Senior Wealth Management Associate - Coldstream Wealth Management

Job Descriptions: At Coldstream Wealth Management, we're adding an experienced Senior Wealth Management Associate to our Mercer Island team. If you want to utilize your client service and financial planning experience and advance your career in wealth management, this could be the perfect next step for you. 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 office two days per week (on this team, Tuesdays and Thursdays, 8-5:00) and then able to work remotely the other three days if they choose. Coldstream is an employee-owned, independently operated wealth management firm that's been earning the trust of affluent families and businesses for 26 years. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. Founded in 1996, the firm has offices in Mercer Island, Bellevue, Seattle, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com . Responsibilities include: + 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 families 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, including capital calls, distributions, journals, trades, and asset transfers + Oversee annual tax reporting and completion of relevant tax documentation with CPAs + Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; review documentation prepared by the team's Client Service Associates + Coordinate client 'touch points,' including anniversaries, thank you notes, and gifts + Gather, organize, and input client data into the CRM; manage data integrity and ensure that records are kept current Required Experience: + A Bachelor's degree + 3-5+ years of progressively responsible experience in the wealth management industry + Series 65 license + Financial Paraplanner Qualified Professional (FPQP) designation - and/or working towards the CFP designation (or willingness to achieve the required licenses/designations within 6-12 months) + Excellent communication, relationship building, and organizational skills + Demonstrated ability to delegate, think critically, solve problems, and manage a busy workload + Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, and/or Tamarac is a plus Keyword: Senior Wealth Management Associate From: Coldstream Wealth Management