Wealth Manager jobs in United States
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Coldstream · 6 days ago

Wealth Manager

positionBellevue, WA
timeFull-time
remoteHybrid
senioritySenior Level
money$200K/yr - $250K/yr
date5+ years exp

Coldstream is an employee-owned, independently operated wealth management firm that has been earning the trust of affluent families and businesses since 1996. They are seeking a Wealth Manager to contribute to business development activities and provide exceptional service to existing client families, focusing on comprehensive financial planning and investment management.

AdviceFinanceFinancial ServicesRisk ManagementWealth Management
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Comp. & Benefits
Hiring Manager
Lilia Haberman
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Responsibilities

Client relationship development and management: initiating frequent client communication; meeting facilitation, presentation, and education; consulting with clients’ other advisors
Business development: developing leads and referrals; meeting with prospective clients to present proposals; representing the firm at industry events and in the community
Financial planning: working with clients to create financial plans and coordinate their entire financial situation, including estate planning and tax planning
Investment management: in conjunction with the team’s Portfolio Manager, establishing and planning for each client’s goals, objectives, risk tolerance, and cash requirements; monitoring asset allocation and rebalancing needs; creating and implementing investment plans

Qualification

CFPFinancial planningInvestment managementClient relationship managementBusiness developmentMicrosoft OfficeEntrepreneurial focusProactive client serviceTeam-oriented environmentCRM proficiencyPortfolio management softwareFinancial planning softwareSuperior communication skills

Required

5-10+ years of experience in financial advisory services, including managing, identifying, building, and developing client relationships
CFP and 3+ years of experience producing and presenting financial plans
A Bachelor's degree
Superior communication skills (written, verbal, listening, and presentation)
Entrepreneurial focus with a strong work ethic
The desire to provide outstanding, proactive client service in a team-oriented environment
Proficiency with Microsoft Outlook, Word, Excel, PowerPoint, CRM, portfolio management, and financial planning software

Preferred

Salesforce
Tamarac
eMoney

Benefits

New Business Incentive program
Generous benefits package
100% paid premiums for medical/dental/vision, short-term and long-term disability & life insurance
401(k): 100% company match up to 4% of your annual pay
Stock: Everyone can purchase equity and become an owner of the firm
Paid Time Off: 16-26 days per year + 10 holidays + 1 paid day to do volunteer work
Career development: 100% training/certification/licensing/dues reimbursement
Wellness reimbursement
Parking: heavily subsidized parking space or transit pass
Anniversary bonuses every 5 years and sabbaticals every 10 years

Company

Coldstream

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Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996.
dateFounded in 1996
location
Bellevue, Washington, USA
people-size201-500 employees
web-link
https://www.coldstream.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Matt Sonnen
Chief Operating Officer
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Recent News

PR Newswire
Coldstream Enhances Leadership Structure to Support Recent Growth and Future Expansion
2025-07-16
PR Newswire
Cable Hill Partners, Oregon-Based $2 Billion RIA, Joins Coldstream
2025-06-03
Seattle TechFlash
Portland wealth advisers on estate planning through all your decades
2025-03-27
Company data provided by crunchbase