Senior Wealth Management Associate

Job Description

Job Description

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.

Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In 2024, Arnerich Massena merged with Coldstream. Located in NE Portland, the team is now adding a Senior Wealth Management Associate position.

This position has the opportunity for career advancement within client service/team operations or towards becoming a Wealth Manager (advisor). As a Sr. Wealth Management Associate, you will build relationships, translate complex information, and coordinate the delivery of outstanding client service.

We have a hybrid work environment, with team members working in our office three days per week (Tuesday through Thursday, 8:00-5:00) 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
• 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

• 5+ years of progressively responsible experience in the wealth management industry (preferably at an RIA)
• Series 65 license (or willingness to obtain it within 12 months at Coldstream's expense)
• 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)
• A Bachelor's degree
• 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