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Senior Wealth Planning & Client Services Lead; Hybrid
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-07-08
Listing for:
Coldstream
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
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-LjbffrPosition Requirements
10+ Years
work experience
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