As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... asset allocation decisions * Prepare analysis for clients to provide context for financial ...
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... asset allocation decisions * Prepare analysis for clients to provide context for financial ...
Associate's or Bachelor's degree in Computer Science, Business, or a related field preferred. * 1-3 years of experience in IT asset management, IT operations, or a related support role. * IAITAM CAMP ...
Associate's or Bachelor's degree in Computer Science, Business, or a related field preferred. * 1-3 years of experience in IT asset management, IT operations, or a related support role. * IAITAM CAMP ...
Senior Wealth Management Associate
Portland, OR ยท Hybrid
$100K - $120K/yr
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... asset allocation decisions * Prepare analysis for clients to provide context for financial ...
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Senior Wealth Management Associate
Portland, OR ยท Hybrid
$100K - $120K/yr
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... asset allocation decisions * Prepare analysis for clients to provide context for financial ...
Senior Wealth Management Associate
Portland, OR ยท On-site
$100K - $120K/yr
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... asset allocation decisions * Prepare analysis for clients to provide context for financial ...
Senior Wealth Management Associate
Portland, OR ยท On-site
$100K - $120K/yr
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... asset allocation decisions * Prepare analysis for clients to provide context for financial ...
What You Will Do All Lowe's associates deliver quality customer service while maintaining a store ... management and recognition. โข 1 year of experience with conducing quality reviews/audits. โข ...
What You Will Do All Lowe's associates deliver quality customer service while maintaining a store ... management and recognition. โข 1 year of experience with conducing quality reviews/audits. โข ...
Manage the Asset Protection department. Demonstrate the company's core values of respect, honesty ... Deliver and encourage other associates to deliver excellent customer service * Maximize sales and ...
Manage the Asset Protection department. Demonstrate the company's core values of respect, honesty ... Deliver and encourage other associates to deliver excellent customer service * Maximize sales and ...
Manage the Asset Protection department. Demonstrate the company's core values of respect, honesty ... Deliver and encourage other associates to deliver excellent customer service * Maximize sales and ...
Manage the Asset Protection department. Demonstrate the company's core values of respect, honesty ... Deliver and encourage other associates to deliver excellent customer service * Maximize sales and ...
Manage the Asset Protection department. Demonstrate the company's core values of respect, honesty ... Deliver and encourage other associates to deliver excellent customer service * Maximize sales and ...
Manage the Asset Protection department. Demonstrate the company's core values of respect, honesty ... Deliver and encourage other associates to deliver excellent customer service * Maximize sales and ...
Asset Protection Associate - Valley River Ctr
$16.75 - $22.25/hr
Creates and manages records using approved Company methods for reporting apprehension, witness ... Based on direction from Asset Protection leadership, will collect evidence and/or monitor associate ...
Asset Protection Associate - Valley River Ctr
$16.75 - $22.25/hr
Creates and manages records using approved Company methods for reporting apprehension, witness ... Based on direction from Asset Protection leadership, will collect evidence and/or monitor associate ...
Strategic Advisor-Clinical Assets
Portland, OR ยท On-site
$95K - $120K/yr
Every associate matters and makes a difference It is truly a culture like no other - We hope you ... This individual is intimately familiar with the client's asset management process and leverages ...
Strategic Advisor-Clinical Assets
Portland, OR ยท On-site
$95K - $120K/yr
Every associate matters and makes a difference It is truly a culture like no other - We hope you ... This individual is intimately familiar with the client's asset management process and leverages ...
Portfolio Manager
Portland, OR ยท Hybrid
Client asset management, including development of investment policy statements and asset allocation ... Mentor and develop a team of Associate PM and Portfolio Administrator
Portfolio Manager
Portland, OR ยท Hybrid
Client asset management, including development of investment policy statements and asset allocation ... Mentor and develop a team of Associate PM and Portfolio Administrator
Event Operations Associate - NA HOKA
OR ยท On-site +1
$31.15 - $38.94/hr
Event Operations Associate - NA HOKA Reports to: Sr. Manager, Events - HOKA NA Location: Remote ... Asset management, shipping, and logistics (60%) * Lead coordination of all shipping and transport ...
Event Operations Associate - NA HOKA
OR ยท On-site +1
$31.15 - $38.94/hr
Event Operations Associate - NA HOKA Reports to: Sr. Manager, Events - HOKA NA Location: Remote ... Asset management, shipping, and logistics (60%) * Lead coordination of all shipping and transport ...
Asset Protection Specialist
Portland, OR ยท On-site
$21.25 - $22.75/hr
The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on ... associates, vendors, customers, and the Company. They must demonstrate integrity at all times ...
Asset Protection Specialist
Portland, OR ยท On-site
$21.25 - $22.75/hr
The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on ... associates, vendors, customers, and the Company. They must demonstrate integrity at all times ...
Asset Protection Specialist
Salem, OR ยท On-site
$20 - $21.50/hr
The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on ... associates, vendors, customers, and the Company. They must demonstrate integrity at all times ...
Asset Protection Specialist
Salem, OR ยท On-site
$20 - $21.50/hr
The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on ... associates, vendors, customers, and the Company. They must demonstrate integrity at all times ...
Asset Protection Specialist
Happy Valley, OR ยท On-site
$20.75 - $22.25/hr
The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on ... associates, vendors, customers, and the Company. They must demonstrate integrity at all times ...
Asset Protection Specialist
Happy Valley, OR ยท On-site
$20.75 - $22.25/hr
The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on ... associates, vendors, customers, and the Company. They must demonstrate integrity at all times ...
Asset Protection Specialist
Portland, OR ยท On-site
$21.25 - $22.75/hr
The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on ... associates, vendors, customers, and the Company. They must demonstrate integrity at all times ...
Asset Protection Specialist
Portland, OR ยท On-site
$21.25 - $22.75/hr
The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on ... associates, vendors, customers, and the Company. They must demonstrate integrity at all times ...
Asset Protection Specialist
Redmond, OR ยท On-site
$21.25 - $22.75/hr
The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on ... associates, vendors, customers, and the Company. They must demonstrate integrity at all times ...
Asset Protection Specialist
Redmond, OR ยท On-site
$21.25 - $22.75/hr
The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on ... associates, vendors, customers, and the Company. They must demonstrate integrity at all times ...
Asset Protection Specialist
Portland, OR ยท On-site
$21.25 - $22.75/hr
The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on ... associates, vendors, customers, and the Company. They must demonstrate integrity at all times ...
Asset Protection Specialist
Portland, OR ยท On-site
$21.25 - $22.75/hr
The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on ... associates, vendors, customers, and the Company. They must demonstrate integrity at all times ...
Asset Protection Specialist
Grants Pass, OR ยท On-site
$20 - $21.50/hr
The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on ... associates, vendors, customers, and the Company. They must demonstrate integrity at all times ...
Asset Protection Specialist
Grants Pass, OR ยท On-site
$20 - $21.50/hr
The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on ... associates, vendors, customers, and the Company. They must demonstrate integrity at all times ...
Asset Protection Specialist
Tigard, OR ยท On-site
$21.25 - $22.75/hr
The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on ... associates, vendors, customers, and the Company. They must demonstrate integrity at all times ...
Asset Protection Specialist
Tigard, OR ยท On-site
$21.25 - $22.75/hr
The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on ... associates, vendors, customers, and the Company. They must demonstrate integrity at all times ...
Asset Management Associate information
See Oregon salary details
$9.91 - $12.06
2% of jobs
$12.06 - $14.21
6% of jobs
$15.87 is the 25th percentile. Wages below this are outliers.
$14.21 - $16.36
21% of jobs
The median wage is $17.99 / hr.
$16.36 - $18.51
27% of jobs
$18.51 - $20.66
18% of jobs
$20.75 is the 75th percentile. Wages above this are outliers.
$20.66 - $22.80
12% of jobs
$22.80 - $24.95
5% of jobs
$24.95 - $27.10
3% of jobs
$27.10 - $29.25
2% of jobs
$29.25 - $31.40
2% of jobs
$31.40 - $33.55
1% of jobs
$9
$20
$33
How much do asset management associate jobs pay per hour?
Is asset management a high paying job?
Who are the big 3 asset managers?
What are the key skills and qualifications needed to thrive as an Asset Management Associate, and why are they important?
What does an asset management associate do?
Is associate mean entry-level?
What is the difference between Asset Management Associate vs Investment Analyst?
| Aspect | Asset Management Associate | Investment Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, often CFA Level I or II | Bachelor's degree, often CFA Level I or II |
| Work Environment | Financial firms, asset management companies | Investment banks, asset management firms |
| Employer & Industry Usage | Asset management firms, mutual funds | Hedge funds, investment banks |
| Common Search & Comparison | Yes | Yes |
The Asset Management Associate and Investment Analyst roles share similar educational backgrounds and work environments, often requiring CFA levels. While associates focus on supporting portfolio management and client reporting, investment analysts primarily conduct research and analyze investment opportunities. Both roles are integral to asset management firms, but their daily tasks and focus areas differ slightly, making them common points of comparison for job seekers in finance.
How does an Asset Management Associate typically collaborate with other departments within a firm?
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Full-time
Posted 11 days ago
Job description
If you're looking to leverage your background in financial planning and client service within a team that values proactive, holistic planning, Coldstream Wealth Management could be the perfect next step for you.
Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In 2024, Arnerich Massena merged with Coldstream. Located in NE Portland, the team is now adding a Senior Wealth Management Associate position.
This position has the opportunity for career advancement within client service/team operations or towards becoming a Wealth Manager (advisor). As a Sr. Wealth Management Associate, you will build relationships, translate complex information, and coordinate the delivery of outstanding client service.
We have a hybrid work environment, with team members working in our office three days per week (Tuesday through Thursday, 8:00-5:00) and then able to work remotely the other two days if they choose.
Specific responsibilities include:
- Act as a primary point of contact for clients, outside advisors (CPAs/attorneys), and custodians
- Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage post-meeting action items
- Utilize financial planning tools to analyze and assist in making recommendations regarding clients' cash flow, long-term plan, and asset allocation decisions
- Prepare analysis for clients to provide context for financial decisions, such as buying or maintaining life/disability/LTC insurance, funding 529 plans, or refinancing debt
- Coordinate, manage and delegate workflow to the team's Client Service Associates
- Oversee annual tax reporting and completion of relevant tax documentation in coordination with CPAs
- Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; review documentation prepared by CSAs
- Coordinate client 'touch points,' including anniversaries, thank you notes, and gifts
About Coldstream Wealth Management
Sourced by ZipRecruiter
Industry
Investment management and consulting services
Company size
51 - 200 Employees
Headquarters location
Bellevue, WA, US
Year founded
1996