Job Descriptions: Are you looking for a wealth management position that provides career development, work-life balance, and a holistic approach to wealth planning? Then this will be a great fit for you! As a Senior Wealth Management Associate in Coldstream’s growing Kenai office, you will play a crucial role on our growing team. We have a hybrid work environment - in office Tuesday through Thursday, work remotely Monday and Friday, 7:00am – 4:00pm. Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses for 28 years. We welcome new colleagues who value collaboration and believe in building long-term relationships with clients. We have offices in Kenai, Seattle, Mercer Island, Bellevue, and Kirkland, WA, Portland, OR, and Boise, ID. For more on Coldstream, please visit www.coldstream.com. Specific responsibilities include: + Client Meetings: Participating in client meetings alongside the office’s Wealth Manager andpresenting clients with ideas and concepts in an organized and effective manner + Preparing meeting summaries + Creating and managing post-meeting action items + Wealth Planning: Working with the Wealth Manager to produce financial plans + Client Onboarding: Overseeing the new client onboarding process + Serve as a Resource/Mentor for CSA + 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/outside advisors Required Experience: + 3-5+ years of experience in the wealth management industry + A Bachelor’s degree (finance or related focus is preferred) + Series 65 license plus the CFP - or willing to get the CFP 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 and organizational skills Keyword: Wealth Management Associate From: Coldstream Wealth Management