Job Information
Coldstream Wealth Management Wealth Management Associate in Bellevue, Washington
Job Descriptions:
Are you looking for a wealth management firm that provides career development, work-life balance, and a collaborative work culture? Then Coldstream might be a great fit for you!
As a Wealth Management Associate on one of our growing Bellevue teams, you will play a crucial role in ensuring that our clients receive outstanding service and support.
We have a hybrid work environment - in office Tuesdays, Wednesdays, and Thursdays, 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 for 26 years. 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. Founded in 1996, the firm has offices in Seattle, Mercer Island, Bellevue, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.
Specific responsibilities include:
Exceptional Client Service: 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
Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner
Preparing meeting summaries
Creating and managing post-meeting action items
Wealth Planning: Assist the team’s Wealth Managers in producing financial plans
Client Onboarding: Overseeing and coordinating the new client onboarding process
Serve as a Resource/Mentor for CSAs:
Delegating tasks to Client Service Associates
Handling overflow money movement requests when CSAs are busy or absent
Required Experience:
We are looking for a candidate who has:
2+ years of client service experience in the wealth management industry
A Bachelor’s degree (finance or related focus is preferred)
Series 65 license plus the FPQP (paraplanner certification) or first module of CFP - or willing to get them within 12-18 months
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, eMoney, and/or Tamarac portfolio management (or similar systems) is a plus
Excellent communication skills, including writing business correspondence with proper grammar and punctuation
Strong organizational skills and the ability to follow established processes consistently
Strong prioritization skills and the ability to manage tasks independently
Excellent reliability
Keyword: Wealth Management Associate
From: Coldstream Wealth Management