Wealth Management Associate

Job Description

Are you looking for a wealth management firm that provides career development, work-life balance, and a collaborative work culture? Then Coldstream might be a great fit for you!

As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ensuring that our clients receive outstanding service and support.

We have a hybrid work environment - in office Tuesday through Thursday, work remotely Monday and Friday, 7:00am - 4:00pm with one hour off for lunch.

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

Specific responsibilities include:

• Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly.
• Serving as a primary point of contact with clients
• Partnering with custodians/investment managers
• Overseeing the gathering of client information and managing data integrity
• Client Meetings: Participating in client meetings alongside the office’s Wealth Manager and presenting clients with ideas and concepts in an organized and effective manner
• Preparing meeting summaries
• Creating and managing post-meeting action items
• Wealth Planning: Assist the office’s Wealth Manager in producing financial plans
• Client Onboarding: Overseeing and coordinating the new client onboarding process
• Serve as a Resource/Mentor for CSA:
• Delegating tasks to the office’s Client Service Associate
• Handling overflow money movement requests when CSA is busy or absent
  

Experience And Skills

• 2 years of client service experience in the wealth management industry
• A Bachelor’s degree (finance or related focus is preferred)
• Series 65 license required plus the FPQP (paraplanner certification) or 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, eMoney, and/or Tamarac portfolio management (or similar systems) is a plus
• Excellent communication skills, including writing business correspondence with proper grammar and punctuation
• Strong organizational skills and the ability to follow established processes consistently
• Strong prioritization skills and the ability to manage tasks independently
• Excellent reliability
  
  

Job Benefits

In terms of pay 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 pay typically starts between $70k - $90k plus an annual bonus and a generous benefits package with potential to participate in the New Business Incentive program for licensed individuals

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:

• Pay: Competitive base pay plus annual bonus
• Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
• 401(k): 100% company match up to 4% of your annual pay
• Stock: Opportunity to purchase equity and become an owner of the firm
• Paid Time Off: Starting at 16 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work
• Career development: 100% training/certification/licensing/dues reimbursement and mentoring program
• Wellness reimbursement
• Sabbatical: paid sabbatical every 10 years
  
  

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.