Top 36 Associate owners advisor Jobs in Kirkland, Wa

Associate Wealth Manager
Coldstream Wealth Management —Bellevue, WA
- $130,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Paid holidays
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Associate Owners Advisor
Brown and Caldwell —Seattle, WA
- $71,000 - $115,000 a year
- Remote
- Background check
- Engineering
- Pass drug screening
Senior Associate, Scheduling, Global
Ares Management —Bellevue, WA
- $180,000 - $210,000 a year
- Full-time
- 7 years
- Continuous improvement
- Team management
- Commuter assistance
- Health savings account
Retail Sales Associate / Customer Service
Elements Massage —Seattle, WA
- $21.75 - $23.75 an hour
- Part-time
- Entry level
- Under 1 year
- Wellness program
- Health insurance
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Client Service Associate | Wealth Management
Threadline Wealth —Bellevue, WA
- $63,000 - $86,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Administrative experience
- Health insurance
- Retirement plan
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11d
SOC Operator
Concentric —Seattle, WA
- $35 an hour
- Overtime
- Customer service
- English
- Mid-level
- Health savings account
- AD&D insurance
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Pet Insurance Sales Associate - Kent, WA
Fetch Pet Insurance —Kent, WA
- $45,000 a year
- Full-time
- 3 years
- Administrative experience
- Travel
- Tuition reimbursement
- Paid time off
Pet Insurance Sales Associate - Seattle, WA
Fetch —Seattle, WA
- $55,000 - $100,000 a year
- Full-time
- 3 years
- Administrative experience
- Travel
- Commuter assistance
- Health savings account
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Retirement Services Major Accounts Sales Representative
ADP —Seattle, WA
- $56,100 - $121,500 a year
- Full-time
- 5 years
- Military
- Mid-level
- Wellness program
- Disability insurance
General Manager
Populus Seattle —Seattle, WA
- $200,000 - $240,000 a year
- Sales
- Writing skills
- Hotel
- AD&D insurance
- Health insurance
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Wealth Management Associate
Coldstream Wealth Management —Bellevue, WA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Paid holidays
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Trusts & Estates Associate (#964) - Seattle
Dorsey & Whitney LLP —Seattle, WA
- $205,000 - $295,000 a year
- Hybrid work
- Writing skills
- Mid-level
- 1 year
- Travel reimbursement
- Paid parental leave
Associate, Investment Banking
Coldstream Wealth Management —Bellevue, WA
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Paid parental leave
- Paid holidays
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8d
State and Local Tax (SALT) Manager
Clark Nuber —Bellevue, WA
- $119,000 - $164,657 a year
- Online Application
- Hybrid work
- Background check
- CPA
- Writing skills
- Profit sharing
- Paid parental leave
Sales Associate, Apartments.com - Seattle, WA
CoStar Group —Seattle, WA
- $65,000 - $75,000 a year
- Full-time
- Business development
- Driver's License
- Bachelor's degree
- Employee stock purchase plan
- Health insurance
Northwest Business Development Leader – Environmental Planning & Infrastructure
Environmental Science Associates —Seattle, WA
- $135,000 - $185,000 a year
- Online Application
- 11+ years
- Mentoring
- Recruiting
Quick Apply
9d
Associate Financial Advisor
Jambalaya Group —Issaquah, WA
- $85,000 - $95,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
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12d
Tax Director
Baker Tilly Advisory Group, LP —Seattle, WA
- $203,488 - $377,930 a year
- Full-time
- CPA
- 5 years
- Research
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Associate Financial Advisor
LPL Financial —Edmonds, WA
- $82,200 - $137,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Paid time off
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Tax Senior Manager, Private Wealth
Baker Tilly Advisory Group, LP —Seattle, WA
- $142,700 - $231,870 a year
- Full-time
- Hybrid work
- CPA
- Master's degree
- Bachelor's degree
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4d

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associate owners advisor jobs near kirkland, wa

Associate Wealth Manager

Coldstream Wealth Management -
Bellevue, WA

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Job Details

Full-time
$130,000 - $150,000 a year

Benefits

Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer communication
Financial client presentations

Full Job Description

Job Description:

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

Experience and Skills:

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

Job Benefits:

Why Coldstream?

Career Development: We invest in your future, with abundant opportunities for professional growth.
Collaborative Culture: Our team members describe our culture as engaging, flexible, supportive, positive, caring, and fun.
Work-Life Balance: Benefit from our hybrid work arrangement and a supportive environment that values work-life integration.

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 $130-150k.

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:

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 your annual pay
Stock: Opportunity to purchase equity and become an owner of the firm
Paid Time Off: 20-28 days per year (increases with tenure) - plus 10 holidays and an extra paid day off each year to do volunteer work
Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program
Parking: heavily subsidized parking (you pay just $36 per month) or transit pass
Wellness reimbursement
Paid Parental leave: 12 weeks paid for all new parents
Paid sabbaticals every 10 years and anniversary bonuses every 5 years

Coldstream is an employee-owned, independently operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. 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. The firm has offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit https://www.coldstream.com/.

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.

From: Coldstream Wealth Management

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Refine Your Search

associate owners advisor jobs in kirkland, wa

Associate Wealth Manager

Associate Owners Advisor

Senior Associate, Scheduling, Global

Retail Sales Associate / Customer Service

Client Service Associate | Wealth Management

SOC Operator

Pet Insurance Sales Associate - Kent, WA

Pet Insurance Sales Associate - Seattle, WA

Retirement Services Major Accounts Sales Representative

General Manager

Wealth Management Associate

Trusts & Estates Associate (#964) - Seattle

Associate, Investment Banking

State and Local Tax (SALT) Manager

Sales Associate, Apartments.com - Seattle, WA

Northwest Business Development Leader – Environmental Planning & Infrastructure

Associate Financial Advisor

Tax Director

Associate Financial Advisor

Tax Senior Manager, Private Wealth

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