Associate Wealth Manager

Coldstream Wealth Management; Bellevue (WA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Coldstream Wealth Management is seeking an Associate Wealth Manager in Bellevue to deliver holistic wealth planning and guidance for high-net-worth clients and to grow into a Wealth Manager role. A hybrid schedule with in-office days supports collaboration and client service excellence.

You will work with senior advisors to tailor strategies, build client relationships, and pursue business development opportunities while coordinating with specialists across tax, estate, and investments.

Qualifications

• CFP designation and 3+ years of 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.

Responsibilities

• Provide holistic wealth planning services to clients, including tax, estate, wealth transfer, cash flow, retirement, and Social Security planning.
• 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).
• In conjunction with the team's Portfolio Manager, establish and plan for each client's goals, objectives, risk tolerance, and cash requirements.
• Develop leads and referrals, meet with prospective clients to present proposals, and identify additional opportunities with existing clients.

Skills

CFP

Client relationship management

Communication

Business development

Organizational skills

Tools

eMoney

MoneyGuide Pro

Salesforce CRM

Tamarac

Microsoft Outlook

Microsoft Excel

PowerPoint

Job description

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

Keyword: Associate Wealth Manager

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

From: Coldstream Wealth Management