Top 98 Associate manager Jobs in Duvall, 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 Product Manager, New Grad (2027 Start)
Databricks —Bellevue, WA
- $133,000 - $150,000 a year
- Computer Science
- Office
- Master's degree
Associate Store Team Leader
Whole Foods Market —Bellevue, WA
- $84,240.00 - $109,990.40 a year
- Weekends as needed
- Computer literacy
- Merchandising
- Mid-level
- Store discount
- Paid time off
Associate Product Manager
T-Mobile USA, Inc. —Bellevue, WA
- $77,000 - $138,900 a year
- Full-time
- 18 years or older
- Mid-level
- Bachelor's degree
- Paid parental leave
- AD&D insurance
Retail - Associate Boutique Manager, Boutique Management (Bellevue Square)
Aritzia —Bellevue, WA
- $35 - $39 an hour
- Full-time
- Mid-level
- Retail management
- Leadership
Associate Brand Manager
Talking Rain Beverage Company —Preston, WA
- $75,000 - $103,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Mileage reimbursement
- Paid parental leave
Associate Director HR Product Manager
Chewy —Bellevue, WA
- $166,000 - $265,000 a year
- Full-time
- 8 years
- Presentation skills
- Bachelor's degree
- Paid holidays
- Health insurance
Mid-Level Project Manager (Consultant)
AG Consulting Partners, Inc. —Redmond, WA
- $90,000 - $130,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Organizational skills
- Health insurance
- Dental insurance
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AS400 Application Programmer Associate Manager
Accenture —Kirkland, WA
- $68,300 - $218,800 a year
- Full-time
- Hybrid work
- 5 years
- Java
- Analysis skills
- Paid holidays
- Disability insurance
Associate Vendor Manager, Amazon Canada
Amazon.com Services LLC - A57 —Seattle, WA
- $80,200 - $94,000 a year
- Full-time
- Merchandising
- Mid-level
- SQL
- AD&D insurance
- Health insurance
Udacity LearnVantage Mid-Market Account Success Management Associate Manager
Accenture —Redmond, WA
- $68,300 - $126,100 a year
- Full-time
- Remote
- 5 years
- Presentation skills
- US work authorization
- Paid holidays
- Disability insurance
Associate Store Manager - NEW STORE - J.Crew Factory
J.Crew Factory —Redmond, WA
- Weekends as needed
- Sales
- Merchandising
- Mid-level
- Paid holidays
- Health insurance
Associate Collision Manager
Tesla —Everett, WA
- $102,600 - $153,900 a year
- Full-time
- Driver's License
- 1 year
- Senior level
- Commuter assistance
- Health savings account
Associate Sales Manager
Tesla —Bellevue, WA
- $79,800 - $119,700 a year
- Weekends as needed
- Dealership
- Mid-level
- Driver's License
- Commuter assistance
- Health savings account
Associate Customer Business Manager - Costco
OLLY —Seattle, WA
- $85,000 - $105,000 a year
- Full-time
- Hybrid work
- Merchandising
- Mid-level
- US work authorization
- Paid parental leave
- Paid holidays
Quick Apply
7d
Sr. Associate, PX, GWE, Asset Lifecycle Management Lead
Pfizer —Bothell, WA
- $88,500 - $147,500 a year
- Weekends as needed
- Computer Science
- Engineering
- Mid-level
- Paid holidays
- Relocation assistance
Associate Account Manager - Real Estate
Lockton, Inc. —Seattle, WA
- $55,000 - $60,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Wellness program
- Paid parental leave
Associate Product Manager, AEP SFF
Armada —Bellevue, WA
- $79,764 - $99,705 a year
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Associate Contracts Manager, AWS Legal
Amazon.com Services LLC —Seattle, WA
- $80,200 - $101,800 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- AD&D insurance
- Health insurance
Delivery Lead Associate Manager
Accenture —Kirkland, WA
- $68,300 - $182,600 a year
- Full-time
- Remote
- 5 years
- Finance
- Bachelor's degree
- Paid holidays
- Disability insurance

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Associate Wealth Manager

Coldstream Wealth Management -
Bellevue, WA

Quick Apply

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 manager jobs in duvall, wa

Associate Wealth Manager

Associate Product Manager, New Grad (2027 Start)

Associate Store Team Leader

Associate Product Manager

Retail - Associate Boutique Manager, Boutique Management (Bellevue Square)

Associate Brand Manager

Associate Director HR Product Manager

Mid-Level Project Manager (Consultant)

AS400 Application Programmer Associate Manager

Associate Vendor Manager, Amazon Canada

Udacity LearnVantage Mid-Market Account Success Management Associate Manager

Associate Store Manager - NEW STORE - J.Crew Factory

Associate Collision Manager

Associate Sales Manager

Associate Customer Business Manager - Costco

Sr. Associate, PX, GWE, Asset Lifecycle Management Lead

Associate Account Manager - Real Estate

Associate Product Manager, AEP SFF

Associate Contracts Manager, AWS Legal

Delivery Lead Associate Manager

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