• 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 & 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

  • 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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