Job Description:
Coldstream Wealth Management is looking for an experienced Senior Wealth Management Associate to join our largest team on Mercer Island. If you are passionate about serving client families, this might be the right place for you to continue to grow under the guidance of our dedicated, seasoned wealth managers.
This position reports to a Wealth Manager, and responsibilities include:
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Act as a primary point of contact for clients and outside advisors (CPAs/attorneys)
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Participate in client meetings, manage agendas, record notes, prepare summary emails, and manage post-meeting action items
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Utilize financial planning tools to analyze and assist in making recommendations regarding clients’ cash flow, long-term plan, and asset allocation decisions
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Prepare analysis for families to provide context for financial decisions, such as buying or maintaining life/disability/LTC insurance, funding 529 plans, or refinancing debt
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Present clients with ideas and concepts in an organized and effective manner (in conjunction with tax, investment, insurance, and/or estate planning professionals)
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Manage and delegate workflow to the team’s client service associates; oversee the client onboarding process; review documentation prepared by the team’s client service associates
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Coordinate client "touch points," including anniversaries, thank you notes, and gifts
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Oversee annual tax reporting and completion of relevant tax documentation with CPAs
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 Mercer Island, Bellevue, Seattle, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.
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.
Experience and Skills:
We are looking for a candidate who has:
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A Bachelor's degree
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3-5+ years of progressively responsible experience in the wealth management industry
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Series 65 license
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Financial Paraplanner Qualified Professional (FPQP) designation - and/or CFP/working towards the CFP designation (or willingness to achieve the required licenses/designations within 12 months)
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The ability and desire to be a self-starter, critical thinker, problem-solver, and goal-oriented team player
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Excellent communication, relationship building, and organizational skills
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Demonstrated ability to delegate and manage a busy workload
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Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, and/or Tamarac is a plus
Job Benefits:
As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:
- Competitive salary plus annual bonus and equity opportunity
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Comprehensive benefits package including fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
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401(k) with 100% company match up to 4% of your annual pay
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Generous paid time off (starting at 16 days per year, then increasing to 21 and 26 days)
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10 holidays
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One day each year to give back to your community through volunteering
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Ongoing career development, including 100% training/certification/licensing/dues reimbursement and a mentoring program
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Annual wellness reimbursement
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Regular, in-person all-company events
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Free parking or ORCA pass
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Hybrid work schedule: 2-3 days per week collaborating in office and flexibility to work remotely the rest of the week
In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically starts between $85k and $100k, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations.
From: Coldstream Wealth Management
