Retirement Planning Specialist

Job Description

Job Description

Are you a financial whiz who loves helping people plan for their dream retirement, crunching numbers, and simplifying the complexities of retirement savings? If so, we have the perfect role for you!

As our Senior Retirement Plan Specialist, you'll have a direct impact on helping our clients see that 401(k) planning can be an exciting part of planning their future. You will manage, support, and coordinate retirement plan client relationships under the direction of the Retirement Plan Advisor. You will interact with multiple internal and external contacts, including retirement plan participants.

Our team, formerly known as Cable Hill Partners, has been serving clients for over 11 years, helping them align their financial lives with their values, while ensuring our work reflects our own. We are a team of individuals who strive for excellence in everything we do, from how we show up for one another, to the way we deliver a thoughtful, high-quality client experience. In June of 2025 Cable Hill Partners merged with Coldstream and now we are looking to grow our Portland based team.

A contributing factor to our success is our unique team structure. How do we build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other. Team members work from our SW Portland office Monday - Thursday 7 : 30-4 : 00pm and Fridays 7 : 30-2 : 00pm.

What you will do :

• Manage and support client relationships to ensure a gold standard client experience. Engage in regular in-person, phone, and email client interactions.
• Prepare and process documentation related to client maintenance (account applications, transfer documents) and client onboarding (initial applications), in-person and over the phone collaboration with client and service providers, and acting as a transition partner
• Log all activities and client and prospect data into the firm's CRM.
• Collaborate closely with the Retirement Plan Advisor at all stages of the client review meeting process, prepare materials and attend meetings. Enter accurate and detailed notes into the CRM following meetings and follow up on action items.
• Perform calendaring functions with both internal teams and external clients, prospects, and Centers Of Influence (COIs)
• Conduct on-site education and enrollment meetings and assist with 401(k) participant meetings.
• Assist with preparation of requests for proposal (RFPs).
• Interact with trustees, plan sponsors, plan participants, Third Party Administrators and recordkeepers to answer their questions and service their retirement plans.
• A minimum of 2 years of experience in a client-facing role in the financial services industry. Experience working with retirement plans is strongly preferred.
• Demonstrated proficiency with Microsoft Office products.
• Experience with Salesforce is preferred.
• Series 65 license is a plus (or willingness to obtain it within 12 months at Coldstream's expense)

Benefits :

In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $70k and $80k, plus an annual bonus and a generous benefits package. Licensed individuals can also participate in our New Business Incentive program.

As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive growth and learning culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members :

Coldstream is an employee-owned, independently operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who value open communication and believe in trusting, life-long relationships. We have offices in Portland, Bellevue, Mercer Island, Seattle, and Kirkland, WA, Boise, ID, and Kenai, AK. For more on Coldstream, please visit www.coldstream.com

We strongly urge people from underrepresented groups to apply.

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.