Wealth Management Associate - Hybrid, Path to Advisor

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

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.