We work collaboratively with our clients and with each other, to deliver impeccable service and peace of mind while achieving the financial and lifestyle goals important to our clients. We only hire team players: people who are the best and brightest at what they do but always put our clients’ success first.
We consider ourselves one big Coldstream family. We may have titles, but at heart we’re still the small company that considers every person a key part of the organization – and the family.
We’re structured so that every employee has growth opportunity. Working with us means more than just a job – it means working on yourself and your skill sets too.
We’re not your average wealth management firm. We’re a group of honest, sincere professionals who have a genuine passion for enhancing people’s lives.
Coldstream team members’ responses from Puget Sound Business Journal’s Washington’s Best Workplaces survey, 2019
We consider ourselves one Coldstream family. Every team member is a key part of our 100%-employee-owned organization and can make a substantial impact. Ideas and leadership come from all levels, and there are limitless opportunities to contribute to the culture, such as participating in and chairing committees that plan the annual overnight retreat, decide how the company’s philanthropy dollars are spent, and celebrate successes and milestones in the lives of our team members and the company.
Our welcoming, friendly culture is reflected in several social and team building events throughout the year, both in and out of the office, and in volunteer activities where we give back to our communities.
Coldstream is an entrepreneurial, fast-paced company, structured to provide every employee with the opportunity to learn, grow, and advance. Working with us means more than just a job – it means working on yourself and your skill sets, too. Choose one of our already defined career paths within the company or express interest in adding responsibilities in another area; many of our team members have advanced their careers in creative ways! We’ll support your efforts and help with your educational expenses either way.
We earn trust through demonstrating a strong commitment to ethics. We follow the rules, act with transparency, and always stick to our principles.
We’re a group of honest, sincere professionals who have a genuine passion for serving clients. We are dedicated to enhancing people’s lives by providing peace of mind and by strengthening relationships with insight, commitment, and action – every client, every day.
We manage and grow our business for long-term sustainability; we’re in this business to serve our client families for generations to come.
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, it is extremely important for us to 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.
We think all of these elements have contributed to our being named one of Washington’s Best Workplaces in 2019 and 2020!
Competitive pay plus annual bonus opportunity for every team member
Fully-paid medical/dental/vision with Health Savings Account
401(k) with company match
Life, long-term, and short-term disability insurance
Opportunity to become a shareholder
Heavily subsidized parking or fully-paid transit pass
16 days of paid time off (to start; increases with years of employment)
9 paid holidays per year plus an extra paid day off each year to do volunteer work
Annual wellness reimbursement
Retention bonuses after every five years with the firm
One-month paid sabbaticals after every ten years with the firm
Erika Yelle – Over a Decade of Service
“I’ve been with Coldstream since 2002 and continue to be energized by the growth and success of the company. It’s not just that we’ve built such an amazing firm together over the years, but that we’ve been able to maintain such strong relationships along the way. Dedication not only to the well-being of our clients but also our team members have made it a great place to work!”
Joe Cervantes – One Team to Another
“Already established in my career with a strong group of clients, I decided to join Coldstream because of the opportunities I saw for both myself and my clients. Coldstream plays ‘for keeps’, fighting like athletes to go the extra mile. I knew that was the kind of environment I wanted to continue growing in. Now leading one of the fastest growing teams at the firm, I know I made the right choice.”
Kelsey Lichttenegger – Career Options
“After working for a wealth manager and in the insurance industry in the Midwest, I started at Coldstream as a Private Client Services Administrator. As I gained experience and passed FINRA exams, I was promoted. I took on more challenging responsibilities, learned about wealth planning, built relationships with clients, and worked with larger and more complex families. Eventually, I took on the PCS Team Lead role, which allowed me to help other PCS team members implement best practices. I realized I wanted to commit all of my time to improving processes, consistency, and the client experience, which led to my current role managing both the operations department and client service. Because Coldstream allowed me the flexibility to explore different career options, I found the perfect position for me and know that I have even more opportunities for future growth.”
To apply, please follow the link on each job description and submit an application online.