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Wealth Management Associate

Coldstream Wealth Management

Bellevue, WA · HybridJobSeen 2mo 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.

Series 65 License Or FPQP® Or Completion Of First CFP® ModuleBachelor's degree

Job overview

Coldstream Wealth Management is hiring a Wealth Management Associate. Coldstream Wealth Management is seeking an experienced Wealth Management Associate to join a growing team in Bellevue. This role offers career advancement opportunities within client service, team operations, or towards becoming a Wealth Manager. The position involves utilizing client service and financial planning experience to anticipate client needs, manage data, and assist with financial plans.

Key focus areas include Anticipate client needs, address concerns, and resolve issues quickly, Serve as a primary point of contact with clients, and Partner with custodians/investment managers.

Successful candidates bring Client Service Experience, Series 65 License, and FPQP® Or Completion Of First CFP® Module Or Willingness To Obtain. Important skills include Client Service Excellence, Anticipate Client Needs, Address Client Concerns, Resolve Client Issues, Partnering With Custodians, and Partnering With Investment Managers. Preferred (not required): Salesforce, eMoney, and Tamarac.

Skills & qualifications

RequiredNice to have

Skills

Client Service ExcellenceAnticipate Client NeedsAddress Client ConcernsResolve Client IssuesPartnering With CustodiansPartnering With Investment ManagersGathering Client InformationManaging Data IntegrityProcessing Money MovementsProcessing Account-Related TransactionsClient OnboardingParticipating in Client MeetingsPresenting Ideas and ConceptsPreparing Meeting SummariesPreparing Comprehensive Meeting MaterialsCreating Post-Meeting Action ItemsManaging Post-Meeting Action ItemsProducing Financial PlansDelegating TasksOverseeing TasksProviding GuidanceCoachingMicrosoft OfficeMicrosoft WordExcelPowerPointOutlookExceptional Written CommunicationExceptional Verbal CommunicationStrong Organizational AbilitiesPrioritization AbilitiesAttention to DetailWork IndependentlyCollaborationThrive in Fast-Paced SettingClient-Focused SettingSalesforceeMoneyTamarac

Qualifications

2+ Years Client Service Experience Within Wealth Management IndustrySeries 65 License or FPQP® or Completion of First CFP® ModuleBachelor's DegreeClient Service Experience at an RIA

Full job description

Job Descriptions:

If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you.

We’re adding an experienced Wealth Management Associate to one of our growing Bellevue teams. This position has the opportunity for career advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor).

We have a hybrid work environment, with team members working in our Bellevue office two to three days per week (Tuesday and Wednesday with potential for Thursdays, 7:00-4:00) and then able to work remotely the other days if they choose.

Specific responsibilities include:

  • Client Service Excellence: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly

  • Serving as a primary point of contact with clients

  • Partnering with custodians/investment managers

  • Overseeing the gathering of client information and managing data integrity

  • Processing client-directed money movements and other account-related transactions

  • Client Onboarding: Overseeing and coordinating the new client onboarding process

  • Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner

  • Preparing meeting summaries and comprehensive meeting materials

  • Creating and managing post-meeting action items

  • Wealth Planning: Assist the team’s Wealth Managers in producing financial plans

  • Mentorship and Collaboration

  • Delegating and overseeing tasks assigned to Client Service Associates (CSAs)

  • Providing guidance and mentorship to new client-facing team members, contributing to their professional growth

Required Experience:

We are looking for a candidate who has:

  • 2+ years of client service experience within the wealth management industry (preferably at an RIA).

  • Series 65 license and FPQP® or completion of the first CFP® module (or willingness to obtain within 12 months at Coldstream’s expense).

  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with Salesforce CRM, eMoney, and/or Tamarac is preferred.

  • Exceptional written and verbal communication skills.

  • Strong organizational and prioritization abilities with consistent attention to detail.

  • Proven ability to work independently while contributing effectively within a team environment.

  • Demonstrated ability to thrive in a fast-paced, client-focused setting.

  • A Bachelor’s degree

Keyword: Wealth Management Associate

From: Coldstream Wealth Management

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