Company · 4 open roles
Careers at Coldstream Wealth Management
Coldstream Wealth Management has 4 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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4 positions at Coldstream Wealth Management
Client Service Associate
Coldstream Wealth Management·Bellevue, Washington, United States
Client Service Associate at Coldstream Wealth Management. Location: Bellevue, Washington, United States. Role: serving clients, scheduling meetings, managing onboarding Requirements: 1-3 years customer service experience, interest in wealth management, proficiency with Microsoft …
Portfolio Administrator
Coldstream Wealth Management·Bellevue or Kirkland or Mercer Island or Seattle or Portland or Bend or Boise or Kenai
Portfolio Administrator at Coldstream Wealth Management. Location: Bellevue or Kirkland or Mercer Island or Seattle or Portland or Bend or Boise or Kenai. Role: executing trades, providing research, supporting managers Requirements: Bachelor's in Economics/Finance required, Serie…
Senior Wealth Management Associate
Coldstream Wealth Management·Portland or Bellevue or Seattle or Mercer Island or Kirkland or Boise or Kenai
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, Seri…
Associate Wealth Manager
Coldstream Wealth Management·Bellevue, Washington, United States
Associate Wealth Manager at Coldstream Wealth Management. Location: Bellevue, Washington, United States. Role: Provide planning, Cultivate relationships, Develop leads Requirements: CFP, 3+ years independently producing financial plans, 5+ years wealth management, software profic…