Coldstream Wealth Management Jobs

Job Description. Job Description. Are you passionate about adding value by improving performance reporting and internal processes. If so, our position may be the next great step in your career in financial services. The Operations Associate reports to our Operations Manager and works very closely with three other Operations Associates. Our operations team supports our 8 wealth management teams by managing our investment reporting, billing and por...

Job Description. Job Description. Are you looking for work/life balance and a friendly work environment where team members appreciate the service you provide. This is a great opportunity to use and expand your technical support skills in a growing, collaborative company. Normal work hours will be 7:00 AM - 4:00 PM Monday through Friday in our office in the "Old Bellevue" neighborhood just outside downtown, with regular visits to our offices in Se...

Job Description. Shift: First Shift. Coldstream Wealth Management is looking for an engaging, polished Office Manager/Administrator to support our clients and team at our Bellevue office. This is a great opportunity to utilize your administrative skills and learn about the financial services industry. This position reports to the HR Director and manages all front desk operations, providing a great first impression for clients, visitors, and vendo...

Job Description. Are you passionate about creating an outstanding candidate experience. Do you thrive on connecting talented individuals and offering them exciting opportunities to join an employee-owned company with a growth and team-oriented culture. If so, we have the perfect role for you. The Recruiter position at Coldstream Wealth Management is based in Bellevue. Work can be done almost entirely remotely after the initial training period (ex...

Job Description. If you’re interested in starting a career in financial services, this is a great opportunity to join one of our wealth management teams as a Client Service Associate and learn the Registered Investment Advisor industry from the ground up. This position is located in the South Lake Union area of downtown Seattle. We have a hybrid work environment, so you will work in the office three days a week and from home the other two days. C...