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At Coldstream Wealth Management, we're adding an experienced Senior Wealth Management Associate to our Mercer Island team.
If you want to utilize your client service and financial planning experience and advance your career in wealth management, this could be the perfect next step for you. 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 office two days per week (on this team, Tuesdays and Thursdays, 8-5:00) and then able to work remotely the other three days if they choose.
Coldstream is an employee-owned, independently operated wealth management firm that's been earning the trust of affluent families and businesses for 26 years. 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. Founded in 1996, the firm has offices in Mercer Island, Bellevue, Seattle, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com .
Responsibilities include:
As a Washington’s 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:
In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $80k and $120k plus an annual bonus and a generous benefits package.
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.
Full Time
$127k-166k (estimate)
06/28/2024
07/17/2024
coldstream.com
Bellevue, WA
100 - 200