Wealth Management Professional

About the RoleWe are seeking an experienced Financial Services Associate to join our team in Bellevue. As a key member of our client service team, you will play a crucial role in ensuring that our clients receive outstanding service and support. Your primary responsibility will be to provide exceptional client service, including scheduling and organizing...

About the RoleColdstream Capital Management is seeking a highly skilled Wealth Management Professional to join our team. As a Client Service Associate, you will play a crucial role in ensuring our clients receive exceptional service and support.ResponsibilitiesExceptional Service: Anticipate client needs, address concerns, and resolve issues...

Unlock a Career in Wealth ManagementColdstream Capital Management is a wealth management firm that values innovation, client satisfaction, and a vibrant work culture. As a Wealth Management Associate on one of our growing teams, you will play a crucial role in ensuring that our clients receive outstanding service and support.We offer a comprehensive,...

Wealth Management Job OpportunityEstimated salary: $60,000 - $80,000 per year.Coldstream Capital Management is a wealth management firm that values innovation, client satisfaction, and a vibrant work culture. We have a flexible hybrid work environment (in office Tuesdays and Wednesdays) with work hours from 7:00am - 4:00pm.As a Senior Client Service...

Coldstream Wealth Management is a dynamic wealth management firm that values innovation, client satisfaction, and a vibrant work culture. We are seeking a talented Client Service Associate to join our growing Bellevue team.This role offers an exciting opportunity for career growth and development in the financial services industry. As a Client Service...

About Coldstream Capital ManagementWe are an independently-operated wealth management firm that has been earning the trust of affluent families and businesses for 26 years.We offer a comprehensive, holistic approach to planning and provide unparalleled advice and exceptional service.As a Senior Client Service Associate, you will work in a flexible hybrid...

Job SummaryWe are seeking an experienced Senior Financial Advisor to join our team at Parcion Private Wealth. As a Senior Financial Advisor, you will be responsible for serving as a relationship manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning.Key ResponsibilitiesYour primary...

OverviewAt Parcion Private Wealth, we are dedicated to helping clients achieve their financial goals and aspirations. We are seeking a highly motivated and experienced Senior Financial Advisor to join our team.Salary and BenefitsThe estimated salary for this position is in the range of $185,000-$250,000 per year, depending on experience and qualifications....

OverviewColdstream Wealth Management is a leading provider of financial services, dedicated to delivering exceptional client experiences and innovative solutions. Our team is passionate about building long-term relationships and helping our clients achieve their financial goals.

OverviewColdstream Wealth Management is a dynamic and innovative firm that values client satisfaction, innovation, and a vibrant work culture. As a Client Service Associate on one of our growing Bellevue teams, you will play a crucial role in ensuring that our clients receive outstanding service and support.

OverviewColdstream Wealth Management is a leading boutique investment bank specializing in sell-side advisory services for middle-market companies across various industries. Our team's expertise and market knowledge enable us to provide exceptional results for our clients, including mergers and acquisitions (M&A), strategic advisory, and capital raising.

About the RoleWe are seeking an experienced Wealth Management Planning Consultant to join our team at Fidelity Investments. This role is a key component in building strong, personal relationships with our clients and delivering tailored wealth management solutions.Key ResponsibilitiesClient Interactions: Engage with clients to understand their financial...

About UsColdstream is an employee-owned, independently-operated wealth management firm with 26 years of experience earning the trust of affluent families and businesses. We offer a comprehensive approach to planning, unparalleled advice, and exceptional service. Our collaborative culture values open communication and life-long relationships. Join us as we...

Wealth Management Planning Consultant RoleFidelity TalentSource LLC is seeking a Financial Services Professional to provide exceptional client service and support the growth of our most sophisticated clientele.About the RoleThis dynamic role offers the opportunity to build strong relationships with clients, providing tailored financial solutions and guidance...

Salary and Benefits">The estimated salary range for this position is $88,000-$150,000 per year, plus an annual bonus and a generous benefits package, including full-time position status, competitive salary structure, and 100% company match up to 3% of your annual pay in our 401(k) plan.In addition, Parcion Private Wealth offers a comprehensive benefits...

About Coldstream Capital ManagementColdstream Capital Management is a wealth management firm that values innovation, client satisfaction, and a vibrant work culture. Our team is dedicated to providing unparalleled advice and exceptional service to our clients.We are seeking a Client Service Associate to join our growing Bellevue team. As a key member of our...

Duties and ResponsibilitiesKey Responsibilities: Exceptional Service: Go above and beyond to anticipate client needs, address concerns, and resolve issues quickly. Serving as a liaison between clients and custodians/investment managers, Managing client information Handling all cashiering and money movement requests Client Meetings: Schedule and organize...

Why Work at Coldstream Capital Management?We offer a comprehensive benefits package, including competitive base pay, annual bonus, and generous benefits. Our team members enjoy a flexible hybrid work environment with work hours from 7:00am - 4:00pm.BenefitsCompetitive base pay: $55k - $70k per year.Annual bonus.Generous benefits package.Flexible hybrid work...

Join Our Team at Coldstream Capital ManagementAre you looking for a challenging and rewarding career in financial services? Do you thrive in a fast-paced environment where no two days are the same?Coldstream Capital Management offers an exciting opportunity as a Senior Client Service Associate. Our ideal candidate will have:2-5+ years of client service...

Parcion Private Wealth is seeking an experienced Portfolio Administrator to join its team. This individual will be responsible for managing client portfolios, trading securities, and administering client information related to investment management.Key Responsibilities:Review daily cash positions and out-of-tolerance client accountsAdminister client...