Job Information
Coldstream Wealth Management Senior Wealth Management Associate in Mercer Island, Washington
Job Descriptions:
WHO WE ARE:
Coldstream Wealth Management
Founded in 1996
Employee-owned (about 2/3 of our 195 team members are shareholders) and independently operated
Offices in Mercer Island, Bellevue, Seattle, Kirkland, Portland, Boise, and Kenai, AK
WHAT MAKES US DIFFERENT:
We’re a Washington’s Best Workplaces awardee, and our team members use these words to describe our culture: collaborative, engaging, supportive, positive, flexible, integrity, caring, fun, collegial, inclusive
We have a hybrid work environment, with team members working in office 2 days per week (on this Mercer Island team, Tuesdays & Thursdays, 8-5:00) and then able to work remotely the other 3 days.
We have created defined, documented career paths, including paths within client service and towards becoming a Wealth Manager (advisor) or Portfolio Manager
Formal mentoring program
HOW A SR. WEALTH MANAGEMENT ASSOCIATE CONTRIBUTES TO THE TEAM:
Act as a primary point of contact for clients, outside advisors and custodians
Client meetings: manage agenda, record notes, prepare summary emails & manage post-meeting action items
Financial planning: analyze & assist in making recommendations
Prepare analyses for client families to provide context for financial decisions
Coordinate & delegate workflow to the team’s CSAs
Oversee annual tax reporting
Oversee client onboarding
Coordinate client 'touch points"
Required Experience:
Bachelor's degree
3-5+ years of experience as a CSA and/or Associate
Excellent communication, relationship building, and organizational skills
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, and/or Tamarac is a plus
Series 65, FPQP, and/or working towards the CFP are preferred - or willingness to get them within 12 months
Keyword: Senior Wealth Management Associate
From: Coldstream Wealth Management
