Poughkeepsie, New York
Posted: 09-May-25
Location: Bellevue, Washington
Type: Full Time
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Are you looking for a wealth management firm that provides career development, 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 play a crucial role in ensuring that our clients receive outstanding wealth planning and support.
We have a hybrid work environment - in office Tuesdays, Wednesdays, and Thursdays, 7:00am – 4:00pm. You can choose to work remotely the other two days.
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.
Your Contributions
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), generating referrals and establishing Coldstream as the leading wealth management firm for their clients
Wealth Planning:
- Provide services to clients, including income tax, estate, wealth transfer, cash flow, retirement, and Social Security planning
- Contribute to the firm’s Wealth Strategy Group
Investment Management:
- In conjunction with the team’s Portfolio Manager, establish and plan for each client’s goals, objectives, risk tolerance, and cash requirements; monitor asset allocation and rebalancing needs; create and implement investment plans
Business Development:
- Develop leads and referrals, meet with prospective clients to present proposals, identify and close opportunities with existing clients, consolidating assets and expanding relationships to include other Coldstream offerings.
Your Qualifications
- 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
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.
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 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.