Wealth Management Associate

Coldstream; Kenai (AK); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary plus annual bonus

Fully paid medical, dental, vision premiums

401(k) with company match

Paid time off and holidays

Career development opportunities

Job summary

A wealth management firm in Kenai, AK is seeking a Wealth Management Associate to ensure outstanding client service and support. Responsibilities include client communication, data management in CRM, and assisting in financial planning. Ideal candidates have 2+ years of experience in the industry, strong communication skills, and a relevant degree. Competitive salary starts at $70k–$90k, plus bonuses and benefits.

Qualifications

• 2+ years of client-service experience in the wealth-management industry.
• Bachelor’s degree (finance or related focus preferred).
• Strong prioritization skills and the ability to manage tasks independently.

Responsibilities

• Anticipate client needs, address concerns, and resolve issues quickly.
• Oversee the gathering of client information and manage data integrity in our CRM.
• Assist the Wealth Manager in creating financial plans.

Skills

Client-service experience in wealth management

Excellent communication skills

Strong organizational skills

Prioritization skills

Proficiency in Microsoft Office

Education

Bachelor’s degree in finance or related field

Series-65 license

FPQP or first CFP module (willingness to obtain)

Tools

Salesforce CRM

eMoney

Tamarac portfolio management

Job description

Join to apply for the Wealth Management Associate role at Coldstream

Are you looking for a wealth management firm that provides career development, work‑life balance, and a collaborative work culture? Then Coldstream might be a great fit for you!

As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ensuring that our clients receive outstanding service and support. Coldstream is an employee‑owned, independently‑operated firm with a hybrid work environment – in‑office Tuesday through Thursday, remote Monday and Friday, 7:00 am – 4:00 pm minus lunch.

Responsibilities

• Exceptional client service: anticipate client needs, address concerns, and resolve issues quickly.
• Primary point of contact with clients and partnership with custodians/investment managers.
• Oversee the gathering of client information and manage data integrity in our CRM.
• Participate in client meetings alongside our Wealth Manager and present ideas and concepts in an organized and effective manner.
• Prepare meeting summaries and create and manage post‑meeting action items.
• Assist the Wealth Manager in creating financial plans.
• Oversee and coordinate the new client onboarding process.
• Serve as a resource/mentor for Client Service Associate: delegate tasks, handle overflow money‑movement requests when the CSA is busy or absent.

Experience and Skills

• 2+ years of client‑service experience in the wealth‑management industry.
• Bachelor’s degree (finance or related focus preferred).
• Series‑65 license plus FPQP (paraplanner certification) or first CFP module, or willingness to obtain within 12–18 months at Coldstream’s expense.
• Proficiency with Microsoft Outlook, Word, Excel, PowerPoint; experience with Salesforce CRM, eMoney, or Tamarac portfolio management (or similar systems) is a plus.
• Excellent communication skills, including correct grammar and punctuation.
• Strong organizational skills and the ability to follow established processes consistently.
• Strong prioritization skills and the ability to manage tasks independently.
• Excellent reliability.

Benefits

Base pay typically starts at $70 k–$90 k plus an annual bonus and a generous benefits package. Licensed individuals can also participate in our New Business Incentive program.

• Competitive base salary plus annual bonus.
• 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.
• 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 volunteer.
• Career development: 100 % training, certification, licensing, dues reimbursement and formal mentoring program.
• Wellness reimbursement.
• Paid sabbaticals every 10 years and anniversary bonuses every 5 years.

Coldstream is committed to inclusion and diversity. We welcome, support, and respect all team members and value the wide variety of experiences, opinions, and talents that they bring to the company.

Referrals increase your chances of interviewing at Coldstream by 2x.

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