Associate Wealth Manager

Job Description

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

As an Associate Wealth Manager on one of our growing Bellevue teams, you will provide outstanding wealth planning and guidance to our high-net-worth clients - and you’ll be on the path to become a Wealth Manager (advisor).

We have a hybrid work environment (in office Tuesdays and Wednesdays) with core hours from 8:00am - 5:00pm.

Your Contributions Will Be:

Wealth Planning:

• Provide holistic wealth planning services to clients, including tax, estate, wealth transfer, cash flow, retirement, and Social Security planning
• Contribute to the firm’s Wealth Strategy Group body of knowledge and client communications

Client Relationships:

• Develop and manage relationships with existing and new client families; initiate frequent client communication, facilitate meetings, present information, and educate clients on various 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 additional opportunities with existing clients

Experience And Skills

• CFP and 3 years of experience independently producing and presenting financial plans
• Proficiency with eMoney or MoneyGuide Pro
• 5 years of wealth management experience, including client relationship management
• Interest in acquiring and practicing business development skills
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
• Experience with Salesforce CRM and/or Tamarac portfolio management (or similar systems)
• Excellent communication and organizational skills

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 hybrid work arrangement and a supportive environment that values work-life integration.

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 $130-150k.

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:

• Pay: Competitive base pay 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: 20-28 days per year (increases with tenure) - plus 10 holidays and an extra paid day off each year to do volunteer work
• Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program
• Parking: heavily subsidized parking (you pay just $36 per month) or transit pass
• Wellness reimbursement
• Paid Parental leave: 12 weeks paid for all new parents
• Paid sabbaticals every 10 years and anniversary bonuses every 5 years

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 believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit https://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.