Coldstream
Senior Wealth Management Associate
Coldstream, Mercer Island, Washington, United States, 98040
Job Description
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 Senior Wealth Management Associate to our growing Mercer Island team. 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 office two days per week (Tuesdays and Thursdays, 8‑5:00) and then able to work remotely the other three days if they choose.
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.
Responsibilities
Act as a primary point of contact for clients, outside advisors (CPAs/attorneys) and custodians
Participate in client meetings and present ideas and concepts in an organized and effective manner; manage agenda, record notes, prepare summary emails, and manage post‑meeting action items
Utilize financial planning tools to analyze and assist in making recommendations regarding clients’ cash flow, long‑term plan, and asset allocation decisions
Prepare analysis for clients to provide context for financial decisions, such as buying or maintaining life/disability/LTC insurance, funding 529 plans, or refinancing debt
Coordinate, manage and delegate workflow to the team’s Client Service Associates; handle overflow money movement requests as needed, including capital calls, distributions, journals, trades, and asset transfers
Oversee annual tax reporting and completion of relevant tax documentation with CPAs
Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; review documentation prepared by CSAs
Coordinate client “touch points,” including anniversaries, thank you notes, and gifts
Experience and Skills
3‑5+ years of progressively responsible experience in the wealth management industry (preferably at an RIA)
Series 65 license (or willingness to get it within 12 months at Coldstream’s expense)
Financial Paraplanner Qualified Professional (FPQP) designation – or working towards the CFP designation (or willingness to do one of them within 12 months at Coldstream’s expense)
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, and/or Tamarac is a plus
A Bachelor’s degree
Excellent communication, relationship building, and organizational skills
Demonstrated ability to delegate, think critically, solve problems, and manage a busy workload
Job Benefits In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $80k – $120k plus an annual bonus and a generous benefits package. Licensed individuals are able to participate in the New Business Incentive program as well.
As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:
Pay: Competitive base salary plus annual bonus
Benefits: Fully paid premiums for medical/dental/vision, short‑term and long‑term disability, and life insurance
401(k): 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: 16–26 days per year plus 10 holidays and an extra paid day off each year to do volunteer work
Career development: 100% training/certification/licensing/dues reimbursement and mentoring program
Parking: heavily subsidized parking or transit pass
Wellness reimbursement
Paid sabbaticals every 10 years and anniversary bonuses every 5 years
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.
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We’re adding an experienced Senior Wealth Management Associate to our growing Mercer Island team. 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 office two days per week (Tuesdays and Thursdays, 8‑5:00) and then able to work remotely the other three days if they choose.
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.
Responsibilities
Act as a primary point of contact for clients, outside advisors (CPAs/attorneys) and custodians
Participate in client meetings and present ideas and concepts in an organized and effective manner; manage agenda, record notes, prepare summary emails, and manage post‑meeting action items
Utilize financial planning tools to analyze and assist in making recommendations regarding clients’ cash flow, long‑term plan, and asset allocation decisions
Prepare analysis for clients to provide context for financial decisions, such as buying or maintaining life/disability/LTC insurance, funding 529 plans, or refinancing debt
Coordinate, manage and delegate workflow to the team’s Client Service Associates; handle overflow money movement requests as needed, including capital calls, distributions, journals, trades, and asset transfers
Oversee annual tax reporting and completion of relevant tax documentation with CPAs
Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; review documentation prepared by CSAs
Coordinate client “touch points,” including anniversaries, thank you notes, and gifts
Experience and Skills
3‑5+ years of progressively responsible experience in the wealth management industry (preferably at an RIA)
Series 65 license (or willingness to get it within 12 months at Coldstream’s expense)
Financial Paraplanner Qualified Professional (FPQP) designation – or working towards the CFP designation (or willingness to do one of them within 12 months at Coldstream’s expense)
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, and/or Tamarac is a plus
A Bachelor’s degree
Excellent communication, relationship building, and organizational skills
Demonstrated ability to delegate, think critically, solve problems, and manage a busy workload
Job Benefits In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $80k – $120k plus an annual bonus and a generous benefits package. Licensed individuals are able to participate in the New Business Incentive program as well.
As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:
Pay: Competitive base salary plus annual bonus
Benefits: Fully paid premiums for medical/dental/vision, short‑term and long‑term disability, and life insurance
401(k): 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: 16–26 days per year plus 10 holidays and an extra paid day off each year to do volunteer work
Career development: 100% training/certification/licensing/dues reimbursement and mentoring program
Parking: heavily subsidized parking or transit pass
Wellness reimbursement
Paid sabbaticals every 10 years and anniversary bonuses every 5 years
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.
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