Wealth Management Associate

We work collaboratively, with our clients and with each other, to deliver impeccable service to achieve the financial and lifestyle goals important to our clients. We only hire team players: people who are the best and brightest at what they do and always put our clients' success first. 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, 7:00 am – 4:00 pm 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 Responsibilities 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 the Client Service Associate 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 preferred). Series 65 license plus FPQP (paraplanner certification) or first module of the CFP – or willingness to obtain 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. 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 $70 k–$90 k plus an annual bonus and a generous benefits package. Licensed individuals can also participate in our New Business Incentive program. Benefits Pay – Competitive base salary plus annual bonus. Medical & Insurance – Fully paid premiums for medical, dental, and vision insurance, 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, and 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. IMPORTANT: APPLICANTS PLEASE READ Qualified applicants are considered for employment, and employees are treated during employment without regard to race, color, religion, national origin, citizenship, age, sex, marital status, ancestry, physical or mental disability, veteran status, or sexual orientation. Solely to help us comply with federal and state Equal Opportunity record‑keeping, reporting, and other legal requirements, we request that you complete this data information questionnaire. Refusal to complete this information will not subject any applicant or employee to adverse treatment. The information that you provide will be recorded and maintained in a confidential file, separate from all other records. This information will not be used in consideration for your employment. Male Female I Decline To Answer Hispanic or Latino (Persons of Mexican, Puerto Rican, Cuban, South or Central American, or other Spanish culture or origin, regardless of race) White or Caucasian (Not Hispanic or Latino) – Persons having origins in any of the original peoples of Europe, the Middle East or North Africa. Black or African American (Not Hispanic or Latino) – Persons having origins in any of the black racial groups of Africa. (Not Hispanic or Latino) – Persons having origins in any of the original people of North and South America and maintain cultural identification through tribal affiliation or community recognition. Asian (Not Hispanic or Latino) – Persons having origins in the Far East, Southeast Asia or the Indian subcontinent including Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the Philippine Islands, Thailand and Vietnam. Native Hawaiian or Other Pacific Islander (Not Hispanic or Latino) – Persons having origins in Hawaii, Guam, Samoa or other Pacific Islands. Two or More Races (Not Hispanic or Latino) – All persons who identify with more than one of the above five race categories. I Decline #J-18808-Ljbffr