Associate Wealth Manager
Coldstream Wealth Management
Job Description
Job Description
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
- 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
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