Top 2538 Trust manager Jobs in Redmond 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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Account Executive
Aegis Land Title Group —Bellevue, WA
- $60,000 - $200,000 a year
- Full-time
- Mid-level
- In-person
- Travel reimbursement
- Paid training
Quick Apply
8d
Executive and Personal Assistant
True Blue Strategies —Seattle, WA
- $85,000 - $110,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
12d
Community Relations Manager
Essex Property Trust —Redmond, WA
- $83,000 - $117,000 a year
- Weekends as needed
- English
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Quick Apply
11d
Business Development Manager
SJA Property Management —Redmond, WA
- $100,000 - $110,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Business development experience
- Mileage reimbursement
- Paid parental leave
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6d
Program Manager
Ascendion —Redmond, WA
- $128,000 - $129,000 a year
- Mid-level
- Office
- Leadership
- Paid holidays
- Disability insurance
20h
Trust & Safety Operations and Tooling Manager
Salesforce —Seattle, WA
- $123,100 - $186,300 a year
- Full-time
- 5 years
- System design
- Continuous improvement
- Paid parental leave
- Disability insurance
1d
Senior Program Manager , Selling Partner Trust
Amazon.com Services LLC —Seattle, WA
- $115,600 - $160,000 a year
- Full-time
- Office
- Senior level
- Business
- AD&D insurance
- Health insurance
Junior Project Manager (Consultant)
AG Consulting Partners, Inc. —Redmond, WA
- $65,000 - $95,000 a year
- Full-time
- Remote
- Bachelor of Science
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
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Trust and Estate Manager
Seattle Children's Hospital —Seattle, WA
- $97,665 - $146,497 a year
- 5 years
- Data analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Service Manager
JAGUAR LAND ROVER BELLEVUE —Bellevue, WA
- $175,000 - $225,000 a year
- Full-time
- Dealership
- Mid-level
- Mentoring
- Paid training
- Disability insurance
Disputes Paralegal
Whatnot —Seattle, WA
- $144,000 - $190,000 a year
- Full-time
- Remote
- 7 years
- Salesforce
- Mid-level
- Paid parental leave
- Health insurance
12d
Account Manager Core Assurance
Ericsson —Bellevue, WA
- $121,000 - $158,550 a year
- 8 hour shift
- Computer Science
- Inventory management
- Engineering
- Paid parental leave
- AD&D insurance
Account Manager BSS OSS
Ericsson —Bellevue, WA
- 8 hour shift
- Computer Science
- Inventory management
- Engineering
- Paid parental leave
- AD&D insurance
Product Manager
Microsoft —Redmond, WA
- $85,400 - $183,700 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
11d
Account Manager
Avnet —Kirkland, WA
- $115,000 - $140,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Negotiation
- Health savings account
- Paid holidays
Program Manager
Concord Technologies —Seattle, WA
- $130,000 - $160,000 a year
- Full-time
- Remote
- Azure
- Computer Science
- Product management
- Paid parental leave
- AD&D insurance
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Event Readiness Program Manager
Microsoft —Redmond, WA
- $97,600 - $206,400 a year
- Full-time
- Background check
- Finance
- Bachelor's degree
1d
Regional Manager
Thrive Communities —Seattle, WA
- $130,000 - $155,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Ability to walk for extended periods
- English
- Commuter assistance
- Paid holidays
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Sr. Training and Knowledge Management Manager
Okta —Bellevue, WA
- $204,000 - $281,000 a year
- Remote
- Bachelor's degree
- Mentoring
- Fair chance
- Health insurance
- Dental insurance
8d

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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

trust manager jobs in redmond wa

Associate Wealth Manager

Account Executive

Executive and Personal Assistant

Community Relations Manager

Business Development Manager

Program Manager

Trust & Safety Operations and Tooling Manager

Senior Program Manager , Selling Partner Trust

Junior Project Manager (Consultant)

Trust and Estate Manager

Service Manager

Disputes Paralegal

Account Manager Core Assurance

Account Manager BSS OSS

Product Manager

Account Manager

Program Manager

Event Readiness Program Manager

Regional Manager

Sr. Training and Knowledge Management Manager

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