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Senior Wealth Management Associate
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- At Coldstream Wealth Management, we're adding an experienced Senior Wealth Management Associate to our Mercer Island team.
- This position has the opportunity for career advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor).
- Founded in 1996, the firm has offices in Mercer Island, Bellevue, Seattle, Kirkland, Portland, Boise, and Kenai, Alaska.
- Prepare analysis for families to provide context for financial decisions, such as buying or maintaining life/disability/LTC insurance, funding 529 plans, or refinancing debt
- Series 65 license
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