Wealth Management Professional

Job OverviewColdstream Wealth Management is seeking a skilled Associate Portfolio Manager to join our team in Mercer Island. The successful candidate will be responsible for managing multi-asset portfolios, conducting ongoing audits of the portfolio rebalancer, and generating daily trade orders.Key Responsibilities• Utilize quantitative risk models and...

Job DescriptionThe Senior Wealth Management Professional will be responsible for portfolio construction, rebalancing, trading, and investment strategy analysis. This role requires a high level of expertise in quantitative risk models and optimization to manage multi-asset portfolios. The ideal candidate will have experience with portfolio operations and...

Company OverviewColdstream Wealth Management is a leading employee-owned, independently-operated firm specializing in wealth management. With 28 years of experience, we've earned the trust of affluent families and businesses by providing a comprehensive, holistic approach to planning and exceptional advice.Job Title: Associate Portfolio ManagerThe successful...

About Coldstream Wealth Management:">We are a leading wealth management firm dedicated to providing personalized advice and exceptional service to our clients. Our team of experienced professionals works closely with clients to understand their unique needs and goals, developing tailored solutions to help them achieve financial success.">Job...

**Career Advancement Opportunities**Coldstream Capital Management is a dynamic and growing wealth management firm that offers exciting career advancement opportunities for motivated individuals. As a Senior Wealth Management Associate, you will play a critical role in delivering exceptional client service and financial planning expertise, while also...

Unlock Your Potential in Portfolio ManagementColdstream Wealth Management invites experienced professionals to join our team as Associate Portfolio Managers. As part of our dynamic team, you'll contribute to portfolio construction, rebalancing, and investment strategy analysis, driving business growth through exceptional client service and relationship...

**Client Service Expertise**We are looking for a highly skilled Senior Wealth Management Associate to join our team at Coldstream Capital Management. This individual will provide exceptional client service and financial planning expertise, utilizing their knowledge and experience to deliver tailored solutions to our clients.Our company values open...

ResponsibilitiesProvide exceptional service to clients, exceeding expectations through proactive issue resolution and timely communicationServe as a liaison between clients and custodians/investment managers, ensuring seamless interactions and effective communicationManage client information, maintaining accurate records and ensuring data integrityHandle...

About the RoleAs a Client Service Associate, you will be responsible for delivering exceptional service to our clients. This includes anticipating their needs, addressing concerns, and resolving issues quickly.You will also serve as a liaison between clients and custodians/investment managers, managing client information and cashiering/money movement...

About the RoleWe are seeking a highly skilled Sr. Software Development Engineer to join our AWS Managed Services development team. As a member of this team, you will be responsible for developing and evolving feature capabilities that enable accelerated adoption of AWS services for enterprise customers.This role offers the opportunity to build exciting new...

Company Overview:Headway is a company dedicated to improving mental healthcare accessibility. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice.Salary:Licensed Professional Counselors (LPCs) can earn between $95-$122 an hour, while enjoying the flexibility of setting their own hours and...

Key ResponsibilitiesExecute full sales process of lead generation, follow up, and closing the saleMeet and exceed sales goals as established by the General ManagerConduct studio tours with new prospects to build rapport and facilitate salesBe knowledgeable about products, programs, and pricingEmphasize and enforce objectives of the studio as a fitness and...

Benefits of Working with UsWe offer a dynamic and inclusive work environment where you can grow your career and make a real impact.You will work with a talented team of professionals who share your passion for innovation and customer satisfaction.Our company values diversity and inclusion, and we welcome applications from individuals who may not have a...

Job OverviewIsland Cats Veterinary Hospital, a feline-only practice, seeks a dedicated Lead Client Service Representative to join our Reception team. Our CSRs serve as the first point of contact for clients and their pets, fostering trust in the veterinary team and ensuring a welcoming atmosphere.This is an ideal position for someone with at least three...

At EviDent Alliance, we are seeking a skilled Dental Scheduling Coordinator to join our team. This role is perfect for an organized and adaptable professional who thrives in dynamic environments.Job Description:The ideal candidate will have previous experience in dental or medical office scheduling, proficiency with dental practice management software (e.g.,...

Headway Mental Health Services OverviewThe Remote Licensed Professional Counselor (LPC) role at Headway offers licensed mental health professionals the flexibility to manage their private practice while receiving essential support.

Requirements and QualificationsEducation and Experience: Bachelor's degree in Pharmacy or Doctor of Pharmacy (Ph.D.) from an accredited school of pharmacy required; 2+ years of experience as a Clinical Pharmacist preferred.Medication Therapy Management Experience: Preferably with experience in Medication Therapy Management.Licensure: Current and unrestricted...

We value a professional appearance with excellent verbal communication skills. You should be proficient in 10-key by touch and able to communicate effectively with management, coworkers, and staff in other departments.

Mission-driven professionals are sought after by MBK Senior Living to join our team as Senior Caregivers.About the Role:This critical role is responsible for providing exceptional care for individuals with specific needs, ensuring their health, safety, and well-being at all times.Main Responsibilities:Deliver comprehensive care, including medical support and...

Job SummaryWe are seeking a highly motivated and organized Thrift Shop Associate to join our team at the City of Mercer Island. As a key member of our sales team, you will be responsible for providing exceptional customer service, maintaining a clean and organized store environment, and processing donations in a timely manner.Key ResponsibilitiesCustomer...