Coldstream
About the Role
As a Wealth Management Associate on one of our growing Bellevue teams, you will play a crucial role in ensuring that our clients receive outstanding service and support. We have a hybrid work environment – in office Tuesdays, Wednesdays, and Thursdays, 7:00 a.m. – 4:00 p.m. minus lunch.
Responsibilities
Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly.
Serving as a primary point of contact with clients
Partnering with custodians/investment managers
Overseeing the gathering of client information and managing data integrity
Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner.
Preparing meeting summaries
Creating and managing post‑meeting action items
Wealth Planning: Assisting the team’s Wealth Managers in producing financial plans.
Client Onboarding: Overseeing and coordinating the new client onboarding process.
Serve as a Resource/Mentor for CSAs:
Delegating tasks to Client Service Associates
Handling overflow money movement requests when CSAs are busy or absent
Experience and Skills
2+ years of client service experience in the wealth management industry
A Bachelor’s degree (finance or related focus preferred)
Series 65 license plus the FPQP (paraplanner certification) or first module of CFP – willing to obtain them within 12‑18 months at Coldstream’s expense
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, eMoney, and/or Tamarac portfolio management is a plus
Excellent communication skills, including writing business correspondence with 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
Excellent reliability
Benefits
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 annual pay
Stock: Opportunity to purchase equity and become an owner of the firm
Paid Time Off: Starting at 16 days per year, increasing with tenure – plus 10 holidays and an extra paid day off each year for volunteer work
Career development: 100% training, certification, licensing, dues reimbursement, and mentoring program
Parking: Heavily subsidized parking or free transit pass
Wellness reimbursement
Paid sabbaticals every 10 years and anniversary bonuses every 5 years
Compensation Base pay typically starts between $70,000 and $90,000, plus an annual bonus and a generous benefits package.
Inclusion and Diversity Coldstream is committed to inclusion and diversity. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents they bring. All individuals are treated with respect, and everyone feels confident that they belong.
About Coldstream Coldstream is an employee‑owned, independently‑operated wealth management firm that has earned the trust of affluent families and businesses for 26 years. Founded in 1996, our offices are located in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.
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Responsibilities
Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly.
Serving as a primary point of contact with clients
Partnering with custodians/investment managers
Overseeing the gathering of client information and managing data integrity
Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner.
Preparing meeting summaries
Creating and managing post‑meeting action items
Wealth Planning: Assisting the team’s Wealth Managers in producing financial plans.
Client Onboarding: Overseeing and coordinating the new client onboarding process.
Serve as a Resource/Mentor for CSAs:
Delegating tasks to Client Service Associates
Handling overflow money movement requests when CSAs are busy or absent
Experience and Skills
2+ years of client service experience in the wealth management industry
A Bachelor’s degree (finance or related focus preferred)
Series 65 license plus the FPQP (paraplanner certification) or first module of CFP – willing to obtain them within 12‑18 months at Coldstream’s expense
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, eMoney, and/or Tamarac portfolio management is a plus
Excellent communication skills, including writing business correspondence with 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
Excellent reliability
Benefits
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 annual pay
Stock: Opportunity to purchase equity and become an owner of the firm
Paid Time Off: Starting at 16 days per year, increasing with tenure – plus 10 holidays and an extra paid day off each year for volunteer work
Career development: 100% training, certification, licensing, dues reimbursement, and mentoring program
Parking: Heavily subsidized parking or free transit pass
Wellness reimbursement
Paid sabbaticals every 10 years and anniversary bonuses every 5 years
Compensation Base pay typically starts between $70,000 and $90,000, plus an annual bonus and a generous benefits package.
Inclusion and Diversity Coldstream is committed to inclusion and diversity. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents they bring. All individuals are treated with respect, and everyone feels confident that they belong.
About Coldstream Coldstream is an employee‑owned, independently‑operated wealth management firm that has earned the trust of affluent families and businesses for 26 years. Founded in 1996, our offices are located in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.
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