Wealth Management Professional
6 days ago
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.
- 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.
- 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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