- Coldstream Wealth Management (Bellevue, WA)
- …prioritize effectively + Series 65 license or willing to obtain within first 3 months Keyword: Portfolio Trading Analyst From: Coldstream Wealth Management ... Job Descriptions: Are you looking for a way to utilize your trading experience to take the next step in your investment career? If so, this new position may be a… more
- Coldstream Wealth Management (Bellevue, WA)
- …is preferred + Series 65 (waived if you have the CFA); CFA or progress towards CFA is a plus Keyword: Portfolio Analyst From: Coldstream Wealth Management ... Portfolio Managers and the Chief Investment Officer. The analyst will report to the CIO and collaborate with...of private investments is preferred + 1-2 years of trading experience; experience with Tamarac is a plus +… more