Coldstream
Job Description
Associate Wealth Manager – Kenai, Alaska – Coldstream
Coldstream is an employee‑owned, independently‑operated wealth management firm that has earned 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. Our dynamic team values open communication, lifelong relationships, and a collaborative work culture.
As an Associate Wealth Manager in our growing Kenai office, you will play a crucial role in ensuring that our Alaska clients receive outstanding comprehensive wealth planning services – and you’ll be on the path to become a full Wealth Manager.
We have a hybrid work environment – in‑office Tuesday through Thursday, remote Monday and Friday, core hours 7:00 a.m. – 4:00 p.m. (minus lunch).
Your Contributions Will Be:
Wealth Planning:
Provide holistic wealth planning services to clients, including income tax, estate, wealth transfer, cash flow, retirement, and Social Security planning.
Contribute to the firm’s Wealth Strategy Group by attending meetings and semi‑annual in‑person retreats, participating in a committee, and creating materials that are shared internally and with clients.
Client Relationships:
Develop and manage client communication, facilitate meetings, present information, and educate clients on various wealth management 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 and close opportunities with existing clients.
Experience And Skills
CFP and 3+ years of experience producing and presenting financial plans.
Proficiency with eMoney.
5+ years of experience in wealth management, including client relationship management and an interest in business development.
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint.
Experience with Salesforce CRM and/or Tamarac portfolio management (or similar systems) is a plus.
Excellent communication and organizational skills.
Job Benefits Competitive compensation and a generous benefits package are based on your experience and qualifications. Base pay starts at $115–140 k, plus an annual bonus, a 100% company 4% 401(k) match, equity ownership opportunities, fully paid medical/dental/vision premiums, short‑term and long‑term disability, life insurance, 16–26 days paid time off per year, 10 holidays, an extra paid day each year to volunteer, paid sabbaticals every 10 years, and anniversary bonuses every 5 years.
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 a formal mentoring program.
Wellness reimbursement.
Paid sabbaticals every 10 years and anniversary bonuses every 5 years.
Diversity and Inclusion Coldstream is committed to inclusion and diversity. We welcome, support, and respect all team members, valuing the wide variety of experiences, opinions, and talents they bring. All perspectives and contributions are treated with respect, ensuring every individual feels confident that they belong and are empowered to be their best.
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Coldstream is an employee‑owned, independently‑operated wealth management firm that has earned 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. Our dynamic team values open communication, lifelong relationships, and a collaborative work culture.
As an Associate Wealth Manager in our growing Kenai office, you will play a crucial role in ensuring that our Alaska clients receive outstanding comprehensive wealth planning services – and you’ll be on the path to become a full Wealth Manager.
We have a hybrid work environment – in‑office Tuesday through Thursday, remote Monday and Friday, core hours 7:00 a.m. – 4:00 p.m. (minus lunch).
Your Contributions Will Be:
Wealth Planning:
Provide holistic wealth planning services to clients, including income tax, estate, wealth transfer, cash flow, retirement, and Social Security planning.
Contribute to the firm’s Wealth Strategy Group by attending meetings and semi‑annual in‑person retreats, participating in a committee, and creating materials that are shared internally and with clients.
Client Relationships:
Develop and manage client communication, facilitate meetings, present information, and educate clients on various wealth management 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 and close opportunities with existing clients.
Experience And Skills
CFP and 3+ years of experience producing and presenting financial plans.
Proficiency with eMoney.
5+ years of experience in wealth management, including client relationship management and an interest in business development.
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint.
Experience with Salesforce CRM and/or Tamarac portfolio management (or similar systems) is a plus.
Excellent communication and organizational skills.
Job Benefits Competitive compensation and a generous benefits package are based on your experience and qualifications. Base pay starts at $115–140 k, plus an annual bonus, a 100% company 4% 401(k) match, equity ownership opportunities, fully paid medical/dental/vision premiums, short‑term and long‑term disability, life insurance, 16–26 days paid time off per year, 10 holidays, an extra paid day each year to volunteer, paid sabbaticals every 10 years, and anniversary bonuses every 5 years.
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 a formal mentoring program.
Wellness reimbursement.
Paid sabbaticals every 10 years and anniversary bonuses every 5 years.
Diversity and Inclusion Coldstream is committed to inclusion and diversity. We welcome, support, and respect all team members, valuing the wide variety of experiences, opinions, and talents they bring. All perspectives and contributions are treated with respect, ensuring every individual feels confident that they belong and are empowered to be their best.
#J-18808-Ljbffr