Coldstream
Wealth Management Associate — Client Growth & Planning
Coldstream, Bellevue, Washington, us, 98009
An independent wealth management firm is seeking a Wealth Management Associate to provide exceptional client service. The role includes assisting Wealth Managers, overseeing client onboarding, and mentoring Client Service Associates. Candidates should have over 2 years of relevant experience and a Bachelor’s degree, along with strong communication and organizational skills. This position offers a hybrid work environment in Bellevue, competitive pay starting at $70,000 - $90,000, and a comprehensive benefits package.
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