Coldstream · 2 months ago
Associate Wealth Manager
Kenai, AK
Full-time
Hybrid
Mid, Senior Level
$115K/yr - $140K/yr
5+ years expColdstream Wealth Management is an employee-owned, independently-operated wealth management firm dedicated to providing comprehensive wealth planning services. As an Associate Wealth Manager, you will assist in delivering outstanding services to clients while developing your career towards becoming a full Wealth Manager.
AdviceFinanceFinancial ServicesRisk ManagementWealth Management
Responsibilities
Provide holistic wealth planning services to clients, including income tax, estate, wealth transfer, cash flow, retirement, and Social Security planning
Contribute to the firm’s Wealth Strategy Group, including attending meetings and semi-annual in-person retreats, participating in a committee, and creating materials that are shared internally and with clients
Develop and manage: initiate frequent client communication, facilitate meetings, present information, and educate clients on various wealth management topics
Cultivate relationships with clients’ other advisors (attorneys, CPAs, bankers)
In conjunction with the team’s Portfolio Manager, establish and plan for each client’s goals, objectives, risk tolerance, and cash requirements
Develop leads and referrals, meet with prospective clients to present proposals, and identify and close opportunities with existing clients
Qualification
Required
CFP and 3+ years of experience producing and presenting financial plans
Proficiency with eMoney
5+ years of experience in wealth management, including client relationship management and an interest in business development
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
Excellent communication and organizational skills
Preferred
Experience with Salesforce CRM and/or Tamarac portfolio management (or similar systems) is a plus
Benefits
Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
100% company match up to 4% of your annual pay
Opportunity to purchase equity and become an owner of the firm
16-26 days per year plus 10 holidays and an extra paid day off each year to do volunteer work
100% training/certification/licensing/dues reimbursement and a formal mentoring program
Wellness reimbursement
Paid sabbaticals every 10 years and anniversary bonuses every 5 years
Company
Coldstream
Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Matt Sonnen
Chief Operating Officer
Recent News
2025-06-03
Seattle TechFlash
2025-03-27
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