Job Description. Coldstream Wealth Management is looking for an organized, outgoing Office Manager/Administrator to support two teams at one of our Seattle offices. If you’re interested in learning about wealth management while providing exceptional client service, this could be the perfect next step in your career. You’ll manage the front desk and administrative operations for the office, reporting to the HR Director in Bellevue. Work hours are ...
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 our growing Portland team. This position has the opportunity for career advancement within client service/team operations. We have a hybrid work environment, with team membe...
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 growing Kenai office, you will play a crucial role in ensuring that our Alaska clients receive outstanding comprehensive wealth planning services - and you'll be on the path ...
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 industry from the ground up and have multiple career paths to choose from. This position is located in Portland with working hours from 8:00 am - 5:00 pm. We have a hybrid wo...
Job Description. Ready to take your tax career to the next level. Coldstream Tax & Consulting is seeking an experienced Tax Manager to join our growing South Lake Union team. This is more than just a traditional CPA role — it’s a unique, Partner track opportunity to apply your tax expertise while expanding into the world of wealth management. If you’re looking to grow your skills, collaborate with a supportive team, and play a meaningful role in ...
Job Description. Ready to take your tax career to the next level. Coldstream Tax & Consulting is seeking an experienced Tax Manager to join our growing South Lake Union team. This is more than just a traditional CPA role — it’s a unique, Partner track opportunity to apply your tax expertise while expanding into the world of wealth management. If you’re looking to grow your skills, collaborate with a supportive team, and play a meaningful role in ...
