Coldstream Jobs in United States

+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 ...

Do you enjoy being the first point of contact for clients and supporting the daily operations of an office? Are you a friendly, detail-oriented Office Administrator looking for a role that you can make your own? If so, this could be the perfect position for you. · ...

Wealth Manager Job DescriptionColdstream is an employee-owned, independently operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. · We welcome new colleagues who believe in our same approach, value open communication, and b ...

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, · ...

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 ...

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 ...

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: · ...

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 ...

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. · ...

We are seeking a friendly and detail-oriented Office Administrator to join our team. The ideal candidate will be able to manage multiple tasks with accuracy and professionalism. · Provide a great first impression for clients · Answer incoming phone calls · Assist with accounts re ...

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. · ...

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 ...

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 ...