Current jobs related to Wealth Manager - Kirkland - TalentLink Solutions

  • Administrative Support Specialist

    6 days ago

    Kirkland, Washington, United States Coldstream Wealth Management Full time

    About the RoleColdstream Wealth Management is seeking an experienced Administrative Assistant to join our team in Kirkland. As a key member of our office, you will provide exceptional support to our partners and managers, ensuring seamless day-to-day operations and exceptional client experiences.ResponsibilitiesManage calendars, schedule appointments, and...

  • Client Service Associate

    2 weeks ago

    Kirkland, Washington, United States Coldstream Capital Management Full time

    {"Job Title": "Client Service Associate", "Job Description": "Unlock Your Potential in Wealth ManagementColdstream Capital Management is a dynamic and employee-owned wealth management firm that values innovation, client satisfaction, and a vibrant work culture. We are seeking a highly motivated and detail-oriented Client Service Associate to join our...

  • Experienced Estate Planning Lawyer

    4 weeks ago

    Kirkland, Washington, United States Integrated Law, PLLC Full time

    Job OverviewPosition: Trust and Estate Planning AttorneyWhy Join Our Team?At Integrated Law, PLLC, we are a specialized law firm dedicated to providing exceptional legal services in tax and estate planning. We are currently seeking to expand our Estate Planning Team with a skilled attorney who is diligent, innovative, and eager to tackle intricate estate...

  • Client Service Representative

    3 weeks ago

    Kirkland, Washington, United States Coldstream Capital Management Full time

    About Coldstream Capital ManagementColdstream Capital Management is a leading wealth management firm that values innovation, client satisfaction, and a vibrant work culture. We are seeking a highly motivated and detail-oriented Client Service Associate to join our Kirkland team.Job SummaryThe Client Service Associate will play a crucial role in ensuring that...

  • Senior Estate Planning Lawyer

    4 weeks ago

    Kirkland, Washington, United States Integrated Law, PLLC Full time

    Job OverviewPosition: Trust and Estate Planning AttorneyWhy Join Our Team?At Integrated Law, PLLC, we are a specialized, consultative law firm focused on tax and estate planning. We are looking to expand our Estate Planning Team and invite applications from seasoned attorneys who are diligent, innovative, and eager to tackle intricate estate planning...

  • General Dentist

    16 hours ago

    Kirkland, United States Market Street Dental Care Full time

    General Dentist, Wilmington, NC Up to $225,000 total compensation package Do you want to open your own practice WITHOUT footing the bill? A beautiful and brand new office in Wilmington, NC is looking for a General Dentist to join our team. Opening the SUMMER of 2024 About Wilmington, NC: This port city is surrounded by many small beach...

  • Customer Experience Associate

    4 months ago

    Kirkland, United States Scotia Corporation Full time

    Title: Customer Experience Associate - Kirkland, QC (30 hours) Requisition ID: 143831 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role** As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and...

  • Estate Planning Attorney

    3 months ago

    Kirkland, United States Integrated Law, PLLC Full time

    Job DescriptionJob DescriptionTrust and Estate Planning AttorneyWhy Work With Us?We are a boutique, consultative tax and estate planning law firm looking to grow our Estate Planning Team. This is a great opportunity for an experienced estate planning attorney who is conscientious, resourceful, and has a strong desire to work through complex estate planning...

  • General Dentist

    6 days ago

    Kirkland, United States Family Dental Care of Wilmington Full time

    General Dentist- Wilmington, NC Up to $200,000 total compensation plus bonusing!  Family Dental Care of Wilmington  is looking for a General Dentist to join our team.   Why Heartland Dental?  As the leader of your supported office , you’ll receive best in class support to provide exceptional lifetime patient care while experiencing unparalleled...

Wealth Manager

3 months ago

Kirkland, United States TalentLink Solutions Full time

We are a successful, woman-owned wealth management firm focused on helping clients navigate complexities in life—financial or otherwise. We offer wealth management and financial planning services to a select group of clients in the high-net-worth space, with an emphasis on providing excellent service and having deep client relationships. Building the life you want is a journey, not a destination. It’s about taking small steps that lead to meaningful change. That is why our approach to wealth management and our business model is built on the concept of continuous improvement. We believe that every little effort counts in shaping your future. Let’s take those small steps together and create a career you have always dreamed of. We are growing and hope to find our next Wealth Manager.


In this role, you will enjoy working closely with others who share the goal of doing anything and everything you can to support our team and clients. This is a dynamic position working side-by-side with our Founder and team members and involves a wide range of duties, including retirement modeling, insurance analysis, educational modeling, reviews of estate plan documents, reviews of tax situations, and other financial planning topics. You will attend client review meetings, which are critical in our team-based approach. You will bring confidence, maturity, and exceptional communication skills, with the ability to easily converse with any of our clients and answer financial planning and investment management questions. You will assist in mentoring team members and helping them develop in their careers. You also understand that being part of a small team means assisting in any way that moves the business forward, so you won’t be opposed to assisting in other areas.


You have enough experience in front of clients to be confident in almost any scenario, particularly with high-net-worth clients. You are an extraordinary communicator and calm under pressure. You have a high degree of empathy, and people trust you easily because you are genuine and live to serve others. You are a self-starter, taking initiative and having impeccable follow-through. You pay great attention to detail. You want to master your craft, and you are the type of person who is always looking to improve.


Responsibilities will include:

  • Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage post-meeting action items
  • Utilize financial planning tools to analyze and assist in making recommendations regarding clients’ cash flow, long-term plan, and asset allocation
  • Coordinate, manage, and delegate workflow; handle overflow money movement requests, distributions, journals, trades, and asset transfers
  • Gather, organize, and input client data into our financial planning software and keep it organized in the client’s file
  • Manage data integrity and ensure that records are accurate and are kept current
  • Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance, and review documentation
  • Oversee annual tax reporting and completion of relevant tax documentation with CPAs
  • Perform other duties and special project work as assigned

We are looking for a candidate who has:

  • Minimum bachelor’s degree, preferably in finance, financial planning, or a related field
  • 5+ years of experience within the wealth management industry, preferably in an RIA
  • CFP designation highly preferred, or desire to obtain
  • The ability to be a self-starter, critical thinker, problem-solver, and goal-oriented team player
  • Excellent communication (written and verbal), relationship-building, and organizational skills
  • Identify as a high achiever with a strong desire to learn and grow
  • Enjoys working independently & completes tasks autonomously as assigned
  • Demonstrated ability to multi-task, delegate, and manage a busy workload
  • Adeptness with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Wealthbox CRM, MoneyGuidePro, Holisiplan and/or Tamarac is a plus


What we offer:

  • Competitive salary plus annual bonus
  • Monthly Stipend towards Medical and Dental Expenses
  • 401(k) with a company safe harbor contribution
  • Profit Sharing and Cash Balance Plan
  • Free parking onsite
  • Ongoing career development, including training/certification/licensing reimbursement
  • Free snacks and beverages
  • Generous PTO and paid holidays
  • We abide by a "Live Wellthy" work schedule: After learning our way, you can have hybrid work with more flexible hours