Wealth Management Specialist

Job OverviewColdstream Wealth Management is a leading employee-owned firm dedicated to providing unparalleled advice and exceptional service to affluent families and businesses. As a Senior Wealth Management Associate, you will play a crucial role in delivering holistic planning solutions and utilizing your client service and financial planning...

Coldstream Wealth Management is a reputable and employee-owned wealth management firm that has earned the trust of affluent families and businesses for 28 years.Job OverviewWe are seeking a skilled Senior Wealth Management Associate to join our team. As a member of our growing Bellevue team, you will play a crucial role in delivering exceptional wealth...

Company OverviewColdstream Wealth Management is an employee-owned, independently-operated firm that has earned the trust of affluent families and businesses for 28 years. We value open communication and create long-term relationships with our clients.We have offices in various locations, offering a wide range of services to meet the needs of our clients. Our...

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,...

Job DescriptionThe Senior Client Service Associate will play a crucial role in ensuring that our clients receive outstanding service and support. The ideal candidate will have 2-5+ years of client service experience in the wealth management industry and an interest in building a career in wealth management.The successful candidate will serve as a liaison...

Job Summary:We are seeking a detail-oriented Wealth Management Associate to join our Bellevue team. As a key member of our team, you will play a crucial role in ensuring that our clients receive outstanding service and support. We offer a hybrid work environment and opportunities for career growth and development.

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...

Career OpportunityWe are seeking a highly motivated and experienced Client Service Associate to join our team. In this role, you will be responsible for providing exceptional client service, facilitating new client onboarding, managing client information, and handling cashiering and money movement requests. You will also assist in scheduling and organizing...

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...

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...

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...

Key ResponsibilitiesAct as a primary point of contact for clients, outside advisors (CPAs/attorneys), and custodians.Participate in client meetings, manage agendas, record notes, prepare summary emails, and manage post-meeting action items.Utilize financial planning tools to analyze and assist in making recommendations regarding clients' cash flow, long-term...

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.

Job Summary:We are seeking a skilled Payroll Tax Specialist to join our team at CGV Wealth Enterprises. In this role, you will be responsible for managing all aspects of payroll tax, including research, setup, and completion of tax registrations, as well as review and resolution of tax notices and discrepancies.Key Responsibilities:Research and set up all...

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.

BenefitsPaid $20.00 per hourHybrid work environment (in office 4 days per week)Opportunity to learn about the wealth management industryStrong professional development opportunitiesA competitive benefits packageCandidates must be working towards a Bachelor's degree (graduating in December 2025 or later) and have proficiency with Microsoft Outlook, Word,...

About the RoleWe are seeking an experienced Senior Wealth Management Associate to join our largest team in Bellevue. In this position, you will act as a primary point of contact for clients, outside advisors, and custodians. Your key responsibilities will include participating in client meetings, managing agendas, recording notes, preparing summary emails,...

Job OverviewCGV Wealth Enterprises seeks a highly skilled Payroll Tax Compliance Specialist to join our team. This is a contract-to-hire opportunity that requires strong expertise in full payroll tax, including filings, registrations, and amendments.### Key Responsibilities- Conduct thorough research to ensure accurate tax data within the payroll system(s)-...