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’re looking to leverage your background in financial planning and client service within a team that values proactive, holistic planning, Coldstream Wealth Management could be the perfect next step for you. Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company wa...
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. Providing exceptional service to our clients starts with investing in exceptional people. 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 st...
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 ...
