Associate Wealth Manager

Job Description

Job Description

Are you looking for the right wealth management firm to join? If you want ongoing career development and continuing education, work-life balance, and a collaborative work culture, Coldstream might be a great fit for you!

As an Associate Wealth Manager in our growing Kenai office, you will play a crucial role in ensuring that our Alaska clients receive outstanding comprehensive wealth planning services - and you'll be on the path to become a full Wealth Manager.

We have a hybrid work environment - in office Tuesday through Thursday, work remotely Monday and Friday, core hours 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

Your Contributions Will Be:

• Wealth Planning:
  • Provide holistic wealth planning services to clients, including income tax, estate, wealth transfer, cash flow, retirement, and Social Security planning
  • Contribute to the firm's Wealth Strategy Group, including attending meetings and semi-annual in-person retreats, participating in a committee, and creating materials that are shared internally and with clients
• Client Relationships :
  • Develop and manage: initiate frequent client communication, facilitate meetings, present information, and educate clients on various wealth management 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 and close opportunities with existing clients

• CFP and 3+ years of experience producing and presenting financial plans
• Proficiency with eMoney
• 5+ years of experience in wealth management, including client relationship management and an interest in business development
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
• Experience with Salesforce CRM and/or Tamarac portfolio management (or similar systems) is a plus
• Excellent communication and organizational skills