Associate Wealth Manager

Your Contributions Will Be: + Wealth Planning: + Provide holistic wealth planning services to clients, including tax, estate, wealth transfer, cash flow, retirement, and Social Security planning + Contribute to the firm's Wealth Strategy Group body of knowledge and client communications + Client Relationships: + Develop and manage relationships with existing and new client families; initiate frequent client communication, facilitate meetings, present information, and educate clients on various topics + Cultivate relationships with clients' other advisors (attorneys, CPAs, bankers) + Investment Management: + In conjunction with the team's Portfolio Manager, establish and plan for each client's goals, objectives, risk tolerance, and cash requirements + Business Development: + Develop leads and referrals, meet with prospective clients to present proposals, and identify additional opportunities with existing clients Required Experience: + CFP and 3+ years of experience independently producing and presenting financial plans + Proficiency with eMoney or MoneyGuide Pro + 5+ years of wealth management experience, including client relationship management + Interest in acquiring and practicing business development skills + Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint + Experience with Salesforce CRM and/or Tamarac portfolio management (or similar systems) + Excellent communication and organizational skills Keyword: Associate Wealth Manager From: Coldstream Wealth Management As an Associate Wealth Manager on one of our growing Bellevue teams, you will provide outstanding wealth planning and guidance to our high-net-worth clients - and you'll be on the path to become a Wealth Manager (advisor).

Job Descriptions: Are you looking to advance your wealth management career at a firm that provides a collaborative culture and solid work-life balance? Then Coldstream might be a great fit for you! As an Associate Wealth Manager on one of our growing Bellevue teams, you will provide outstanding wealth planning and guidance to our high-net-worth clients - and you'll be on the path to become a Wealth Manager (advisor). We have a hybrid work environment (in office Tuesdays and Wednesdays) with core hours from 8:00am - 5:00pm. Your Contributions Will Be: + Wealth Planning: + Provide holistic wealth planning services to clients, including tax, estate, wealth transfer, cash flow, retirement, and Social Security planning + Contribute to the firm's Wealth Strategy Group body of knowledge and client communications + Client Relationships: + Develop and manage relationships with existing and new client families; initiate frequent client communication, facilitate meetings, present information, and educate clients on various topics + Cultivate relationships with clients' other advisors (attorneys, CPAs, bankers) + Investment Management: + In conjunction with the team's Portfolio Manager, establish and plan for each client's goals, objectives, risk tolerance, and cash requirements + Business Development: + Develop leads and referrals, meet with prospective clients to present proposals, and identify additional opportunities with existing clients Required Experience: + CFP and 3+ years of experience independently producing and presenting financial plans + Proficiency with eMoney or MoneyGuide Pro + 5+ years of wealth management experience, including client relationship management + Interest in acquiring and practicing business development skills + Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint + Experience with Salesforce CRM and/or Tamarac portfolio management (or similar systems) + Excellent communication and organizational skills Keyword: Associate Wealth Manager From: Coldstream Wealth Management