Talent.com
Wealth Management Associate
Wealth Management AssociateColdstream Wealth Management • Portland, OR, US
Wealth Management Associate

Wealth Management Associate

Coldstream Wealth Management • Portland, OR, US
7 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

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
  • 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

    • Benefits :

    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. Base pay typically starts between $80k and $90k, plus an annual bonus and a generous benefits package. Licensed individuals can also participate in our New Business Incentive program.

    As a 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 :

  • Pay : Competitive base salary plus annual bonus
  • Benefits : Fully paid premiums for medical / dental / vision, short-term and long-term disability, and life insurance
  • 401(k) : 100% company match up to 4% of your annual pay
  • Stock : Opportunity to purchase equity and become an owner of the firm
  • Paid Time Off : 16-26 days per year - plus 10 holidays and an extra paid day off each year to do volunteer work
  • Career development : 100% training / certification / licensing / dues reimbursement and a formal mentoring program
  • Parking : Generous contributions to parking or transit pass
  • Wellness reimbursement
  • Paid sabbaticals every 10 years and anniversary bonuses every 5 years
  • Team building events

    • 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 value open communication and believe in trusting, life-long relationships. We have offices in Portland, Bellevue, Mercer Island, Seattle, and Kirkland, WA, Boise, ID, and Kenai, AK. For more on Coldstream, please visit www.coldstream.com

    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.

    Create a job alert for this search

    Wealth Management Associate • Portland, OR, US