Coldstream
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Be among the first 25 applicants.
Job Description 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. 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 2025 Cable Hill Partners merged with Coldstream, and we are now looking to grow our team.
Team members work from our SW Portland office Monday—Thursday 7:30–4:00 pm and Fridays 7:30–2:00 pm. After the initial training period, Wealth Management Associates can work remotely one to two days per week.
What you will do
Exceptional Client Service – going above and beyond to anticipate client needs, address concerns, and resolve issues quickly.
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 itemsCoordinating 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 Client Service Associates – delegating tasks and assisting with training and development of new or promoted team members.
Experience and Skills
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 obtain 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 written communication skills, including 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.
Job Benefits Base pay typically starts between $80 k and $90 k, plus an annual bonus and a generous benefits package. Licensed individuals can also participate in our New Business Incentive program.
Competitive base salary plus annual bonus.
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.
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.
Inclusion and Diversity Coldstream is committed to inclusion and diversity. We welcome and support team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. 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.
Location Coldstream is an employee‑owned, independently operated wealth management firm with offices in Portland, Bellevue, Mercer Island, Seattle, and Kirkland, WA, Boise, ID, and Kenai, AK. Offices are located in SW Portland (main office). For more on Coldstream, please visit www.coldstream.com.
Referrals increase your chances of interviewing at Coldstream by 2x.
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Be among the first 25 applicants.
Job Description 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. 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 2025 Cable Hill Partners merged with Coldstream, and we are now looking to grow our team.
Team members work from our SW Portland office Monday—Thursday 7:30–4:00 pm and Fridays 7:30–2:00 pm. After the initial training period, Wealth Management Associates can work remotely one to two days per week.
What you will do
Exceptional Client Service – going above and beyond to anticipate client needs, address concerns, and resolve issues quickly.
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 itemsCoordinating 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 Client Service Associates – delegating tasks and assisting with training and development of new or promoted team members.
Experience and Skills
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 obtain 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 written communication skills, including 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.
Job Benefits Base pay typically starts between $80 k and $90 k, plus an annual bonus and a generous benefits package. Licensed individuals can also participate in our New Business Incentive program.
Competitive base salary plus annual bonus.
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.
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.
Inclusion and Diversity Coldstream is committed to inclusion and diversity. We welcome and support team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. 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.
Location Coldstream is an employee‑owned, independently operated wealth management firm with offices in Portland, Bellevue, Mercer Island, Seattle, and Kirkland, WA, Boise, ID, and Kenai, AK. Offices are located in SW Portland (main office). For more on Coldstream, please visit www.coldstream.com.
Referrals increase your chances of interviewing at Coldstream by 2x.
#J-18808-Ljbffr