Top 57 Investment associate Jobs in Bellevue 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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Client Service Associate
Coldstream Wealth Management —Bellevue, WA
- $60,000 - $70,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
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Trust Associate
D.A. Davidson —Seattle, WA
- $23 - $27 an hour
- Overtime
- Research
- Office
- Microsoft Office
- Paid holidays
- Health insurance
KPB Client Service Associate - Trust
KeyBank National Association —Seattle, WA
- $25.00 - $38.46 an hour
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Institutional Investment Consulting Associate
Mercer —Seattle, WA
- $67,000 - $134,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- 401(k)
14d
Wealth Management Client Associate
Bank of America —Bellevue, WA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Registered Client Associate
D.A. Davidson —Seattle, WA
- $30 - $36 an hour
- Overtime
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Associate Data Scientist
PACCAR —Bellevue, WA
- $90,400 - $141,800 a year
- Computer science
- Computer Science
- PMP
- Health savings account
- AD&D insurance
1d
Associate Trader, Fixed Income
Russell Investments —Seattle, WA
- $100,000 - $120,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
Emerging Companies & Venture Capital Associate Attorney - Midlevel
Perkins Coie —Seattle, WA
- $235,000 - $365,000 a year
- Full-time
- Hybrid work
- Mid-level
- Communication skills
- Paid holidays
- Health insurance
Associate Client Advisor
Bessemer Trust Company, N.A. —Seattle, WA
- $80,000 - $100,000 a year
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Associate Financial Advisor
Robert W. Baird —Seattle, WA
- $71,800 - $97,100 a year
- Mid-level
- Office
- 3 years
- Opportunities for advancement
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
Quick Apply
6d
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
Quick Apply
9d
Wealth Management Associate
Equitable Advisors —Bellevue, WA
- $43,500 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Associate Implementation Portfolio Manager
Russell Investments —Seattle, WA
- $80,500 - $90,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
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
Quick Apply
Associate Trader/Trader - Currency
Russell Investments —Seattle, WA
- $100,000 - $140,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Health insurance
Associate Trader/Trader, Derivatives
Russell Investments —Seattle, WA
- $90,000 - $140,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Bellevue, WA
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance

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investment associate jobs near bellevue 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

investment associate jobs in bellevue wa

Associate Wealth Manager

Client Service Associate

Trust Associate

KPB Client Service Associate - Trust

Institutional Investment Consulting Associate

Wealth Management Client Associate

Registered Client Associate

Associate Data Scientist

Associate Trader, Fixed Income

Emerging Companies & Venture Capital Associate Attorney - Midlevel

Associate Client Advisor

Associate Financial Advisor

Associate, Investment Banking

Client Service Associate | Wealth Management

Wealth Management Associate

Associate Implementation Portfolio Manager

Wealth Management Associate

Associate Trader/Trader - Currency

Associate Trader/Trader, Derivatives

Wealth Management Associate - Retirement Benefits Group

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