• Senior Wealth Management Associate

    Coldstream Wealth Management (Mercer Island, WA)


    Job Descriptions:

    If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you.

     

    We’re adding an experienced Senior Wealth Management Associate to our growing Mercer Island team. This position has the opportunity for career advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor).

     

    We have a hybrid work environment, with team members working in office two days per week (Tuesdays and Thursdays, 8-5:00) and then able to work remotely the other three days if they choose.

     

    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 Mercer Island, Bellevue, Seattle, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com .

    Responsibilities include:

    + Act as a primary point of contact for clients, outside advisors (CPAs/attorneys) and custodians

    + Participate in client meetings and present ideas and concepts in an organized and effective manner; manage agenda, record notes, prepare summary emails, and manage post-meeting action items

    + Utilize financial planning tools to analyze and assist in making recommendations regarding clients’ cash flow, long-term plan, and asset allocation decisions

    + Prepare analysis for clients to provide context for financial decisions, such as buying or maintaining life/disability/LTC insurance, funding 529 plans, or refinancing debt

    + Coordinate, manage and delegate workflow to the team’s Client Service Associates; handle overflow money movement requests as needed, including capital calls, distributions, journals, trades, and asset transfers

    + Oversee annual tax reporting and completion of relevant tax documentation with CPAs

    + Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; review documentation prepared by CSAs

    + Coordinate client 'touch points,' including anniversaries, thank you notes, and gifts

    Required Experience:

    + 3-5+ years of progressively responsible experience in the wealth management industry (preferably at an RIA)

    + Series 65 license (or willingness to get it within 12 months at Coldstream’s expense)

    + Financial Paraplanner Qualified Professional (FPQP) designation - or working towards the CFP designation (or willingness to do one of them within 12 months at Coldstream’s expense)

    + Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, and/or Tamarac is a plus

    + A Bachelor’s degree

    + Excellent communication, relationship building, and organizational skills

    + Demonstrated ability to delegate, think critically, solve problems, and manage a busy workload

     

    Keyword: Senior Wealth Management Associate

     

    From: Coldstream Wealth Management