What are the responsibilities and job description for the Senior Wealth Management Associate position at Coldstream Wealth Management?
Job Description
Job Description
Are you looking for a wealth management position that provides career development, work-life balance, and a holistic approach to wealth planning? Then this will be a great fit for you!
As a Senior Wealth Management Associate in Coldstream's growing Kenai office, you will play a crucial role on our growing team.
We have a hybrid work environment - in office Tuesday through Thursday, work remotely Monday and Friday, 7 : 00am - 4 : 00pm.
Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses for 28 years. We welcome new colleagues who value collaboration and believe in building long-term relationships with clients. We have offices in Kenai, Seattle, Mercer Island, Bellevue, and Kirkland, WA, Portland, OR, and Boise, ID. For more on Coldstream, please visit www.coldstream.com.
Specific responsibilities include :
- Client Meetings : Participating in client meetings alongside the office's Wealth Manager andpresenting clients with ideas and concepts in an organized and effective manner
Preparing meeting summaries
Serving as a primary point of contact with clients
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 $80k - $120k 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 :
100% paid premiums for medical / dental / vision, short-term and long-term disability & life insurance
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.
Salary : $80,000 - $120,000