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 an excellent next step. It’s also a great opportunity to gain experience in the financial services industry. You’ll be joining a long-standing team of professionals who hav...
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 developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams. You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. A contributing factor to our success is our unique team structure. How do we build a successful team. We foster a culture of professional developmen...
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 ...
