• Diverse team members talking about new career opportunities

    Join Our Team!


We work collaboratively, with our clients, and with each other to deliver impeccable service to achieve 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 and always put our clients’ success first.


What We Offer

  • Competitive salary + annual bonus

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

  • Company matched 401K

  • 16 days PTO / 10 paid holidays & Personal 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

  • One month paid sabbatical every 10 years

Our welcoming, friendly culture is reflected in several social and our team building events throughout the year. We offer a personal volunteer day every year and team activities where we find ways to give back to our communities and have a little fun too.

Coldstream Activities