• Diverse team members talking about new career opportunities

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Careers

At Coldstream, how we work matters just as much as what we achieve. We lead with accountability, take ownership of our commitments, and strive to deliver high-quality service in support of the financial and lifestyle goals important to our clients.

We show up with authenticity, encouraging everyone to bring their full, genuine selves to work each day. We cultivate an environment where everyone can thrive and feel valued, and believe different perspectives make us stronger.

We have a growth mindset and embrace challenges as opportunities to learn, improve, and innovate. And through it all, we make space for joy—celebrating wins, fostering connection, and creating an environment where people truly enjoy the work they do.

Working at an independently owned RIA means having a real voice and the opportunity to become a shareholder. Our advisors act as fiduciaries, not salespeople, and operate with our clients’ best interests in mind. Employee ownership creates a culture of trust, collaboration, and growth where every team member can help shape the firm’s future.

Come grow with us!

VIEW CURRENT OPPORTUNITIES

What We Offer

  • Competitive salary + annual bonus

  • Fully-paid Medical/Dental/Vision & Health Savings Account

  • Company matched 401K

  • 16 days PTO / 10 paid holidays & volunteer day

  • Life, long-term and short-term disability insurance

  • Opportunity to become a shareholder

  • Fully paid transit pass and/or subsidized parking

  • Annual wellness reimbursement

  • Six weeks paid sabbatical every 10 years

  • Mentoring program

Diversity, Equity, Inclusion, and Belonging at Coldstream: 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.

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