Wealth Management Associate

Coldstream; Bellevue (WA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical/Dental/Vision insurance

Disability insurance

Life insurance

401(k) with 4% match

Paid time off

Volunteer day

Formal mentoring program

Parking or transit subsidy

Wellness reimbursement

Parental leave

Sabbaticals every 10 years

Job summary

Coldstream Wealth Management in Bellevue is seeking an experienced Wealth Management Associate to join our growing team. This role focuses on exceptional client service, onboarding, and supporting wealth planning activities in a collaborative environment.

This position offers a hybrid schedule, opportunities for advancement toward becoming a Wealth Manager, and the chance to work with a dedicated team in a dynamic wealth management practice.

Qualifications

• 2+ years of client service experience in wealth management (RIA preferred).
• Series 65 license and FPQP® or CFP module (or willingness to obtain within 12 months at Coldstream’s expense).
• Proficiency with Microsoft Office; experience with Salesforce CRM, eMoney, and Tamarac preferred.
• Exceptional written and verbal communication skills.
• Strong organizational and prioritization abilities with attention to detail.
• Ability to work independently while contributing within a team.
• Bachelor’s degree.

Responsibilities

• Provide client service excellence and act as primary client contact.
• Partner with custodians and investment managers.
• Oversee gathering of client information and data integrity.
• Process client-directed money movements and account transactions.
• Oversee and coordinate new client onboarding.
• Participate in client meetings and present ideas clearly.
• Prepare meeting summaries and materials.
• Create and manage post-meeting action items.
• Assist Wealth Managers in producing financial plans.
• Mentor and guide CSAs and new team members.

Skills

Client service

Communication

Organization

Independence

Adaptability

Education

Bachelor’s degree

Series 65 license

FPQP or CFP module

Tools

Microsoft Office

Salesforce

eMoney

Tamarac

Job description

Job Overview

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 Wealth Management Associate to one of our growing Bellevue teams. 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 our Bellevue office two to three days per week (Tuesday and Wednesday with potential for Thursdays, 7:00-4:00) and then able to work remotely the other days if they choose.

Responsibilities

• Client Service Excellence: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly
• Serving as a primary point of contact with clients
• Partnering with custodians/investment managers
• Overseeing the gathering of client information and managing data integrity
• Processing client-directed money movements and other account-related transactions
• Client Onboarding: Overseeing and coordinating the new client onboarding process
• Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner
• Preparing meeting summaries and comprehensive meeting materials
• Creating and managing post-meeting action items
• Wealth Planning: Assist the team’s Wealth Managers in producing financial plans
• Mentorship and Collaboration: Delegating and overseeing tasks assigned to Client Service Associates (CSAs) and providing guidance and mentorship to new client-facing team members, contributing to their professional growth

Qualifications

• 2+ years of client service experience within the wealth management industry (preferably at an RIA)
• Series 65 license and FPQP® or completion of the first CFP® module (or willingness to obtain within 12 months at Coldstream’s expense)
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with Salesforce CRM, eMoney, and/or Tamarac is preferred
• Exceptional written and verbal communication skills
• Strong organizational and prioritization abilities with consistent attention to detail
• Proven ability to work independently while contributing effectively within a team environment
• Demonstrated ability to thrive in a fast-paced, client-focused setting
• A Bachelor’s degree

Benefits

• Pay: Competitive base pay 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: Starting at 20 days per year, then increasing with tenure - 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
• Parking: heavily subsidized parking or transit pass
• Wellness reimbursement
• Paid Parental leave: 12 weeks paid for all new parents
• Paid sabbaticals every 10 years and anniversary bonuses every 5 years