About this role
Associate Wealth Manager at Coldstream Wealth Management. Location: Bellevue, Washington, United States. Role: Provide planning, Cultivate relationships, Develop leads Requirements: CFP, 3+ years independently producing financial plans, 5+ years wealth management, software proficiency in eMoney/MoneyGuide Pro, Salesforce/Tamarac experience, strong communication. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, MoneyGuide Pro, Salesforce CRM, Tamarac, Microsoft Outlook, Word, Excel, PowerPoint Certifications: cfp Commitment: Full Time Workplace: Hybrid Languages: English