Coldstream Capital Management Jobs in United States

Job Description · We're looking for an IT Technician to join our team at Coldstream Wealth Management. · Provide technical support for hardware, software, connectivity, and workstation setup. · Configure new user accounts, deploy and replace workstations, and manage the full hard ...

Job Description · Are you a polished, personable Office Manager/Administrator looking for a role where you can truly shine? If you enjoy being the central hub of an office-using your administrative skills to create a welcoming experience for clients and colleagues-this could be a ...

Job Overview: Wealth Manager · Coldstream Capital Management seeks a skilled financial advisor who can contribute to growth through business development activities and provide exceptional service to existing client families. · ...

Job Description · This role involves being the first point of contact for clients and supporting daily office operations.This is a full-time on-site position in Kirkland with core hours Monday to Friday 7:30 AM - 4:30 PM including one hour break. · The ideal candidate must be abl ...

Job Description · 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 ...

Job Description · If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you. · We're adding an experienced Senior Wealth Management Associate to ...

Job Description · If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you. · We're adding an experienced Senior Wealth Management Associate t ...

Role Summary: · The Client Service Associate will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. · Schedule · This position is located in Portland with working hours from 8:00 am - 5:00 pm on Monday through Thurs ...

Job Description · Are you a financial advisor who's looking for an opportunity to advance your career? At Coldstream, one of our Bellevue teams is looking to add a Wealth Manager (advisor) who will contribute to continued growth through business development activities and providi ...

Office Manager · Provide administrative support including scanning saving documents entering information in our client database scheduling confirming meetings · Open and close the office daily · Answer incoming phone calls provide general information direct calls to appropriate ...

Job Description · We're looking for a Client Service Associate to join our growing wealth management team at Coldstream Capital Management. · Serve as a liaison between clients and custodians/investment managers · Schedule client meetings, prepare materials, and coordinate new cl ...

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 with a growing team, you will learn the Registered Investment Advisor industry from t ...

Job Description · Are you looking for work/life balance and a friendly environment where team members appreciate the assistance you provide? · This is a great opportunity to use and expand your technical support skills in a growing, collaborative company. · Normal work hours will ...

Job Description · If you're interested in building your 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 largest teams, you will learn the Registered Investment Advisor indu ...

Job Description · Are you looking for the right wealth management firm to join? If you want ongoing career development and continuing education, work-life balance, and a collaborative work culture, Coldstream might be a great fit for you · As an Associate Wealth Manager in our ...

Job Description · If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you. · We're adding an experienced Senior Wealth Management Associate t ...

Job Description · 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. Th ...