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
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Associate Wealth Manager in Bellevue, WA vacancy
$130k - $150k
...Description Job Description Are you looking to advance your wealth management career at a firm that provides a collaborative culture and... ...? Then Coldstream might be a great fit for you! As an Associate Wealth Manager on one of our growing Bellevue teams, you will...SuggestedTemporary workWork at officeFlexible hoursColdstream Wealth Management
Bellevue, WAmore than 2 months ago- Judson Group has partnered with a leading $29B+ national RIA in their search for an Associate Wealth Manager — a high-impact opportunity for an ambitious professional who’s ready to deepen client relationships, grow their planning expertise, and advance toward a future...SuggestedFull time
- Description Summary The Associate Asset Manager will work directly with Managing Directors and Asset Managers to oversee a portfolio of multifamily investments throughout the United States. This role is a highly visible position that combines financial analysis, strategic...SuggestedWork at office
$85k - $120k
As an Associate Wealth Manager , you will support all aspects of the client relationship and sales efforts. You will work closely with the senior members of your team to maintain a fast pace and solve any issues that arise. This is a critical role on the team, relied upon...SuggestedFull time$149k - $245k
...for our customers and partners. We are seeking an experienced Associate Director of Real Estate to lead our real estate transaction... ...requirements, financial returns, risk, and long-term flexibility. Manage national brokerage relationships and hold external partners...SuggestedFull timeWork at officeLocal areaFlexible hoursChewy
Bellevue, WA2 days ago- ...package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee... ...s how we’re UNSTOPPABLE for our employees!Job Overview:The Associate Product Manager is learning the full craft of product management by doing...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours
$105k - $115k
...end platform that empowers residential real estate agents to deliver exceptional service to seller and buyer clients.As an Associate Sales Manager you will best coach, support, attract, and retain Compass agents while fostering an exceptional company culture. The Associate...Minimum wageContract workWork at officeLocal areaFlexible hours$86k - $102k
...Pokémon Company InternationalThe Pokémon Company International manages the Pokémon property outside of Asia and is responsible for brand... ....pokemon.com and pokemon.com.Get to know the roleJob Title: Associate Market Development Manager, USA - Organized PlayJob Summary: This...Contract workTemporary workCasual workWork at officeRelocation package$166k - $265k
...earn competitive pay, and be happy while you do it. Sounds simple, but we love it.Your Opportunity:Chewy is seeking an Associate Director Product Manager within our Product Management team in HR. This team plays a meaningful role in crafting innovative, user-centric...Local areaFlexible hours$115k - $165k
...Communities is a multifamily development division of D.R. Horton, Inc.DHI Communities is currently looking for a Multifamily-Asset Manager. The right candidate will be responsible for the successful lease-up and management of newly developed multifamily communities. Essential...Full time- Cheez is a new app that sends you the pictures that your friends take of you, powered by facial recognition. See the iOS app or the Android app Responsibilities: Assist in defining product requirements, objectives, and key results based on user needs and market...Full time
Cheez
Bellevue, WA4 days ago $79.76k - $99.71k
...Associate Product Manager, AEP SFF Bellevue Office, Sunset Corporate Campus Armada is the hyperscaler for the edge, delivering modular AI infrastructure from first deployment to AI factory with speed, scale and sovereignty. Named one of Fast Company's Most Innovative...Work experience placementInternshipWork at officeFlexible hours$50k
...75K+) plus comprehensive benefits Overview: Our client is a thriving, growth-oriented independent wealth management firm seeking an ambitious Associate Advisor (Relationship Manager) to join their collaborative advisory team in Bellevue, Washington. This...Full timeMonday to FridayClaire Myers Consulting
Bellevue, WA7 days ago- ...Ena Holding LLC Regular JOB SUMMARY The Senior Asset Manager has overall responsibility for the performance of assigned commercial real estate assets, including financial results, leasing, property operations, capital projects, tenant matters, and execution...Contract workFor contractorsLocal area
Calista Corporation
Bellevue, WA14 hours ago $130k - $190k
...About the Position DevCo is seeking a full-time Senior Asset Manager to join our team. This position may be based in our Bellevue, Washington office, St. Louis Park, Minnesota office, or performed remotely. This position will report directly to the Vice President...Full timeWork at officeRemote workRelocationMonday to FridayDevCo US
Bellevue, WA3 days ago$115.1k - $156.9k
...deliver real estate valuation engagements for financial reporting, tax compliance, transaction support, regulatory reporting, and management planning purposes. Perform and review valuation analyses utilizing appropriate methodologies, including income, cost, and market...Full timeContract workLocal areaFlexible hours- Job TitleAssistant Property ManagerJob Description SummaryThe Assistant Property Manager is responsible for assisting in all areas defined as a part of the Sr. Assistant Property Manager job description, as well as performing property administrator job duties if there is...Minimum wageFull timeContract workFor contractorsWork at officeLocal areaFlexible hours
$133k - $150k
...best data and AI infrastructure platform so our customers can use deep data insights to improve their business. As an Associate Product Manager, you will join a team that works diligently to understand and solve our customers' most challenging problems. We're hiring...Full timeLocal areaWorldwideDatabricks
Bellevue, WA14 hours ago- ...assigned from time to time. Summary The Property Manager is responsible for the day to day operations of an assigned portfolio... ...Excel Yardi experience preferred, but not required Associates degree in Business Management preferred Demonstrates...Full timeContract workFor contractorsLocal area
Urbanren Group
Bellevue, WA21 days ago $100k - $110k
...your potential with Avenue 5 Residential. Your ideas. Your development. Your experience. We take care of you, so you can take care of our residents, properties and clients. Property ma Property Manager, Manager, Property Management, Operations, Real Estate, Property...Avenue5 Residential
Bellevue, WA3 hours ago- ...Vice President, Senior Wealth Manager Lido Advisors is a growing and established wealth management firm seeking an experienced Vice President, Senior Wealth Manager to join our team. Reporting to the Regional Market Leader, this individual will be responsible for delivering...Flexible hours
- Accenture Song seeks a Visual Design Associate Manager in Kirkland, WA to shape visual design direction, contribute to design systems across engagements, mentor junior teammates, and collaborate with clients, with a focus on AI enabled workflows. Responsibilities Contribute...
- ...business units by providing timely implementation of desired actions. Manage repair and maintenance obligations in line with established... ...discountsHealth and financial well-being benefits for eligible associates (Medical, Dental, 401k and more!)Time off (vacation, holidays,...Minimum wageSeasonal workWork at officeLocal areaFlexible hours
- D.R. Horton, Inc. is seeking a Multifamily-Asset Manager to successfully lease-up and manage newly developed multifamily communities. The candidate will oversee multiple lease-ups and be the primary contact with property management, ensuring optimal performance. This role...
- Provide Comprehensive Wealth Strategies: Deliver a high level of individualized, comprehensive investment and wealth strategies tailored to each client’s goals and objectives. Manage Client Relationships: Anticipate client needs, resolve inquiries, and ensure client portfolios...
$78k - $140k
...firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more... ...software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance,...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week$82.6k - $84.58k
...The AoPS Academy Associate Director at our Bellevue campus is responsible for assisting with the campus’s administrative and logistical... ...be the right job for you if you are looking to build on your management and leadership experience, have strong subject knowledge in math...Full timePart timeSummer workH1bLocal areaRelocation packageMonday to FridayShift workWeekend workAfternoon shiftArt of Problem Solving
Bellevue, WA1 day ago$24.06 - $31.75 per hour
...Description Job Title: Associate Manager Pay Range: $24.06 - $31.75 (Production or Retail role) Savers Benefits Geographic & job eligibility rules may apply. Healthcare Plans Comprehensive coverage (medical/dental/vision) at a reasonable cost Specialized...Local areaFlexible hoursSavers | Value Village
Tukwila, WA5 days ago$130k - $140k
...DescriptionExpeditors is a global logistics company that offers ocean, air, customs, and technology services.Job DescriptionProject Manager, Real Estate will help manage Expeditors’ U.S. and Canadian real estate portfolio ensuring that the real estate portfolio aligns...RelocationFlexible hoursShift work- ...Associate Director, Investor Services As the backbone of the investment world, SS&C is committed to excellent client service and our... ...teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with...
Blue Prism Group
Bellevue, WA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Wealth Manager. Be the first to apply!
Related searches
- remote associate product manager Bellevue, WA
- associate product manager web Bellevue, WA
- associate director Bellevue, WA
- associate manager Bellevue, WA
- wealth management advisor Bellevue, WA
- wealth management consultant Bellevue, WA
- wealth manager Bellevue, WA
- associate event manager
- associate director engineering
- associate director regulatory affairs cmc