Coldstream Wealth Management Hiring for Wealth Management Associate Job at Bellevue, WA Full Time

At Coldstream Wealth Management, we’re expanding one of our largest 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!

You’ll be working on a team with 10+ other professionals within one of our Bellevue wealth management groups. We are an extremely nimble and collaborative team made up of Wealth Managers, a Portfolio Manager, a Wealth Planner, and other Wealth Management Associates and Client Service Associates. This position has the opportunity for career advancement within client service/team operations and/or wealth planning or wealth management.

Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses for 25 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. For more on Coldstream, please visit www.coldstream.com.

We provide a friendly, achievement-oriented culture where you can learn and grow – and we offer a full package to meet your needs:

· Pay: Competitive salary plus overtime and bonus opportunities

· Benefits: Fully-paid medical/dental/vision premiums; 401(k) with 100% company match up to 4% of your annual pay

· Stock: Opportunity to purchase equity and become an owner of the firm

· Paid Time Off: Starts at 16 days per year, plus 9 holidays and an extra paid day off each year to do volunteer work (with Coldstream or on your own)

· Career development: Training/certification/tuition reimbursement; established career paths with opportunities to advance

· Parking: Heavily subidized parking or fully-paid transit pass (after we return to working at our offices; currently we’re working at home)

· Flexibility: Flexible work location (up to 2 days per week working remotely long-term, depending upon the needs of the team and clients)

· Refreshments: Free snacks and beverages

The Wealth Management Associate’s responsibilities will 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 CS Associates and serve as a resource and mentor for them; handle overflow money movement requests when the Administrators 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 CS Associates

· 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

We are looking for candidates who have:

· A Bachelor’s degree

· 3+ years of client service experience in the wealth management industry

· Series 65 license; FPQP, working towards CFP, or willingness to pass FPQP within 6-12 months

· Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, and/or Tamarac is a plus

· Excellent communication and organizational skills

· Demonstrated ability to delegate, multi-task, and manage a busy workload

· Excellent reliability (core hours 7:00 AM to 4:00 PM, Monday through Friday)

For confidential consideration, please apply at:

https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=83ad0d15-15a6-44b0-9c35-2a4f9dbc2042&ccId=19000101_000001&jobId=365773&source=CC2&lang=en_US

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.

Work Remotely

• Temporarily due to COVID-19

Job Type: Full-time

Pay: $80,000.00 – $120,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay

COVID-19 considerations:
We are all working from home until transmission numbers decrease.

Work Location: One location