Wealth Management Associate

Job Description

Job Description

If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you.

We're adding an experienced Wealth Management Associate to one of our growing Bellevue teams. This position has the opportunity for career advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor).

We have a hybrid work environment, with team members working in our Bellevue office two to three days per week (Tuesday and Wednesday with potential for Thursdays, 7:00-4:00) and then able to work remotely the other days if they choose.

Specific responsibilities include:

• Client Service Excellence: 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
• Processing client-directed money movements and other account-related transactions

• Client Onboarding: Overseeing and coordinating the new client onboarding process

• Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner

• Preparing meeting summaries and comprehensive meeting materials
• Creating and managing post-meeting action items

• Wealth Planning: Assist the team's Wealth Managers in producing financial plans

• Mentorship and Collaboration

• Delegating and overseeing tasks assigned to Client Service Associates (CSAs)
• Providing guidance and mentorship to new client-facing team members, contributing to their professional growth

We are looking for a candidate who has:

• 2+ years of client service experience within the wealth management industry (preferably at an RIA).

• Series 65 license and FPQP® or completion of the first CFP® module (or willingness to obtain within 12 months at Coldstream's expense).

• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with Salesforce CRM, eMoney, and/or Tamarac is preferred.

• Exceptional written and verbal communication skills.

• Strong organizational and prioritization abilities with consistent attention to detail.

• Proven ability to work independently while contributing effectively within a team environment.

• Demonstrated ability to thrive in a fast-paced, client-focused setting.

• A Bachelor's degree

As a 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: Starting at 20 days per year, then increasing 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 and a formal mentoring program

• Parking: heavily subsidized parking 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, and Kirkland, WA, Portland, OR, Boise, ID, and Kenai, AK. For more on Coldstream, please visit

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.