Wealth Management Associate

Job overview

The Wealth Management Associate role is hybrid in Bellevue, WA, with compensation not specified. The position supports a growing Bellevue team at Coldstream, an employee-owned, independently operated wealth management firm serving affluent families and businesses.

What you'll do

• Serve as a primary client contact
• anticipate client needs and resolve issues
• coordinate client onboarding
• gather client information and maintain data integrity
• process client-directed money movements and account transactions
• participate in client meetings and prepare materials and follow-up actions
• assist Wealth Managers with financial plans
• and guide and mentor Client Service Associates and new client-facing team members.

What we're looking for

Skills & competencies

wealth management associate

bellevue wa

coldstream wealth management

hybrid

client service

financial planning

client onboarding

investment accounts

client meetings

mentorship

career development

Work arrangement

• Weekend coverage required

Benefits & perks

• Fully paid medical, dental, vision, disability, and life insurance premiums
• 401(k) match up to 4%
• equity purchase opportunity
• paid time off, holidays, and parental leave
• training and certification reimbursement
• wellness reimbursement
• and paid sabbaticals.

Why this role

The Bellevue team works in-office two to three days per week, with remote work available on other days. The posting describes career advancement opportunities in client service, team operations, or toward becoming a Wealth Manager.

About the employer

Coldstream Wealth Management is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.