Associate Wealth Manager

Coldstream Wealth Management; Washington (District of Columbia); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

Coldstream Wealth Management in Bellevue, WA, is seeking an Associate Wealth Manager to deliver holistic wealth planning and guidance to high-net-worth clients - and you're on the path to become a Wealth Manager.

We operate in a hybrid environment with in-office Tuesdays and Wednesdays and core hours 8:00am–5:00pm. The role focuses on tax, estate, cash flow, retirement planning and client communication.

Qualifications

• 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 Tamarac portfolio management (or similar).
• 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.
• 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

Client relationship management

Wealth planning

Financial planning software

CRM (Salesforce)

Microsoft Office

Communication skills

Education

CFP certification

Tools

eMoney

MoneyGuide Pro

Salesforce CRM

Tamarac

Microsoft Excel

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