Associate Wealth Manager

Job Descriptions:

Are you looking to advance your wealth management career at a firm that provides a collaborative culture and solid work-life balance? Then Coldstream might be a great fit for you!

As an Associate Wealth Manager on one of our growing Bellevue teams, you will provide outstanding wealth planning and guidance to our high-net-worth clients - and you’ll be on the path to become a Wealth Manager (advisor).

We have a hybrid work environment (in office Tuesdays and Wednesdays) with core hours from 8:00am - 5:00pm.

Your Contributions Will Be:

• Wealth Planning:
• Provide holistic wealth planning services to clients, including tax, estate, wealth transfer, cash flow, retirement, and Social Security planning
• Contribute to the firm’s Wealth Strategy Group body of knowledge and client communications
• Client Relationships:
• Develop and manage relationships with existing and new client families; initiate frequent client communication, facilitate meetings, present information, and educate clients on various topics
• Cultivate relationships with clients’ other advisors (attorneys, CPAs, bankers)
• Investment Management:
• In conjunction with the team’s Portfolio Manager, establish and plan for each client’s goals, objectives, risk tolerance, and cash requirements
• Business Development:
• Develop leads and referrals, meet with prospective clients to present proposals, and identify additional opportunities with existing clients

Required Experience:

• CFP and 3+ years of experience independently producing and presenting financial plans
• Proficiency with eMoney or MoneyGuide Pro
• 5+ years of wealth management experience, including client relationship management
• Interest in acquiring and practicing business development skills
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
• Experience with Salesforce CRM and/or Tamarac portfolio management (or similar systems)
• Excellent communication and organizational skills

Keyword: Associate Wealth Manager

From: Coldstream Wealth Management