What are the responsibilities and job description for the Associate Wealth Manager position at Coldstream Capital Management?
Job Tracking ID : 513123-823894
Job Level : Mid Career (2 years)
Level of Education : BA/BS
Job Type : Full-Time/Regular
Date Updated : 07/06/2022
Years of Experience : 5 - 7 Years
Job Description
We are looking for an experienced professional to join growing wealth management teams in Seattle as an Associate Wealth Manager.
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses for 26 years. 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. Founded in 1996, we have offices in Seattle, Bellevue, Mercer Island, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.
Specific responsibilities include:
- Develop and manage client relationships: initiate frequent client communication, facilitate meetings, present information, and educate clients on various wealth management topics
- Interact closely with clients’ other advisors, such as attorneys, CPAs, bankers, and family office staff
- Assist the Team Lead in providing overall wealth planning services to clients, including income tax, estate, wealth transfer, cash flow, retirement, and Social Security planning
- Participate in and contribute to the firm’s wealth strategy group
- In conjunction with the team’s Portfolio Manager, establish and plan for each client’s goals, objectives, risk tolerance, and cash requirements; monitor asset allocation and rebalancing needs; create and implement investment plans
- Business development: develop referrals, meet with prospective clients to present proposals, and bring new clients onboard
Job Type: Full-time