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Portfolio Management Assistant

1 week ago

Bellevue, Washington, United States Coldstream Capital Management Full time
About Coldstream Capital Management

We are an independent wealth management firm providing customized portfolio management, sophisticated financial planning, and personalized client services to high-net-worth individuals and families.


Our Benefits:
  • Competitive base salary plus annual bonus.
  • Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance.
  • 100% company match up to 4% of your annual pay for 401(k).
  • Opportunity to purchase equity and become an owner of the firm.
  • Paid Time Off: 16-26 days per year, depending on tenure - plus 10 holidays and an extra paid day off each year to do volunteer work.
  • 100% training/certification/licensing/dues reimbursement and mentoring program.
  • Heavily subsidized parking or transit pass.
  • Annual wellness reimbursement.
  • Anniversary bonuses and sabbaticals every 10 years.

Why Join Us?

We invest in your future with abundant opportunities for professional growth and multiple career paths to choose from. Our collaborative culture is engaging, flexible, supportive, positive, caring, and fun. We encourage you to bring your full self and make an impact. Work-Life Balance is essential to us, and we have a supportive environment that values work-life integration.