Job Descriptions:

Are you looking to advance your career at a wealth management firm that provides solid work-life balance and a collaborative work culture? Then Coldstream might be a great fit for you!

As an Associate Wealth Manager on one of our growing Bellevue teams, you will ensure that our clients receive outstanding wealth planning and support - and you'll be on the path to become a full Wealth Manager.

We have a hybrid work environment - in office Tuesdays, Wednesdays, and Thursdays, 7:00 am - 4:00 pm, and you can choose to work remotely the other two days.

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

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

Required Experience:

CFP and 3+ years of experience producing and presenting financial plans

Proficiency with eMoney

5+ years of experience in wealth management, including 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

Keyword: Certified Financial Planner

From: Coldstream Wealth Management

Coldstream Wealth Management

Latest Jobs

Certified Financial Planner