Senior Wealth Planning & Client Services Lead (Hybrid)

$100k - $120k

Coldstream

Coldstream is seeking a Senior Wealth Management Associate in Portland, Oregon, to provide exceptional client service and financial planning expertise. The role includes acting as a primary contact for clients and managing team workflows in a hybrid environment. Ideal candidates will have 5+ years in wealth management, strong communication skills, and a willingness to pursue licensure. Generous benefits and a competitive salary ranging from $100k to $120k plus bonuses are offered. #J-18808-Ljbffr Coldstream

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Vacancy posted 1 day ago

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