Wealth Management Professional

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 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...

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...

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 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...

About the JobThis role is primarily responsible for supporting the advisory team and servicing client requests for investment information in a timely manner. Key responsibilities include gathering information from various sources, communicating with clients and advisors, and providing research insights and analysis.

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...

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...

Salary and BenefitsAt Coldstream Capital Management, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $80k - $120k plus an annual bonus and a generous benefits package with potential to participate in the New...

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...

**Company Overview**Coldstream Capital Management is an employee-owned, independently-operated wealth management firm that has been earning the trust of affluent families and businesses for years. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service.We welcome new colleagues who believe in...