Job Information
Coldstream Wealth Management Senior Wealth Management Associate in Bellevue, Washington
Job Descriptions:
If you’re looking to leverage your background in financial planning and client service within a team that values proactive, holistic planning, Coldstream Wealth Management could be the perfect next step for you.
We’re adding a Senior Wealth Management Associate to a fast-growing team in Bellevue. As a Sr. Wealth Management Associate, you will build relationships, translate complex information, and coordinate the delivery of outstanding client service.
This position has the opportunity for career advancement within client service/team operations or towards becoming a Wealth Manager (advisor).
We have a hybrid work environment, with team members working in our Bellevue office three days per week (Tuesday through Thursday, 7:00-4:00) and then able to work remotely the other two days if they choose.
Specific responsibilities include:
Act as a primary point of contact for clients, outside advisors (CPAs/attorneys), and custodians
Participate in client meetings, 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 in coordination 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:
5+ years of progressively responsible experience in the wealth management industry (preferably at an RIA)
Series 65 license (or equivalent)
Financial Paraplanner Qualified Professional (FPQP) designation - or completion of the first module of the CFP designation (or willingness to obtain one of them within 12 months at Coldstream’s expense)
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac is a plus
Exceptional communication, relationship building, and organizational skills
Demonstrated ability to delegate, think critically, solve problems, and manage a busy workload
A Bachelor’s degree
Keyword: Senior Wealth Management Associate
From: Coldstream Wealth Management