Hybrid Wealth Manager Associate: Client Planning & Growth

Coldstream Wealth Management; Washington (District of Columbia); Híbrido; USD 90 000 - 140 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work environment

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Client relationship management

Wealth planning

Financial planning software

CRM (Salesforce)

Microsoft Office

Communication skills

Formação académica

CFP certification

Ferramentas

eMoney

MoneyGuide Pro

Salesforce CRM

Tamarac

Microsoft Excel

Descrição da oferta de emprego

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.