Associate Wealth Manager

Full-time

Coldstream Wealth Management

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

Keyword: Associate Wealth Manager
Required Experience:

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

From: Coldstream Wealth Management

Apply

Vacancy posted 6 days ago

Similar jobs that could be interesting for youBased on the Associate Wealth Manager in Bellevue, WA vacancy

Associate Property Manager
$75k
...About the Role: As a CBRE Associate Property Manager, you will manage a variety of financial activities for a large market to drive financial performance and client satisfaction. This job is part of the Property Management job function. They are responsible for...
Suggested
Work at office
Visa sponsorship
Flexible hours
CBRE
Seattle, WA
1 day ago
Entry Level - Wealth Manager
...about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. R Role Highlights Client Engagement: Build and nurture client relationships through networking...
Suggested
Full time
Work experience placement
Work at office
Local area
Flexible hours
Equitable Advisors
Bellevue, WA
1 day ago
Associate Territory Manager
$200k
...Associate Sales Representative – | Seattle Global medical device industry leader is hiring an Associate Sales Representative to join its high-performing surgical sales team in Seattle. This is an outstanding opportunity to break into medical sales, gain hands-on...
Suggested
Accordance Search Group
Bellevue, WA
2 days ago
Associate Manager (WA)
...on you, this is the role for you. This position supports all administrative functions of the property management team and ensures that homeowner association setup/information in CINC is well maintained. You create the first impression when homeowners and vendors come...
Suggested
Work at office
Immediate start
Monday to Friday
Flexible hours
Seabreeze Management Company
Bellevue, WA
16 days ago
Associate Advisor (Relationship Manager)
$50k
...75K+) plus comprehensive benefits Overview: Our client is a thriving, growth-oriented independent wealth management firm seeking an ambitious Associate Advisor (Relationship Manager) to join their collaborative advisory team in Bellevue, Washington. This...
Suggested
Full time
Monday to Friday
CMC Recruiting
Bellevue, WA
2 days ago
Associate Sales Manager
$68.4k - $102.6k
...Associate Sales Manager Our Associate Sales Managers are seasoned retail leaders with natural charisma. In this role, you will collaborate with the Store Leader to recruit, train, develop, and manage a dynamic store team, contributing to Tesla's mission of accelerating...
Hourly pay
Full time
Temporary work
Local area
Relocation
Flexible hours
Weekend work
Afternoon shift
Tesla
Bellevue, WA
4 days ago
Associate Portfolio Manager - Equity and Fixed Income
$100k - $140k
...Job Description We are a rapidly growing regional wealth manager with offices in Bellevue, Spokane, Portland, San Francisco, and Napa... ...through the complexities of managing wealth. \n \n The Associate Portfolio Manager - Equity and Fixed Income plays a key part...
Work at office
Evergreen Gavekal
Bellevue, WA
7 days ago
Property Manager
$120k - $140k
...Your New Organization A highly regarded commercial real estate owner/operator is seeking an experienced Commercial Property Manager to oversee a diverse 700,000 SF portfolio of office and retail assets located throughout the Greater Seattle market. The organization has...
Full time
Work at office
Hays
Bellevue, WA
4 days ago
Property Manager
...SUMMARY The Property Manager is responsible for the day to day operations of an assigned portfolio of properties, including tenant... ...and Excel ~ Yardi experience preferred, but not required ~ Associates degree in Business Management preferred ~ Demonstrates professionalism...
Full time
Contract work
For contractors
Local area
Urban Renaissance Group
Bellevue, WA
22 hours ago
Associate Director of Real Estate Development
$130k - $145k
...Job Description Job Description Associate Director of Real Estate Development Posted on: 08/04/2026 Location: LIHI Main Office... ...Director works with the Director of Housing Development to manage real estate development for LIHI. The position is responsible for...
Permanent employment
Full time
For contractors
Work at office
Low Income Housing Institute
Seattle, WA
a month ago
Wealth Manager - Retirement Benefits Group
Equitable Advisors in Bellevue, WA, seeks a Wealth Management Associate in the Retirement Benefits Group to serve professionals in education, healthcare, and government, helping secure retirement needs. The role offers a path to becoming a wealth manager through licensing...
Equitable Advisors
Bellevue, WA
1 day ago
Commercial Property Manager
$75k - $90k
...DCL Management is a dynamic commercial real estate firm managing over 650,000 square feet in the Puget Sound Area. We specialize in fostering long-term relationships with tenants and clients, providing tailored solutions for businesses and families alike. Join our innovative...
Full time
For contractors
Work at office
DCL Management, LLC.
Kirkland, WA
22 hours ago
【Contractor】 Independent Financial Advisor
...income tax compliance, international tax planning, cross-border wealth structuring, and estate planning. Our team is 100% bilingual in... ...Leverage Mandarin fluency to effectively consult, build trust, and manage relationships with Chinese-speaking HNWIs and cross-border...
Contract work
For contractors
Remote work
Work from home
Flexible hours
Hongxin Wealth & Tax Planning Group
Bellevue, WA
1 day ago
Senior Property Manager
$165k - $190k
...portfolio of office and industrial properties in the Pacific Northwest. The organization is seeking an experienced Senior Property Manager to take a hands-on leadership role overseeing day-to-day property operations, financial performance, capital projects, and tenant relationships...
For contractors
Work at office
Relocation
Bisnow
Bellevue, WA
2 days ago
Associate Manager, Drive
$105.4k - $155k
...building the next generation of fulfillment services to power delivery for merchants and customers alike. We're looking for an Associate Manager to join our Go-to-Market team and scale our next big bet in e-commerce/logistics.About the RoleYou will drive the revenue and...
Hourly pay
Work at office
Local area
Remote work
Flexible hours
Shift work
Doordash
Seattle, WA
4 days ago
Director of Real Estate Economics
$179.93k - $205.63k
...decision-making. The successful candidate will serve as both a technical expert and mentor, leading business development and program management efforts, guiding complex assignments, managing teams, and engaging directly with clients. The responsibilities of this position...
Full time
Local area
Flexible hours
STV Group
Bellevue, WA
4 days ago
Assistant Property Manager
Job TitleAssistant Property ManagerJob Description SummaryThe Assistant Property Manager is responsible for assisting in all areas defined as a part of the Sr. Assistant Property Manager job description, as well as performing property administrator job duties if there is...
Minimum wage
Full time
Contract work
For contractors
Work at office
Local area
Flexible hours
Cushman & Wakefield
Bellevue, WA
2 days ago
Director, Intellectual Property
$199k - $256k
...Director of Intellectual Property with extensive experience within the biotech/pharma space. This position will be responsible for managing intellectual property matters critical to the Company’s success, counselling senior Company business leaders, developing and...
Contract work
Work at office
Local area
Worldwide
Eupraxia Pharmaceuticals
Kirkland, WA
22 hours ago
Associate Director - Math
$82.6k - $84.58k
...The AoPS Academy Associate Director at our Bellevue campus is responsible for assisting with the campus’s administrative and logistical... ...be the right job for you if you are looking to build on your management and leadership experience, have strong subject knowledge in math...
Full time
Part time
Summer work
H1b
Relocation package
Monday to Friday
Shift work
Weekend work
Afternoon shift
AoPS Incorporated
Bellevue, WA
2 days ago
Associate Territory Manager (Seattle Based)
...specifically to support hormone health. This role will need to reside the Seattle area. Position Summary: The Associate Territory Manager is primarily responsible for providing continued sales support (both remotely and in-person) for established accounts...
Full time
Work at office
Local area
Remote work
Biote
Seattle, WA
1 day ago
Associate Portfolio Manager - Parametric
$78k - $140k
...firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more... ...software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance,...
Temporary work
Work at office
Local area
Remote work
Worldwide
3 days per week
Morgan Stanley
Seattle, WA
4 days ago
Assistant Property Manager
...About The Role: As a CBRE Assistant Property Manager, you will support the higher staff in leading all aspects of a single property... ...as necessary. Review and recommend approvals to Associate Property Manager or higher staff for accurate payment of vendor...
Hourly pay
Work at office
Visa sponsorship
Flexible hours
CBRE
Bellevue, WA
3 days ago
Associate Manager
$23.94 - $39.26 per hour
...Associate ManagerPay Range: $23.94 - $39.26 (Production or Retail role)Savers Benefits Geographic & job eligibility rules may applyHealthcare... ...– Improve wellness (quit smoking, counseling, diabetes management, chronic joint pain)Paid Time Off Sick Pay Vacation Pay - Approximately...
Local area
Savers | Value Village
Issaquah, WA
2 days ago
Associate Manager
$32 - $40 per hour
...Associate ManagerJ.Crew gets you dressed every day, for every occasion. Since 1983, we've been creating classics that feel familiar and... ...American sensibility that makes us who we are.As an Associate Manager, you are a key member of the leadership team. You are responsible...
Full time
Immediate start
Night shift
J. Crew
Seattle, WA
1 day ago
Assistant Property Manager
$80k
...Assistant Property Manager Transwestern is a vertically integrated commercial real estate firm dedicated to serving investors, partners... .... Essential Job Functions Assist with the activities associated with a property or group of properties. Assist with all...
Contract work
Work at office
Remote work
Shift work
Transwestern
Bellevue, WA
22 hours ago
Associate Director
...expertise, scale, and technology. Job Description Job Title: Associate Director, Investor Services Locations: Bellevue, WA -... ...design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence...
Ongoing contract
Worldwide
SS&C Technologies
Bellevue, WA
22 hours ago
Associate Manager, Dasher & Logistics
$105.4k - $155k
...metrics like delivery times, cost per order, delivery quality, dasher compensation, and many more!About the RoleWe are hiring an Associate Manager to help lead strategy and execution for our Dasher & Logistics regulatory markets, the growing set of cities, states, and...
Hourly pay
Work at office
Local area
Remote work
Flexible hours
Doordash
Seattle, WA
4 days ago
Associate Merchandise Product Marketing Manager (12-month Fixed Term Contract)
$86.2k - $102.3k
...Pokémon Company International The Pokémon Company International manages the Pokémon property outside of Asia and is responsible for... ...pokemon.com and pokemon.com. Get to know the role Job Title: Associate Merchandise Product Marketing Manager (12-month Fixed Term Contract...
Temporary work
Fixed term contract
Relocation package
The Pokémon Company International
Bellevue, WA
1 day ago
Associate Director Leave and Accommodation Programs
$137.5k - $221.5k
Job Description:Your Opportunity:Chewy is seeking an Associate Director of Leave and Accommodations Programs based in one of Chewy’s corporate... ...be responsible for the strategy, design, governance, vendor management, and compliance of aspects of Absence programs including paid...
Contract work
Temporary work
Local area
Flexible hours
Chewy
Bellevue, WA
4 days ago
Adobe Real-Time CDP Consultant/Associate Manager
...profiles, segmentation, activation, testing, and data quality.Bachelor’s Degree or equivalent (12 years) work experience (If an, Associate’s Degree with 6 years of work experience) Bonus Points If:You have Adobe Real-Time CDP, Adobe Experience Platform, or related Adobe...
Full time
Work experience placement
Live in
Work at office
Local area
Accenture
Seattle, WA
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate Wealth Manager. Be the first to apply!