Senior Wealth Management Associate

Job Description

If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you.

We’re adding an experienced Senior Wealth Management Associate to our growing Portland team. This position has the opportunity for career advancement within client service/team operations.

We have a hybrid work environment, with team members working in office two to three days per week (Tuesdays, Wednesdays, and/or Thursdays, 8-5:00) and then able to work remotely the other days if they choose.

Responsibilities include:

• Act as a primary point of contact for clients, outside advisors (CPAs/attorneys) and custodians
• Participate in client meetings and present ideas and concepts in an organized and effective manner; 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; handle money movement requests
• Oversee and coordinate the new client onboarding process
• Oversee annual tax reporting and completion of relevant tax documentation 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

• 3-5 years of progressively responsible experience in the wealth management industry (preferably at an RIA)
• Series 65 license plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them within 12-18 months (at Coldstream’s expense)
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac is a plus
• A Bachelor’s degree (finance or related focus is preferred)
• Excellent communication, relationship building, and organizational skills
• Demonstrated ability to delegate, think critically, solve problems, and manage a busy workload
• Demonstrated ability to thrive in a fast-paced, client-focused setting.
  
  

Job Benefits

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 between $90k - $115k plus an annual bonus and a generous benefits package.

As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:

• Pay: Competitive base salary plus annual bonus
• Benefits: Fully paid premiums for medical/dental/vision, 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/dues reimbursement and mentoring program
• Parking: Heavily subsidized parking or transit pass
• Wellness reimbursement
• Paid sabbaticals: Every 10 years and anniversary bonuses every 5 years
  
  

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 Portland, Mercer Island, Bellevue, Seattle, Kirkland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com .

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.