Wealth Management Associate

Company OverviewColdstream Wealth Management is a leading wealth management firm that has been serving affluent families and businesses for over two decades. We pride ourselves on our comprehensive approach to planning and our commitment to providing unparalleled advice and exceptional service.We are seeking a highly skilled Client Service Associate to join...

About Us: Coldstream Capital Management is a employee-owned, independently-operated wealth management firm that values open communication, trusting relationships, and a commitment to excellence. We welcome new colleagues who share our approach and are passionate about delivering exceptional service to our clients.Compensation: The estimated annual salary for...

Coldstream Wealth Management, a leading independent wealth management firm, is seeking an experienced Operations Associate to join our team. This exciting role offers the opportunity to contribute to the growth and success of our organization.As a key member of our operations team, you will play a vital role in managing our investment reporting and portfolio...

**Opportunity Overview:**We have an exciting opportunity for a Wealth Management Counselor to join our team at Emerald Search Partners in Seattle.This is a great chance for a motivated professional to build their career at a reputable law firm. As a Wealth Management Counselor, you will work with clients to design and implement customized wealth management...

About Coldstream Wealth ManagementColdstream Wealth Management is a leading wealth management firm that has been serving affluent families and businesses for over two decades. We pride ourselves on our comprehensive approach to planning and our commitment to providing unparalleled advice and exceptional service.We are committed to building long-term...

Job Description: We are seeking a Senior Family Wealth Advisor to join our team in Seattle, WA. As a member of our team, you will work closely with clients and their trusted advisors to provide comprehensive wealth management services.The ideal candidate will have a strong background in financial planning and a minimum of 5 years of experience in a...

SalaryThe estimated salary for this role is $65,000 per year, plus an annual bonus and a generous benefits package. Base pay typically starts between $60k - $70k, reflecting the value you bring to our team.

We are seeking a seasoned Operations Manager to join our team at Claire Myers Consulting. This role offers an exciting opportunity to work with a growing wealth management firm, contributing to its growth and success.About the RoleAs an Operations Manager, you will be responsible for managing day-to-day operations, ensuring smooth functioning of all...

Coldstream Capital Management is a respected wealth management firm that offers a wide range of services, including comprehensive planning and unparalleled advice. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships.The base pay for this role typically starts between $60,000 -...

Job DescriptionAt JPMorgan Chase, we are seeking a talented Private Banker to join our U.S. Private Bank team. As a Private Banker, you will be responsible for advising high net worth families on managing and preserving their wealth. You will use your knowledge of investments, financial planning, and credit to provide exceptional client service and drive...

About the Role">We are seeking a highly motivated Client Service Associate to join our growing team in South Lake Union. As a key member of our wealth management team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

Coldstream Capital Management is a respected wealth management firm that offers a comprehensive approach to planning and focuses on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships.The base pay for this role typically...

Company Overview">Coldstream Capital Management is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses for over two decades. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service.

Company Overview: Coldstream Capital Management is a leading wealth management firm that has been earning the trust of affluent families and businesses for over two decades. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service.Salary: The estimated annual salary for this position is...

Overview:">The Company Overview section includes information about our client, a well-established multi-family office specializing in comprehensive wealth management services for high-net-worth individuals and families.">Job Summary:">This is a challenging opportunity for a highly skilled and experienced Ultra High Net Worth Client Support Associate to join...

**Job Summary:**We are seeking a highly motivated and organized individual to join our team as a Front Desk Associate. As a key member of our hospitality team, you will be responsible for providing exceptional customer service and ensuring that all guests have a memorable stay with us.About BMI Hospitality Management:BMI Hospitality Management is a leading...

**Job Description**As a Financial Services Professional, you will develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.

Job Description:The Senior Director, Portfolio Management, is responsible for leading a team of Portfolio Managers in managing client portfolios while ensuring seamless client experiences. This leader will partner with the Managing Director to develop strategic management plans and drive tactical direction.

Job OverviewWe are seeking an experienced Assistant General Manager to join our team at Restaurant Associates in Seattle, WA. This is a fantastic opportunity for a motivated individual to take on a leadership role and contribute to the success of our organization.About the RoleThe successful candidate will be responsible for overseeing the service and...

We are seeking an experienced Financial Management Associate to join our team at Tyler Technologies. This individual will work closely with our implementation team to ensure seamless integration of our financial management solutions with existing systems.The ideal candidate will have a strong understanding of financial management principles and practices, as...