Job Descriptions: Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career! As a Senior Wealth Management Associate on one of our largest teams in Bellevue, you will play a crucial role by utilizing your client service and financial planning experience. 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 2 days per week (Tuesdays and Wednesdays, 7-4:00pm) most weeks, and then able to work remotely the other 3 days if they choose. What you will contribute: + Act as a primary point of contact for clients, outside advisors (CPAs/attorneys) and custodians + Participate in client meetings, manage agendas, 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 CSAs Required Experience: What you will bring: + 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 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 Coldstream is an employee-owned, independently operated wealth management firm that’s been earning the trust of affluent families and businesses for 28 years. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who value open communication and believe in trusting, life-long relationships. We have offices in Bellevue, Mercer Island, Seattle, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com 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 between $80k - $120k plus an annual bonus and a generous benefits package with potential to participate in the New Business Incentive program for licensed individuals. Keyword: Senior Wealth Management Associate From: Coldstream Wealth Management