Senior Wealth Management Associate
Coldstream, Bellevue, WA, United States
Senior Wealth Management Associate
We’re adding a Senior Wealth Management Associate to a fast‑growing team in Bellevue. As a Sr. Wealth Management Associate, you will build relationships, translate complex information, and coordinate the delivery of outstanding client service.
This position provides opportunity for career advancement within client service or toward becoming a Wealth Manager (advisor). You will work in a hybrid model: three days in our Bellevue office (Tuesday through Thursday, 7:00‑4:00) and remote the remaining two days if you choose.
Responsibilities
Act as a primary point of contact for clients, outside advisors (CPAs/attorneys), and custodians
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 decisions
Prepare analysis for clients 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 as needed, including capital calls, distributions, journals, trades, and asset transfers
Oversee annual tax reporting and completion of relevant tax documentation in coordination with CPAs
Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; review documentation prepared by CSAs
Coordinate client "touch points," including anniversaries, thank you notes, and gifts
Experience and Skills
5+ years of progressively responsible experience in the wealth management industry (preferably at an RIA)
Series 65 license (or equivalent)
Financial Paraplanner Qualified Professional (FPQP) designation or completion of the first module of the CFP designation (or willingness to obtain one of them within 12 months at Coldstream’s expense)
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac is a plus
Exceptional communication, relationship building, and organizational skills
Demonstrated ability to delegate, think critically, solve problems, and manage a busy workload
A Bachelor’s degree
Benefits
Competitive base pay plus annual bonus; base pay typically starts between \$100k and \$120k, plus an annual bonus and generous benefits package
Licensed individuals eligible to participate in our New Business Incentive program
Fully paid premiums for medical, dental, vision, short‑term and long‑term disability, and life insurance
401(k) with 100% company match up to 4% of your annual pay
Opportunity to purchase equity and become an owner of the firm
Paid Time Off: starting at 20 days per year, increasing with tenure; plus 10 holidays and an extra paid day off each year for volunteer work
Career development: 100% training, certification, licensing, and dues reimbursement, plus a formal mentoring program
Parking: heavily subsidized parking or transit pass
Wellness reimbursement
Paid parental leave: 12 weeks paid for all new parents
Paid sabbaticals every 10 years and anniversary bonuses every 5 years
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We’re adding a Senior Wealth Management Associate to a fast‑growing team in Bellevue. As a Sr. Wealth Management Associate, you will build relationships, translate complex information, and coordinate the delivery of outstanding client service.
This position provides opportunity for career advancement within client service or toward becoming a Wealth Manager (advisor). You will work in a hybrid model: three days in our Bellevue office (Tuesday through Thursday, 7:00‑4:00) and remote the remaining two days if you choose.
Responsibilities
Act as a primary point of contact for clients, outside advisors (CPAs/attorneys), and custodians
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 decisions
Prepare analysis for clients 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 as needed, including capital calls, distributions, journals, trades, and asset transfers
Oversee annual tax reporting and completion of relevant tax documentation in coordination with CPAs
Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; review documentation prepared by CSAs
Coordinate client "touch points," including anniversaries, thank you notes, and gifts
Experience and Skills
5+ years of progressively responsible experience in the wealth management industry (preferably at an RIA)
Series 65 license (or equivalent)
Financial Paraplanner Qualified Professional (FPQP) designation or completion of the first module of the CFP designation (or willingness to obtain one of them within 12 months at Coldstream’s expense)
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac is a plus
Exceptional communication, relationship building, and organizational skills
Demonstrated ability to delegate, think critically, solve problems, and manage a busy workload
A Bachelor’s degree
Benefits
Competitive base pay plus annual bonus; base pay typically starts between \$100k and \$120k, plus an annual bonus and generous benefits package
Licensed individuals eligible to participate in our New Business Incentive program
Fully paid premiums for medical, dental, vision, short‑term and long‑term disability, and life insurance
401(k) with 100% company match up to 4% of your annual pay
Opportunity to purchase equity and become an owner of the firm
Paid Time Off: starting at 20 days per year, increasing with tenure; plus 10 holidays and an extra paid day off each year for volunteer work
Career development: 100% training, certification, licensing, and dues reimbursement, plus a formal mentoring program
Parking: heavily subsidized parking or transit pass
Wellness reimbursement
Paid parental leave: 12 weeks paid for all new parents
Paid sabbaticals every 10 years and anniversary bonuses every 5 years
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