Talent.com
Wealth Management Associate
Wealth Management AssociateAlaska Staffing • Anchorage, AK, US
Wealth Management Associate

Wealth Management Associate

Alaska Staffing • Anchorage, AK, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Wealth Management Associate

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 Wealth Management Associate in our growing Kenai office, you will play a crucial role in ensuring that our clients receive outstanding service and support. We have a hybrid work environment - in office Tuesday through Thursday, work remotely Monday and Friday, 7 : 00am - 4 : 00pm minus lunch. 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 Kenai, Seattle, Mercer Island, Bellevue, and Kirkland, WA, Portland, OR, and Boise, ID.

Specific responsibilities include :

  • Exceptional Client Service : 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 / investment managers
  • Overseeing the gathering of client information and managing data integrity in our CRM
  • Client Meetings : Participating in client meetings alongside our Wealth Manager and presenting ideas and concepts in an organized and effective manner
  • Preparing meeting summaries
  • Creating and managing post-meeting action items
  • Wealth Planning : Assisting the Wealth Manager in creating financial plans
  • Client Onboarding : Overseeing and coordinating the new client onboarding process
  • Serve as a Resource / Mentor for CSA : Delegating tasks to our Client Service Associate Handling overflow money movement requests when the CSA is busy or absent

Required Experience :

  • 2+ years of client service experience in the wealth management industry
  • A Bachelor's degree (finance or related focus is preferred)
  • Series 65 license plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them at Coldstream's expense within 12-18 months
  • 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 skills, including correct grammar and punctuation
  • Strong organizational skills and the ability to follow established processes consistently
  • Strong prioritization skills and the ability to manage tasks independently
  • Excellent reliability

    • Keyword : Wealth Management Associate From : Coldstream Wealth Management

    [job_alerts.create_a_job]

    Wealth Management Associate • Anchorage, AK, US

    [internal_linking.related_jobs]
    Locum Physician (MD / DO) - Family Practice in Anchorage, AK

    Locum Physician (MD / DO) - Family Practice in Anchorage, AK

    LocumJobsOnline • Anchorage, AK, US
    [job_card.full_time]
    LocumJobsOnline is working with All Medical Personnel to find a qualified Family Practice MD in Anchorage, Alaska, 99508!. Family Practice Physician | General Practice Physician | Urgent Care Physic...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    Headway • Anchorage, AK, US
    [job_card.full_time]
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Residential Behavioral Health Specialist - ( Sign - on Bonus )

    Residential Behavioral Health Specialist - ( Sign - on Bonus )

    AKChild & Family • Anchorage, Alaska, United States
    [job_card.full_time]
    Summary of Responsibilities : $$ SIGN ON BONUSES UP TO $1,500 $$ We offer 2 different sign-on bonuses for the Residential Behavioral Health Specialist2. Information on how these bonuses are paid is b...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Veteran & Military Spouse Talent Community

    Veteran & Military Spouse Talent Community

    CBRE • Anchorage, AK, United States
    [job_card.full_time]
    Veteran & Military Spouse Talent Community.Accounting / Finance, Administrative, Building Management, Capital Markets, Communications / Public Relations, Data & Analytics, Data Centers, Engineering / Mai...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Engagement Manager, Integration Delivery

    Senior Engagement Manager, Integration Delivery

    AmerisourceBergen Corporation (Cencora) • Anchorage, AK, United States
    [job_card.full_time]
    Our team members are at the heart of everything we do.At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Licensed Master Social Worker (LMSW) - $2,280 per week in Anchorage, AK

    Travel Licensed Master Social Worker (LMSW) - $2,280 per week in Anchorage, AK

    AlliedTravelNetwork • Anchorage, AK, US
    [job_card.full_time]
    AlliedTravelNetwork is working with Care Career to find a qualified LMSW in Anchorage, Alaska, 99508!.Social Worker (MSW) interviews clients and their families and coordinates and plans programs an...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Mental Health Counselor Bachelors - MHU - Providence Anchorage

    Mental Health Counselor Bachelors - MHU - Providence Anchorage

    Providence Health and Services • Big Lake, Alaska, United States
    [job_card.full_time] +2
    The Mental Health Specialist works with other members of MHS staff to provide clerical and admitting support, patient care through assisting the nursing and clinical staff in unit functions, includ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Licensed Master Social Worker (LMSW) - $2,280 per week in Anchorage, AK

    Travel Licensed Master Social Worker (LMSW) - $2,280 per week in Anchorage, AK

    Care Career • Anchorage, AK, US
    [job_card.full_time]
    Social Worker (MSW) interviews clients and their families and coordinates and plans programs and activities to meet their social and emotional needs. Provides crisis intervention and assists familie...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Dashers - Sign Up and Start Earning

    Dashers - Sign Up and Start Earning

    DoorDash • Willow, AK, United States
    [job_card.full_time] +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP; Financial Consultant - Anchorage, AK

    VP; Financial Consultant - Anchorage, AK

    Charles Schwab • ANCHORAGE, AK, United States
    [job_card.full_time]
    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Click the link below to review our Investment Professionals’. Investment Professionals' Compensation ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Strategy Analyst

    Associate Strategy Analyst

    GCI Communication Corp • Anchorage, Alaska, USA
    [job_card.full_time]
    GCIs Associate Strategy Analyst.Organizations Strategic Finance function with strong modeling and financial governance to help meet strategic goals as outlined by the Strategy Management Office and...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote M&A Associate - AI Trainer ($50-$60 / hour)

    Remote M&A Associate - AI Trainer ($50-$60 / hour)

    Data Annotation • Anchorage, Alaska
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Licensed Master Social Worker (LMSW) - $2,280 per week in Anchorage, AK

    Travel Licensed Master Social Worker (LMSW) - $2,280 per week in Anchorage, AK

    AlliedTravelCareers • Anchorage, Alaska, US
    [job_card.full_time]
    AlliedTravelCareers is working with Care Career to find a qualified LMSW in Anchorage, Alaska, 99508!.Social Worker (MSW) interviews clients and their families and coordinates and plans programs an...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Rheumatology in Anchorage, AK | 70k Recruitment Bonus | 380K+ Proven Income

    Rheumatology in Anchorage, AK | 70k Recruitment Bonus | 380K+ Proven Income

    Jackson Physician Search • Anchorage, US
    [job_card.full_time]
    A thriving nonprofit rheumatology clinic in the stunning city of Anchorage, AK is seeking to hire a BE / BC rheumatologist to join their team. Enjoy a competitive compensation package, including a $70...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Therapy / Rehabilitation-OT Home Health

    Therapy / Rehabilitation-OT Home Health

    Zenex Partners • Anchorage, AK, United States
    [job_card.full_time]
    Job Opportunity : Therapy / Rehabilitation - OT Home Health.Facility : Providence Home Health Alaska.Employment Type : Travel / Contract. Shift : Day (5x8 Hours) 8 : 00 16 : 30.Over Time : 40 total hours in 1 we...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Bering Straits Native Corporation Talent Bank

    Bering Straits Native Corporation Talent Bank

    Bering Straits Native Corporation • Anchorage, AK, US
    [job_card.full_time]
    Talent Bank for Bering Straits Native Corporation Shareholders and Descendants.Bering Straits Native Corporation is committed to increasing Shareholder hire within our family of companies.The Share...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    United States Customs and Border Protection Officer

    United States Customs and Border Protection Officer

    U.S. Customs and Border Protection • Willow, Alaska, US
    [job_card.full_time] +1
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Private Wealth Management Expert - AI Trainer ($100-$100 per hour)

    Remote Private Wealth Management Expert - AI Trainer ($100-$100 per hour)

    Mercor • Anchorage, Alaska, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Australia-based • •Private Wealth Management Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have • •at least 2 years of experi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]