Wealth Management Associate

At Coldstream Wealth Management, we’re expanding one of our Bellevue teams by adding an experienced Wealth Management Associate. If you’re ready to advance your career in wealth management, we want to hear from you! This position has the opportunity for career advancement within client service/team operations and/or wealth planning and management.

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, the firm has offices in Bellevue, Seattle, Mercer Island, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.

The Wealth Management Associate’s responsibilities include:

• Develop long-term relationships with high-net-worth clients, acting as a primary point of contact for clients and partnering with outside advisors (CPAs/attorneys) and custodians
• Participate in client meetings, prepare meeting summaries, and direct post-meeting action items; present clients with ideas and concepts in an organized and effective manner (in conjunction with internal tax, investment, and estate planning professionals)
• Manage and delegate workflow with the team’s Client Service Associates and serve as a resource and mentor for them; handle overflow money movement requests when the CSAs are busy or absent, including capital calls, distributions, journals, trades, and asset transfers
• Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; review documentation prepared by the team’s CSAs
• Coordinate client "touch points" to reinforce the ongoing sales and client retention process, including anniversaries, thank you notes, and gifts
• Oversee the gathering, organization, and input of client data into the CRM (Salesforce); manage data integrity and keep records current; use Salesforce data for team projects
• May assist the Wealth Planner in gathering and inputting data to produce financial plans

We are looking for a candidate who has:

• A Bachelor's degree
• 3 years of client service experience in the wealth management industry
• Series 65 license and FPQP (paraplanner certification)/first module of CFP or willing to get them within 12-18 months
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, and/or Tamarac is a plus
• Excellent communication and organizational skills
• Demonstrated ability to delegate, multi-task, and manage a busy workload
• Excellent reliability (core hours 7:00 AM to 4:00 PM, Monday through Friday)

We provide an upbeat, friendly environment where you will be rewarded for taking initiative, collaborating, suggesting process improvements, and having fun while doing it. We also offer a full compensation and benefits package to meet your needs:

• Competitive base salary, annual bonus opportunity, and equity opportunity
• Annual wellness reimbursement
• Fully-paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
• 401(k) with 100% company match up to 4% of your annual pay
• Heavily subsidized parking or a fully-paid ORCA pass
• Ongoing career development, including 100% training/certification/licensing/dues reimbursement
• Generous PTO and 10 paid holidays, plus an extra paid day off each year to do volunteer work (with Coldstream or on your own)
• Hybrid work schedule: 2 days per week working remotely after we return to the office; we are currently working at home full-time until at least Labor Day

Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.