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 minus lunch.

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. 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. The firm has offices in Kenai, Seattle, Mercer Island, Bellevue, and Kirkland, WA, Portland, OR, and Boise, ID. For more on Coldstream, please visit

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 in our CRM
• Client Meetings: Participating in client meetings alongside our Wealth Manager and presenting ideas and concepts in an organized and effective manner
  • Preparing meeting summaries
  • Creating and managing post-meeting action items
• Wealth Planning : Assisting the Wealth Manager in creating financial plans
• Client Onboarding: Overseeing and coordinating the new client onboarding process
• Serve as a Resource/Mentor for CSA:
  • Delegating tasks to our Client Service Associate
  • Handling overflow money movement requests when the 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 plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them at Coldstream's expense 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 correct 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 at $70k - $90k plus an annual bonus and a generous benefits package. Licensed individuals can also participate in our New Business Incentive program.

As a 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 salary 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: 16-26 days per year plus 10 holidays and an extra paid day off each year to do volunteer work
• Career development: 100% training/certification/licensing/dues reimbursement and a formal mentoring program
• Wellness reimbursement
• Paid sabbaticals every 10 years and anniversary bonuses every 5 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.