expertise, and broader support of a larger financial services organization.

This arrangement allows the firm to strengthen its capabilities, pursue business growth, and plan for the future while maintaining its entrepreneurial culture and personalized approach to client service.

About Focus Financial Partners

Focus Financial Partners is a leading financial services organization providing integrated wealth management, family office, and business management solutions.

Combining extensive industry expertise with a personalized, client-focused fiduciary approach, Focus helps individuals, families, and institutions navigate complex financial matters through tailored investment and wealth management strategies.

For additional information, visit the company’s official website or follow Focus Financial Partners on LinkedIn.