Wealth Management Associate
Coldstream, Bellevue, WA, United States
Job Summary
If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you.
We’re adding an experienced Senior Wealth Management Associate to one of our growing Bellevue teams. This position has the opportunity for career advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor).
We have a hybrid work environment, with team members working in our Bellevue office three days per week (Tuesday through Thursday, 7:00‑4:00) and then able to work remotely the other two days if they choose.
Responsibilities
Client Service Excellence: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly
Serving as a primary point of contact with clients
Partnering with custodians/investment managers
Overseeing the gathering of client information and managing data integrity
Processing client‑directed money movements and other account‑related transactions
Client Onboarding: Overseeing and coordinating the new client onboarding process
Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner
Preparing meeting summaries and comprehensive meeting materials
Creating and managing post‑meeting action items
Wealth Planning: Assist the team’s Wealth Managers in producing financial plans
Mentorship and Collaboration: Delegating and overseeing tasks assigned to Client Service Associates (CSAs) and providing guidance and mentorship to new client‑facing team members, contributing to their professional growth
Experience and Skills
2+ years of client service experience within the wealth management industry (preferably at an RIA).
Series 65 license and FPQP® or completion of the first CFP® module (or willingness to obtain within 12 months at Coldstream’s expense).
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with Salesforce CRM, eMoney, and/or Tamarac is preferred.
Exceptional written and verbal communication skills.
Strong organizational and prioritization abilities with consistent attention to detail.
Proven ability to work independently while contributing effectively within a team environment.
Demonstrated ability to thrive in a fast‑paced, client‑focused setting.
A Bachelor’s degree.
Benefits
In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts at $80k – $100k, plus an annual bonus opportunity and a generous benefits package. Licensed individuals are eligible to participate in our New Business Incentive program as well.
Pay: Competitive base pay 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: Starting at 20 days per year, then increasing with tenure – plus 10 holidays and an extra paid day off each year to do volunteer work
Career development: 100% training/certification/licensing/dues reimbursement and 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
Equal Opportunity Employer
Coldstream is an equal opportunity employer. All qualified applicants will receive consideration for employment.
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If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you.
We’re adding an experienced Senior Wealth Management Associate to one of our growing Bellevue teams. This position has the opportunity for career advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor).
We have a hybrid work environment, with team members working in our Bellevue office three days per week (Tuesday through Thursday, 7:00‑4:00) and then able to work remotely the other two days if they choose.
Responsibilities
Client Service Excellence: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly
Serving as a primary point of contact with clients
Partnering with custodians/investment managers
Overseeing the gathering of client information and managing data integrity
Processing client‑directed money movements and other account‑related transactions
Client Onboarding: Overseeing and coordinating the new client onboarding process
Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner
Preparing meeting summaries and comprehensive meeting materials
Creating and managing post‑meeting action items
Wealth Planning: Assist the team’s Wealth Managers in producing financial plans
Mentorship and Collaboration: Delegating and overseeing tasks assigned to Client Service Associates (CSAs) and providing guidance and mentorship to new client‑facing team members, contributing to their professional growth
Experience and Skills
2+ years of client service experience within the wealth management industry (preferably at an RIA).
Series 65 license and FPQP® or completion of the first CFP® module (or willingness to obtain within 12 months at Coldstream’s expense).
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with Salesforce CRM, eMoney, and/or Tamarac is preferred.
Exceptional written and verbal communication skills.
Strong organizational and prioritization abilities with consistent attention to detail.
Proven ability to work independently while contributing effectively within a team environment.
Demonstrated ability to thrive in a fast‑paced, client‑focused setting.
A Bachelor’s degree.
Benefits
In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts at $80k – $100k, plus an annual bonus opportunity and a generous benefits package. Licensed individuals are eligible to participate in our New Business Incentive program as well.
Pay: Competitive base pay 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: Starting at 20 days per year, then increasing with tenure – plus 10 holidays and an extra paid day off each year to do volunteer work
Career development: 100% training/certification/licensing/dues reimbursement and 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
Equal Opportunity Employer
Coldstream is an equal opportunity employer. All qualified applicants will receive consideration for employment.
#J-18808-Ljbffr