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Coldstream · 14 hours ago

Senior Wealth Management Associate

Portland, OR

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $115K/yr

3+ years exp

Coldstream is an employee-owned, independently operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. They are seeking a Senior Wealth Management Associate to act as a primary point of contact for clients and manage various client service operations, ensuring exceptional service and effective financial planning support.

AdviceFinanceFinancial ServicesRisk ManagementWealth Management

Comp. & Benefits

Responsibilities

Act as a primary point of contact for clients, outside advisors (CPAs/attorneys) and custodians

Participate in client meetings and present ideas and concepts in an organized and effective manner; 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 clients 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 money movement requests

Oversee and coordinate the new client onboarding process

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 CSAs

Coordinate client 'touch points,' including anniversaries, thank you notes, and gifts

Qualification

Wealth Management experienceSeries 65 licenseFinancial planning toolsMicrosoft Office proficiencySalesforce CRMCommunicationRelationship buildingOrganizational skillsCritical thinkingProblem solving

Required

3-5+ years of progressively responsible experience in a comparable role within the Wealth Management industry (preferably at an RIA)

Series 65 license plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them within 12-18 months (at Coldstream's expense)

Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint

Excellent communication, relationship building, and organizational skills

Demonstrated ability to delegate, think critically, solve problems, and manage a busy workload

Demonstrated ability to thrive in a fast-paced, client-focused setting