Wealth Management Associate

Wealth Management Associate

Are you a master of connections with a knack for making people feel heard? Do you enjoy the puzzle of translating complicated material into understandable language? Are you great at managing multiple relationships at all levels? If this all sounds exciting to you, then we have the job for you. Our team, formerly known as Cable Hill Partners, has been serving clients for over 11 years, helping them align their financial lives with their values, while ensuring our work reflects our own. We are a team of individuals who strive for excellence in everything we do, from how we show up for one another, to the way we deliver a thoughtful, high-quality client experience. In June of 2025 Cable Hill Partners merged with Coldstream, and now we are looking to grow our team. Team members work from our SW Portland office Monday - Thursday 7:30-4:00pm and Fridays 7:30-2:00pm. After the initial training period, Wealth Management Associates can work remotely 1-2 days per week.

What you will do:

• 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
• Processing money movement transactions based on client directives
• Client Meetings: Participating in client meetings alongside the Wealth Manager and presenting ideas and concepts in an organized and effective manner
• Preparing meeting materials & summaries
• Creating, delegating, and managing post-meeting action items
• Coordinating meeting logistics with clients, internal teams, and centers of influence (COIs)
• Wealth Planning: Assist Wealth Managers in producing financial plans
• Client Onboarding: Oversee and coordinate the client onboarding process
• Serve as a Resource/Mentor for CSAs:
• Delegating tasks to Client Service Associates
• Assisting with the training and development of new or newly promoted client-facing team members

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 within 12-18 months (at Coldstream's expense)
• 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 writing with proper grammar and punctuation
• Strong organizational skills and the ability to follow established processes consistently
• Strong prioritization skills and the ability to manage tasks independently

Keyword: Wealth Management Associate