Job Descriptions: Are you looking for a wealth management firm that provides career development, work-life balance, and a collaborative work culture? Then Coldstream might be a great fit for you! As a Senior Wealth Management Associate on one of our growing Bellevue teams, you will play a crucial role in ensuring that our clients receive outstanding wealth planning and support. We have a hybrid work environment - in office Tuesdays, Wednesdays, and Thursdays, 7:00am - 4:00pm. You can choose to work remotely the other two days. 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 believe in our same approach, value open communication, and believe in trusting, life-long relationships. We have offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com. Your Contributions: + Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner + Preparing meeting summaries + Creating and managing post-meeting action items + Wealth Planning: Working with the Wealth Manager/Associate Wealth Manager to produce financial plans (or if you have the CFP, create financial plans independently) + Client Onboarding: Overseeing the new client onboarding process + Serve as a Resource/Mentor for CSAs + Exceptional Client Focus: 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/outside advisors Required Experience: Your Qualifications: + 3-5+ years of experience in the wealth management industry + A Bachelor’s degree + Series 65 license plus the FPQP (paraplanner certification) or first module of CFP - or willing to get them within 12 months; CFP is preferred + Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac portfolio management (or similar systems) is a plus + Excellent communication and organizational skills Keyword: Senior Wealth Management Associate From: Coldstream Wealth Management