Coldstream Jobs in United States

We're adding an experienced Senior Wealth Management Associate to our growing Mercer Island team. · This position has the opportunity for career advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor).Act as a primary point of contact ...

Wealth management firm seeking Associate Wealth Manager for our Kenai office. Responsibilities include providing holistic wealth planning services to clients and contributing to the firm's Wealth Strategy Group. · Key qualifications include CFP certification, 3+ years of experien ...

We are seeking an outstanding Staff Accountant to join Coldstream Holdings Inc. · This role offers the opportunity to work in a close-knit Finance and Payroll team of five, · reporting to our Finance Manager and collaborating closely with our Director of Finance. · This position ...

This is a great opportunity to use and expand your technical support skills in a growing, collaborative company. We actively support your professional growth with clear pathways to advance your IT career. Our team invests in your success by providing resources and reimbursement o ...

We have a fantastic opportunity to join one of our wealth management teams. · Prepare and process documentation related to client onboarding and maintenance: · Serve as a liaison between clients and custodians/investment managers, · ...

Job Description · If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams As a Client Service Associate on one of our growing teams, you will learn the Registered Investment Advisor industr ...

We are seeking an outstanding Staff Accountant to join Coldstream Holdings Inc.This role offers the opportunity to work in a close-knit Finance and Payroll team of five. · ...

Job Description · Are you looking for an opportunity to utilize your administrative skills in a part-time position that fits into the other aspects of your life? If so, Coldstream Wealth Management might have the perfect role for you · Hours are 10:00 AM to 2:00 PM, Monday throug ...

Job Description · Are you looking for an opportunity to build a career in a growing industry? We are happy to train you to provide top notch service to our fantastic clients while you learn the ins and outs of property and casualty insurance. · This position is located on the edg ...

Job Description · If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams As a Client Service Associate on one of our growing teams, you will learn the Registered Investment Advisor industr ...

Are you a master of connections with a knack for making people feel heard? Do you enjoy the puzzle of translating complicated material into understandable language?Exceptional Client Service: · Client Meetings: · Wealth Planning: · ...

Polished, personable Office Administrator looking for a role where they can truly shine. Central hub of an office using administrative skills to create a welcoming experience for clients and colleagues. · ...

We are happy to train you to provide top notch service to our fantastic clients while you learn the ins and outs of property and casualty insurance. · ...

We are looking for an organized and outgoing Office Manager to support two teams at one of our Seattle offices. · You'll manage the front desk and administrative operations for the office, reporting to the HR Director in Bellevue. Work hours are on-site from 7:00 AM to 4:00 PM, M ...

+If you're interested in building your career in financial services Coldstream has a fantastic opportunity to join one of our wealth management teams. · Prepare and process documentation related to client onboarding and maintenance · +Serve as a liaison between clients and custod ...

Wealth management firm seeking Wealth Management Associate to provide career development and work-life balance. · Play crucial role in ensuring clients receive outstanding service and support. · ...

Coldstream Wealth Management busca un gerente administrativo organizado y comunicativo para apoyar a dos equipos en una de nuestras oficinas en Seattle. · Responsabilidades incluyen:Procesar nuevos documentos de clientes y cuentas. · Depositar cheques entrantes. · Prestar soporte ...

We're adding an experienced Senior Wealth Management Associate to our growing Portland team. This position has the opportunity for career advancement within client service/team operations. · 3-5+ years of progressively responsible experience in a comparable role within the Wealth ...