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Job Descriptions:

Are you a financial advisor who’s looking for an opportunity to advance your career? At Coldstream, one of our Bellevue teams is looking to add a Wealth Manager (advisor) who will contribute to continued growth through business development activities and providing exceptional service to existing client families.

Coldstream is an employee-owned, independently operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit https://www.coldstream.com/.

The ideal candidate will have broad and deep experience counselling high-net-worth families regarding their entire financial situation, including sophisticated long-term financial planning, investments, estate, tax and cash flow planning, and philanthropic guidance.

Your Contributions:

+ Client relationship development and management: initiating frequent client communication; meeting facilitation, presentation, and education; consulting with clients’ other advisors

+ Business development: developing leads and referrals; meeting with prospective clients to present proposals; representing the firm at industry events and in the community

+ Financial planning: working with clients to create financial plans and coordinate their entire financial situation, including estate planning and tax planning

+ Investment management: in conjunction with the team’s Portfolio Manager, establishing and planning for each client’s goals, objectives, risk tolerance, and cash requirements; monitoring asset allocation and rebalancing needs; creating and implementing investment plans

Required Experience:

Your Qualifications:

+ 5-10+ years of experience in financial advisory services, including managing, identifying, building, and developing client relationships

+ CFP and 3+ years of experience producing and presenting financial plans

+ A Bachelor's degree

+ Superior communication skills (written, verbal, listening, and presentation)

+ Entrepreneurial focus with a strong work ethic

+ The desire to provide outstanding, proactive client service in a team-oriented environment

+ Proficiency with Microsoft Outlook, Word, Excel, PowerPoint, CRM, portfolio management, and financial planning software (Salesforce, Tamarac, and eMoney are preferred)

Keyword: Wealth Manager

From: Coldstream Wealth Management