Wealth Management Professional

4 weeks ago

Bellevue, Washington, United States Coldstream Wealth Management Full time
Job Opportunity at Coldstream Wealth Management

Coldstream Wealth Management is a leading wealth management firm that provides exceptional service and support to its clients. We are seeking a highly motivated and experienced Wealth Management Associate to join our team.

Key Responsibilities
  • Provide exceptional client service, anticipating client needs and addressing concerns in a timely and professional manner.
  • Partner with custodians and investment managers to ensure seamless client experiences.
  • Oversee the gathering of client information and manage data integrity to ensure accurate and up-to-date client records.
  • Assist in the preparation of client meetings and presentations, ensuring that clients receive clear and concise information about their financial plans.
  • Collaborate with the wealth management team to develop and implement comprehensive financial plans that meet the unique needs of each client.
  • Coordinate the onboarding process for new clients, ensuring a smooth and efficient transition into our services.
  • Act as a resource and mentor for Client Service Associates, providing guidance and support to help them develop their skills and knowledge.
Requirements
  • 2+ years of experience in client service in the wealth management industry.
  • Bachelor's degree in finance or a related field.
  • Series 65 license and FPQP certification or willingness to obtain within 12-18 months.
  • Proficiency in Microsoft Office and experience with CRM software, portfolio management systems, and other relevant tools.
  • Excellent communication and organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
Benefits
  • Career development opportunities, including training, certification, and mentoring programs.
  • A comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) plan with a 100% company match.
  • A generous paid time off policy, including 16 days per year, plus 10 holidays and an extra paid day off for volunteer work.
  • Heavily subsidized parking or a free transit pass.
  • Wellness reimbursement program.

Coldstream Wealth Management is an employee-owned, independently-operated firm that values diversity, equity, and inclusion. We welcome applicants from diverse backgrounds and are committed to creating a workplace culture that is inclusive and supportive of all team members.

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