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Wealth Management Associate

Coldstream Wealth Management

Kenai, AK · HybridFull-timePosted 7mo agoSeen in employer's feed 2 days ago

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At a glance

Compensation
No compensation found
Location
Kenai, AKHybrid
Schedule
Full-time
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Series 65 LicenseFPQP Paraplanner CertificationFirst Module Of The CFP

Job overview

Coldstream Wealth Management is hiring a Wealth Management Associate. The Wealth Management Associate will play a crucial role in ensuring clients receive outstanding service and support. This position involves anticipating client needs, addressing concerns, and resolving issues quickly. The associate will also participate in client meetings, assist in creating financial plans, and coordinate the new client onboarding process. This role is based in the growing Kenai office.

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 2+ Years Client Service Wealth Management. Important skills include Exceptional Client Service, Anticipate Client Needs, Address Concerns, Resolve Issues Quickly, Presenting Ideas, and Organized Presentation. Preferred (not required): Salesforce, eMoney, and Tamarac Portfolio Management.

Skills & qualifications

RequiredNice to have

Skills

Exceptional Client ServiceAnticipate Client NeedsAddress ConcernsResolve Issues QuicklyPresenting IdeasOrganized PresentationEffective PresentationMicrosoft OutlookMicrosoft WordExcelPowerPointExcellent Communication SkillsCorrect GrammarCorrect PunctuationStrong Organizational SkillsFollow Established Processes ConsistentlyStrong Prioritization SkillsManage Tasks IndependentlyExcellent ReliabilitySalesforceeMoneyTamarac Portfolio Management

Qualifications

2+ Years Client Service Experience in Wealth Management IndustryBachelor's DegreeSeries 65 LicenseFPQP Paraplanner CertificationFirst Module of the CFPBachelor's in Finance or Related Focus

Full job description

Job Descriptions:

Are you looking for a wealth management firm that provides career development, work-life balance, and a collaborative work culture? Then Coldstream might be a great fit for you!

As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ensuring that our clients receive outstanding service and support.

We have a hybrid work environment - in office Tuesday through Thursday, work remotely Monday and Friday, 7:00am - 4:00pm minus lunch.

Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. 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. The firm has offices in Kenai, Seattle, Mercer Island, Bellevue, and Kirkland, WA, Portland, OR, and Boise, ID. For more on Coldstream, please visit www.coldstream.com.

Specific responsibilities include:

  • Exceptional Client Service: 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 in our CRM

  • Client Meetings: Participating in client meetings alongside our Wealth Manager and presenting ideas and concepts in an organized and effective manner

  • Preparing meeting summaries

  • Creating and managing post-meeting action items

  • Wealth Planning: Assisting the Wealth Manager in creating financial plans

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

  • Serve as a Resource/Mentor for CSA:

  • Delegating tasks to our Client Service Associate

  • Handling overflow money movement requests when the CSA is busy or absent

Required Experience:

  • 2+ years of client service experience in the wealth management industry

  • A Bachelor’s degree (finance or related focus is preferred)

  • Series 65 license plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them at Coldstream’s expense within 12-18 months

  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac portfolio management (or similar systems) is a plus

  • Excellent communication skills, including correct grammar and punctuation

  • Strong organizational skills and the ability to follow established processes consistently

  • Strong prioritization skills and the ability to manage tasks independently

  • Excellent reliability

Keyword: Wealth Management Associate

From: Coldstream Wealth Management

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