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Senior Wealth Management Associate

2 months ago

Mercer Island, Washington, United States Coldstream Capital Management Full time
About Coldstream Capital Management

Coldstream Capital Management is a leading employee-owned, independently operated wealth management firm that has been earning the trust of affluent families and businesses for over two decades. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service.

Job Summary

We are seeking an experienced Senior Wealth Management Associate to join our Mercer Island team. This role offers the opportunity for career advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor).

Key Responsibilities
  • Act as a primary point of contact for clients, outside advisors, and custodians
  • Participate in client meetings, manage agendas, 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 plans, and asset allocation decisions
  • Prepare analysis for families to provide context for financial decisions, such as buying or maintaining life/disability/LTC insurance, funding 529 plans, or refinancing debt
  • Coordinate, manage, and delegate workflow to the team's Client Service Associates; handle overflow money movement requests, including capital calls, distributions, journals, trades, and asset transfers
  • Oversee annual tax reporting and completion of relevant tax documentation with CPAs
  • Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; review documentation prepared by the team's Client Service Associates
  • Coordinate client 'touch points,' including anniversaries, thank you notes, and gifts
  • Gather, organize, and input client data into the CRM; manage data integrity and ensure that records are kept current
Requirements
  • A Bachelor's degree
  • 3-5+ years of progressively responsible experience in the wealth management industry
  • Series 65 license
  • Financial Paraplanner Qualified Professional (FPQP) designation - and/or working towards the CFP designation (or willingness to achieve the required licenses/designations within 6-12 months)
  • Excellent communication, relationship building, and organizational skills
  • Demonstrated ability to delegate, think critically, solve problems, and manage a busy workload
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, and/or Tamarac is a plus
Benefits
  • Competitive base salary 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: 16-26 days per year plus 10 holidays and an extra paid day off each year to do volunteer work
  • Career development: 100% training/certification/licensing/dues reimbursement, plus documented career paths and a formal mentoring program
  • Parking: heavily subsidized parking or free transit pass
  • Wellness reimbursement