At Coldstream Wealth Management, we’re expanding our largest Bellevue team by adding an experienced Senior Wealth Management Associate. If you’re ready to advance your career in wealth management, we want to hear from you! This position has the opportunity for career advancement within client service/team operations and/or wealth planning and management.

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

The Senior Wealth Management Associate's responsibilities include:

• Act as a primary point of contact for clients, outside advisors (CPAs/attorneys) and custodians
• Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage post-meeting action items
• Present clients with ideas and concepts in an organized and effective manner (in conjunction with internal tax, investment, and estate planning professionals)
• 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 families 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 with the team’s client service associates; handle overflow money movement requests, including capital calls, distributions, journals, trades, and asset transfers
• Gather, organize, and input client data into the CRM; manage data integrity and ensure that records are kept current
• Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; review documentation prepared by the team’s client service associates
• Coordinate client "touch points," including anniversaries, thank you notes, and gifts
• Oversee annual tax reporting and completion of relevant tax documentation with CPAs

We are looking for a candidate who has:

• A Bachelor's degree
• 3-5+ years of progressively responsible experience in the wealth management industry
• Series 65 license plus the Financial Paraplanner Qualified Professional (FPQP) designation - and/or CFP/working towards the CFP designation (or willingness to achieve the required licenses/designations within 6-9 months)
• The ability and desire to be a self-starter, critical thinker, problem-solver, and goal-oriented team player
• Excellent communication, relationship building, and organizational skills
• Demonstrated ability to delegate and manage a busy workload
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, and/or Tamarac is a plus

From: Coldstream Wealth Management

Benefits:

We provide an upbeat, friendly environment where you will be rewarded for taking initiative, collaborating, suggesting process improvements, and having fun while doing it. We also offer a full compensation and benefits package to meet your needs:

• Competitive base salary, annual bonus opportunity, and equity opportunity
• Annual wellness reimbursement
• Fully-paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
• 401(k) with 100% company match up to 4% of your annual pay
• Heavily subsidized parking or a fully-paid ORCA pass
• Ongoing career development, including 100% training/certification/licensing/dues reimbursement
• Generous PTO and 10 paid holidays, plus an extra paid day off each year to do volunteer work (with Coldstream or on your own)
• Hybrid work schedule

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.