About this role
Senior Wealth Management Associate at Coldstream Wealth Management. Location: Portland or Bellevue or Seattle or Mercer Island or Kirkland or Boise or Kenai. Role: serving clients, preparing analysis, coordinating workflow Requirements: 5+ years wealth management experience, Series 65 (or willing to obtain), FPQP or first CFP module (or willing to obtain), Bachelor’s degree, proficiency with Microsoft Office, Salesforce/eMoney/Tamarac, strong communication and organizational skills. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce CRM, eMoney, Tamarac Certifications: series 65, fpqp, cfp Commitment: Full Time Workplace: Hybrid Languages: English