Job Description. Job Description. Are you looking for a way to utilize your trading experience to take the next step in your investment career. If so, this new position may be a great fit for you. Coldstream Wealth Management is an independent wealth management firm providing customized portfolio management, sophisticated financial planning, and personalized client services to high-net-worth individuals and families. Coldstream was founded in 199...
Job Description. We are looking for a personable Associate Portfolio Manager to join our wealth management team in Mercer Island. The Associate PM will be responsible for portfolio construction, rebalancing, trading, and investment strategy analysis. Coldstream is an employee-owned, independently-operated firm that's been earning the trust of affluent families and businesses for 28 years. We offer a comprehensive, holistic approach to planning an...
Job Descriptions. Are you looking for a wealth management firm that provides career development, work-life balance, and a collaborative work culture. Then Coldstream might be a great fit for you. . As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ensuring that our clients receive outstanding service and support. We have a hybrid work environment - in office Tuesday through Thursday, work remotely Monda...
Job Description. If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams. As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located in South Lake Union. We have a flexible hybrid work environment with 2-3 days per wee...
Job Description. If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams. As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located in South Lake Union. We have a flexible hybrid work environment with 2-3 days per wee...
Job Description. If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams. As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located in South Lake Union. We have a flexible hybrid work environment with 2-3 days per wee...
