At Coldstream Wealth Management, we’re expanding one of our Bellevue teams by adding an experienced 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 Wealth Management Associate’s responsibilities include:

• Develop long-term relationships with high-net-worth clients, acting as a primary point of contact for clients and partnering with outside advisors (CPAs/attorneys) and custodians
• Participate in client meetings, prepare meeting summaries, and direct 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)
• Manage and delegate workflow with the team’s Client Service Associates and serve as a resource and mentor for them; handle overflow money movement requests when the CSAs are busy or absent, including capital calls, distributions, journals, trades, and asset transfers
• Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; review documentation prepared by the team’s CSAs
• Coordinate client "touch points" to reinforce the ongoing sales and client retention process, including anniversaries, thank you notes, and gifts
• Oversee the gathering, organization, and input of client data into the CRM (Salesforce); manage data integrity and keep records current; use Salesforce data for team projects
• May assist the Wealth Planner in gathering and inputting data to produce financial plans