Are you looking to advance your career at a wealth management firm that provides solid work-life balance and a collaborative work culture? Then Coldstream might be a great fit for you!

As an Associate Wealth Manager on one of our growing Bellevue teams, you will ensure that our clients receive outstanding wealth planning and support - and you’ll be on the path to become a full Wealth Manager.

We have a hybrid work environment - in office Tuesdays, Wednesdays, and Thursdays, 7:00 am - 4:00 pm, and you can choose to work remotely the other two days.

Your Contributions Will Be:

Wealth Planning:
Provide holistic wealth planning services to clients, including income tax, estate, wealth transfer, cash flow, retirement, and Social Security planning
Contribute to the firm’s Wealth Strategy Group
Client Relationships:
Develop and manage; initiate frequent client communication, facilitate meetings, present information, and educate clients on various wealth management topics
Cultivate relationships with clients’ other advisors (attorneys, CPAs, bankers)
Investment Management:
In conjunction with the team’s Portfolio Manager, establish and plan for each client’s goals, objectives, risk tolerance, and cash requirements
Business Development:
Develop leads and referrals, meet with prospective clients to present proposals, and identify and close opportunities with existing clients

Experience and Skills

CFP and 3+ years of experience producing and presenting financial plans
Proficiency with eMoney
5+ years of experience in wealth management, including relationship management and an interest in business development
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
Experience with Salesforce CRM and/or Tamarac portfolio management (or similar systems) is a plus
Excellent communication and organizational skills

Job Benefits

Why Coldstream?

Career Development: We invest in your future, with abundant opportunities for professional growth.
Collaborative Culture: Our team members describe our culture as engaging, flexible, supportive, positive, caring, and fun.
Work-Life Balance: Benefit from our flexible hybrid work arrangement and a supportive environment that values work-life integration.

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 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. We have offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.

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 $115-140k plus an annual bonus.

As a Washington’s 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:

Annual bonus based on your personal performance
New Business Incentive program
Generous benefits package
100% paid premiums for medical/dental/vision, short-term and long-term disability & life insurance
401(k): 100% company match up to 4% of your annual pay
Stock: Everyone can purchase equity and become an owner of the firm
Paid Time Off: 16-26 days per year + 10 holidays + 1 paid day to do volunteer work
Career development: 100% training/certification/licensing/dues reimbursement
Wellness reimbursement
Parking: heavily subsidized parking space or transit pass
Anniversary bonuses every 5 years and sabbaticals every 10 years

Coldstream Wealth Management jobs

Associate Wealth Manager