Senior Wealth Management Associate

2 days ago

Mercer Island, Washington, United States Coldstream Wealth Management Full time
Job Opportunity

Coldstream Wealth Management is seeking an experienced Senior Wealth Management Associate to join our team on Mercer Island. As a key member of our team, you will be responsible for providing exceptional client service and financial planning expertise to our clients.

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

Coldstream Wealth Management offers a comprehensive benefits package that focuses on the growth, health, and wellness of our team members:

  • 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
  • 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

Coldstream Wealth Management is committed to inclusion and diversity. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members' perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

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