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Required CredentialsHigh school diploma or equivalent; HVAC certification often preferredHigh school diploma or equivalent; HVAC certification required
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Industry UsageGeneral geographic location and job marketSpecialized trade within HVAC industry
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If you join a team in Boise, you can expect to work on a diverse range of projects, often with a focus on technology, agriculture, or manufacturing, reflecting the region’s key industries. Teams in Boise are known for their collaborative and supportive work environment, where cross-functional teamwork is common. Employees often have opportunities to contribute to both local and national initiatives, which helps broaden their experience and skill set. Additionally, companies in Boise typically offer clear paths for career advancement, making it a great location for professional growth.

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Boise jobs refer to employment opportunities located in the city of Boise, Idaho. These jobs span a wide range of industries, including technology, healthcare, education, government, and manufacturing. Boise is known for its growing tech sector, vibrant downtown, and access to outdoor recreation, making it an attractive location for job seekers. Many positions are available with local companies and national employers that have a presence in the area. Job seekers can find positions ranging from entry-level to executive roles.
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Infographic showing various Boise job openings in Alaska as of August 2026, with employment types broken down into 77% Full Time, 17% Part Time, 5% Contract, and 1% Nights. Highlights an 91% Physical, 5% Hybrid, and 4% Remote job distribution.

Wealth Management Associate

Coldstream Wealth Management

Kenai, AK • Hybrid

Full-time

Re-posted 24 days ago

Job description

Are you looking for a wealth management firm that provides career development, work-life balance, and a collaborative work culture? Then Coldstream might be a great fit for you!

As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ensuring that our clients receive outstanding service and support.

We have a hybrid work environment - in office Tuesday through Thursday, work remotely Monday and Friday, 7:00am - 4:00pm minus lunch.

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Kenai, Seattle, Mercer Island, Bellevue, and Kirkland, WA, Portland, OR, and Boise, ID. For more on Coldstream, please visit www.coldstream.com.

Specific responsibilities include:

  • Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly.
    • Serving as a primary point of contact with clients
    • Partnering with custodians/investment managers
    • Overseeing the gathering of client information and managing data integrity in our CRM
  • Client Meetings: Participating in client meetings alongside our Wealth Manager and presenting ideas and concepts in an organized and effective manner
    • Preparing meeting summaries
    • Creating and managing post-meeting action items
  • Wealth Planning: Assisting the Wealth Manager in creating financial plans
  • Client Onboarding: Overseeing and coordinating the new client onboarding process
  • Serve as a Resource/Mentor for CSA:
    • Delegating tasks to our Client Service Associate
    • Handling overflow money movement requests when the CSA is busy or absent

Apply