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 Description. Are you passionate about adding value by improving performance reporting and analysis. If so, our position may be the next great step in your career in financial services. 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 1996 and ha...
Job Description. 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 Monday a...
Job Description. 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 Monday a...
