Wealth Manager

Job Description

Job Description

Are you a financial advisor who's looking for an opportunity to advance your career? At Coldstream, one of our Bellevue teams is looking to add a Wealth Manager (advisor) who will contribute to continued growth through business development activities and providing exceptional service to existing client families.

Coldstream is an employee-owned, independently operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. 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. The firm has offices in Bellevue, Seattle, Mercer Island, Kirkland, 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.

Your Contributions :

• Client relationship development and management : initiating frequent client communication; meeting facilitation, presentation, and education; consulting with clients' other advisors
• Business development : developing leads and referrals; meeting with prospective clients to present proposals; representing the firm at industry events and in the community
• Financial planning : working with clients to create financial plans and coordinate their entire financial situation, including estate planning and tax planning
• Investment 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 plans

Your Qualifications :

Benefits : Why Coldstream?

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. Starting base salary ranges from $150-200k plus meaningful incentive pay

As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members :

100% paid premiums for medical / dental / vision, short-term and long-term disability & life insurance

Coldstream 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.