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Associate Wealth Manager

Coldstream Wealth Management

Bellevue, WA · HybridJobPosted 4mo agoSeen in employer's feed 4 days ago

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At a glance

Compensation
No compensation found
Location
Bellevue, WAHybrid
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

CFP

Job overview

Coldstream Wealth Management is hiring an Associate Wealth Manager. The Associate Wealth Manager provides holistic wealth planning services to high-net-worth clients, focusing on tax, estate, wealth transfer, cash flow, retirement, and Social Security planning. This role involves developing and managing client relationships, cultivating connections with other advisors, and contributing to investment management in conjunction with a Portfolio Manager. The Associate Wealth Manager is also expected to develop business by generating leads and presenting proposals to prospective clients.

Key focus areas include Provide holistic wealth planning services to clients, Contribute to the firm’s Wealth Strategy Group body of knowledge, and Develop and manage relationships with existing and new client families.

Successful candidates bring CFP Certification, 3+ Years Financial Planning Experience, and 5+ Years Wealth Management Experience. Important skills include eMoney, MoneyGuide Pro, Microsoft Outlook, Microsoft Word, Excel, and PowerPoint. Preferred (not required): Wealth Planning, Tax Planning, Estate Planning, and Cash Flow Planning.

Skills & qualifications

RequiredNice to have

Skills

eMoneyMoneyGuide ProMicrosoft OutlookMicrosoft WordExcelPowerPointSalesforceTamarac Portfolio ManagementCommunication SkillsOrganizational SkillsWealth PlanningTax PlanningEstate PlanningCash Flow PlanningRetirement PlanningSocial Security PlanningClient CommunicationPresent InformationEducate ClientsInvestment ManagementBusiness Development

Qualifications

CFP3+ Years Independently Producing and Presenting Financial Plans5+ Years Wealth Management ExperienceClient Relationship Management Experience

Full job description

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

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