Wealth Management Associate

Job Description

If you’re looking to leverage your solid background in financial planning and client service within a team that values proactive, holistic planning, Coldstream Wealth Management could have the perfect next step for you. We’re adding a Wealth Management Associate to our growing team in Bellevue. As a Wealth Management Associate with a supportive and robust team, you will build relationships, translate complex information, and deliver a high standard of client service.

We have a hybrid work environment, with team members working in our office three days per week (Tuesday through Thursday, 7:00-4:00) and then able to work remotely the other days if they choose.

Specific responsibilities include:

• Client Service Excellence: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly.
• Serving as a primary point of contact with clients
• Partnering with custodians/investment managers
• Overseeing the gathering of client information and managing data integrity
• Processing client-directed money movements and other account-related transactions.
• Client Onboarding: Overseeing and coordinating the new client onboarding process
• Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner
• Coordinating meeting logistics
• Preparing meeting summaries and comprehensive meeting materials
• Creating and managing post-meeting action items
• Wealth Planning: Assist the team’s Wealth Managers in producing and presenting financial plans
• Mentorship and Collaboration
• Delegating and overseeing tasks assigned to Client Service Associates (CSAs).
• Providing guidance and mentorship to new or newly promoted client-facing team members, contributing to their professional growth.
  

Experience And Skills

• 2 years of client service experience within the wealth management or financial services industry.
• Bachelor’s degree required; finance or related field preferred.
• Series 65 license and FPQP® or first CFP® module completed (or willingness to obtain within 12-18 months, sponsored by Coldstream).
• Strong proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); familiarity with Salesforce CRM, eMoney, or Tamarac is preferred.
• Exceptional written and verbal communication skills.
• Strong organizational and prioritization abilities with consistent attention to detail.
• Proven ability to work independently while contributing effectively within a team environment.
• 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 at $80k - $100k plus an annual bonus opportunity 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 pay 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: Starting at 20 days per year, then increasing with tenure - 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 Parental leave: 12 weeks paid for all new parents
• 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, Bellevue, Seattle, Mercer Island, and Kirkland, WA, Portland, OR, Boise, ID, and Kenai, AK. 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.