Job Description
Job Description
Are you looking for the right wealth management firm to join? If you want ongoing career development and continuing education, work-life balance, and a collaborative work culture, Coldstream might be a great fit for you!
As an Associate Wealth Manager in our growing Kenai office, you will play a crucial role in ensuring that our Alaska clients receive outstanding comprehensive wealth planning services - and you'll be on the path to become a full Wealth Manager.
We have a hybrid work environment - in office Tuesday through Thursday, work remotely Monday and Friday, core hours 7:00am - 4:00pm minus lunch.
Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Kenai, Seattle, Mercer Island, Bellevue, and Kirkland, WA, Portland, OR, and Boise, ID. For more on Coldstream, please visit
Your Contributions Will Be:
* Wealth Planning:
* Provide holistic wealth planning services to clients, including income tax, estate, wealth
Job Description
Are you looking for the right wealth management firm to join? If you want ongoing career development and continuing education, work-life balance, and a collaborative work culture, Coldstream might be a great fit for you!
As an Associate Wealth Manager in our growing Kenai office, you will play a crucial role in ensuring that our Alaska clients receive outstanding comprehensive wealth planning services - and you'll be on the path to become a full Wealth Manager.
We have a hybrid work environment - in office Tuesday through Thursday, work remotely Monday and Friday, core hours 7:00am - 4:00pm minus lunch.
Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Kenai, Seattle, Mercer Island, Bellevue, and Kirkland, WA, Portland, OR, and Boise, ID. For more on Coldstream, please visit
Your Contributions Will Be:
* Wealth Planning:
* Provide holistic wealth planning services to clients, including income tax, estate, wealth
Associate Wealth Manager in kenai at Unknown Company
This position is listed as full time and able to be worked remotely.