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Wealth Manager

Company: Coldstream Wealth Management
Location: Bellevue
Posted on: November 23, 2022

Job Description:

Job Description:Are you a financial advisor who is looking for an opportunity to advance your career and move towards team management and equity ownership? At Coldstream, one of our growing Bellevue teams is looking to add a Wealth Manager (advisor) who will be part of the succession plan for the current Team Lead (Lead Advisor/team manager).This Wealth Manager will provide exceptional service to existing and new clients and add new clients through business development activities.Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses for 26 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. Founded in 1996, the firm has offices in Bellevue, Seattle, Mercer Island, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit https://www.coldstream.com/.The ideal candidate will have broad and deep experience counselling high-net-worth families regarding their entire financial situation, including sophisticated long-term financial planning, investments, estate, tax and cash flow planning, and philanthropic guidance.Specific responsibilities will include:Client relationship development and management: initiating frequent client communication; meeting facilitation, presentation, and education; consulting with clients' other advisorsBusiness development: developing leads and referrals; meeting with prospective clients to present proposals; representing the firm at industry events and in the communityFinancial planning: working with clients to create financial plans and coordinate their entire financial situation, including estate planning and tax planningInvestment management: in conjunction with the team's Portfolio Manager, establishing and planning for each client's goals, objectives, risk tolerance, and cash requirements; monitoring asset allocation and rebalancing needs; creating and implementing investment plansRequired Experience:We are looking for a candidate who has:5-10+ years of experience in financial advisory services, including managing, identifying, building, and developing client relationshipsSuperior communication skills (written, verbal, listening, and presentation)Entrepreneurial focus with a strong work ethicThe desire to provide outstanding, proactive client service in a team-oriented environmentA Bachelor's degree (Master's degree or JD is a plus)CFPProficiency with Microsoft Outlook, Word, Excel, PowerPoint, and CRM softwareFrom: Coldstream Wealth ManagementBenefits:We provide an upbeat, friendly environment where you will be rewarded for taking initiative, collaborating, and having fun while doing it. We also offer a full compensation and benefits package to meet your needs:Competitive salary, generous annual performance bonus opportunity, and new business incentiveOpportunity for meaningful equity ownershipFully-paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance401(k) with 100% company match up to 4% of your annual payHeavily subsidized parking or a fully-paid ORCA passOngoing career development, including 100% training/certification/licensing/dues reimbursementGenerous paid time off plus 10 holidays and an extra paid day off each year to do volunteer work (with Coldstream teams or on your own)Annual wellness reimbursementHybrid work schedule: 2-3 days per week working remotelyColdstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members' perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

Keywords: Coldstream Wealth Management, Bellevue , Wealth Manager, Executive , Bellevue, Washington

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