Senior Wealth Management Associate

Job Description We are looking for a Senior Wealth Management Associate who brings a background in financial planning and client service to a team that values proactive, holistic planning. Coldstream Wealth Management offers a hybrid work environment with three days in the office (Tuesday–Thursday, 8:00–5:00) and two remote days of your choice. Arnerich Massena was founded in 1991 and specialized in portfolio management, investment advisory, and family office services for high‑net‑worth individuals, families, endowments, and foundations. In 2024 the firm merged with Coldstream. Located in NE Portland, the team is now adding a Senior Wealth Management Associate position. This role offers a path to advance within client service/team operations or toward 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. 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 Experience and Skills 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 Job Benefits Base pay typically starts between $100k – $120k, plus an annual bonus and a generous benefits package Competitive base pay plus annual bonus Fully paid premiums for medical/dental/vision, short‑term and long‑term disability, and life insurance 401(k) with 100% company match up to 4% of your annual pay Opportunity to purchase equity and become an owner of the firm 20‑28 days paid time off per year (increases with tenure) plus 10 holidays and an extra paid day off each year to volunteer Paid parental leave: 12 weeks paid for all new parents Paid sabbaticals every 10 years and anniversary bonuses every 5 years Career development: 100% training/certification/licensing/dues reimbursement and a formal mentoring program Wellness reimbursement Parking: heavily subsidized parking (you pay $36 per month) or transit pass Coldstream is an employee‑owned, independently‑operated wealth‑management firm that has earned 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. The firm has offices in Portland, OR; Bellevue, Seattle, Mercer Island, and Kirkland, WA; Boise, ID; and Kenai, AK. To learn more, visit Coldstream is committed to inclusion and diversity. We welcome, support, and respect all team members and value the wide variety of experiences, opinions, and talents they bring. As we grow, we continue to cultivate an environment where all members feel that they belong and are empowered to be their best. #J-18808-Ljbffr