Job Descriptions:

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

As an Associate Wealth Manager on one of our growing Bellevue teams, you will provide outstanding wealth planning and guidance to our high-net-worth clients - and you'll be on the path to become a Wealth Manager (advisor).

We have a hybrid work environment (in office Tuesdays and Wednesdays) with core hours from 8:00am - 5:00pm.

Your Contributions Will Be:

Wealth Planning:

Provide holistic wealth planning services to clients, including tax, estate, wealth transfer, cash flow, retirement, and Social Security planning

Contribute to the firm's Wealth Strategy Group body of knowledge and client communications

Client Relationships:

Develop and manage relationships with existing and new client families; initiate frequent client communication, facilitate meetings, present information, and educate clients on various 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 additional opportunities with existing clients

Required Experience:

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

Proficiency with eMoney or MoneyGuide Pro

5+ years of wealth management experience, including client relationship management

Interest in acquiring and practicing business development skills

Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint

Experience with Salesforce CRM and/or Tamarac portfolio management (or similar systems)

Excellent communication and organizational skills

Keyword: Associate Wealth Manager

From: Coldstream Wealth Management

Coldstream Wealth Management jobs

Associate Wealth Manager