Wealth Management Associate

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.

• 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

• 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, Money Guide Pro , 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

• 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

Base pay typically starts between $70,000 and $90,000, plus an annual bonus and a generous benefits package.

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.

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