Investment Advisor/Consultant Passed CFA Level III (Charter Pending) jobs in Full Time

Found 13 jobs

• Investment Analyst

  

  • Norfolk, Virginia
  • Entry to Mid-Level Associate
  • Wilbanks, Smith & Thomas Asset Management, LLC

  Role is to serve as support to a few Portfolio Managers. Individual will be responsible for a variety of research and portfolio management activities.

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  • 7 days ago
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• ASSOCIATE DIRECTOR - EMERGING RESEARCH TECHNOLOGY

  

  • Colombo (LK)
  • Pay will be commensurate with education as well as experience and will be paid in USD
  • Uzabase Inc.

  JOB DESCRIPTION Produce detailed thematic reports on emerging technologies, new industries, and global/ regional business trends with a high level ...

  View details ASSOCIATE DIRECTOR - EMERGING RESEARCH TECHNOLOGY

  • 22 days ago
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• Senior Public Equity Research Analyst

  

  • Winter Park, Florida
  • Competitive salary + benefits
  • AndCo Consulting

  Senior Public Equity Research Analyst

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  • 14 days ago
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• ASSOCIATE DIRECTOR - EMERGING RESEARCH TECHNOLOGY

  

  • Colombo (LK)
  • Pay will be commensurate with education as well as experience and will be paid in USD
  • Uzabase Inc.

  JOB DESCRIPTION Produce detailed thematic reports on emerging technologies, new industries, and global/ regional business trends with a high level ...

  View details ASSOCIATE DIRECTOR - EMERGING RESEARCH TECHNOLOGY

  • 22 days ago
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• Investment Manager

  • Mexico City (MX)
  • Negotiable
  • Compass Family Office

  Compass Family Office es una empresa de inversión enfocada en: • Inversiones Pasivas – fondos de renta fija y renta variable que cotizan en la bols...

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  • 1 day ago
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  New

• Senior Investment Advisor

  

  • Richmond, Virginia
  • Competitive Salary
  • Leah Yosef International

  Dynamic National Wealth Management Firm seeks a Senior Investment Advisor in Richmond, VA to inherit a book of high-net-worth clientele (400m+ AUM)

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  • 2 days ago
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• Financial Associate

  • Mumbai, Konkan (IN)
  • As per Industry standard
  • Tristone Strategic Partners

  Tristone Partners is a financial services firm based in Mumbai that provides investments and corporate finance related advisory services to clients...

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  • 3 days ago
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• Portfolio Strategist

  • Charlotte, North Carolina (US)
  • $75,000-$85,000 base salary + commission + benefits
  • Horizon Investments

  The Portfolio Strategist is an investment management role supporting Horizon’s consulting clients. The primary responsibilities of this role includ...

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  • 7 days ago
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• Investment Manager

  • Mexico City (MX)
  • Negotiable
  • HSBC

  Role purpose The main purpose of the Product Expert (Investment) is the personalized attention and advice of clients with a value greater than two ...

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  • 9 days ago
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• Asociado / Analista Sr de Finanzas

  • Mexico City (MX)
  • Negotiable
  • Lock Capital Solutions

  Lock Capital Solutions es una empresa cuya actividad principal es proveer servicios de administración, operación y soluciones regulatorias a Fideic...

  View details Asociado / Analista Sr de Finanzas

  • 9 days ago
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• Analista de capitales

  • Mexico City (MX)
  • Salary $60,000 pesos
  • OIG

  Descripción: Análisis de empresas emisoras de acciones listadas de los sectores que se le asignen (de los EEUU, Europa y mercados desarrollados pr...

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  • 9 days ago
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• Portfolio Manager

  

  • Tacoma, Washington State
  • Starting base salary is $125k plus incentive with cap at $200k plus extensive bene package
  • Financial Insights Wealth Management

  Medium size woman owned wealth management firm is looking for a Portfolio Manager to work in a small all female team. Oversight of 300 million in AUM

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  • 12 days ago
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• Client Portfolio Manager (institutional channel, business development, wholesales, service)

  

  • Seattle, Washington State
  • $125k-$175k depending on experience, + benefits and discretionary bonus potential
  • Zevenbergen Capital Investments

  Client Portfolio Managers implement strategies to nurture and grow institutional assets under management.

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  • 14 days ago
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• Analista de Inversiones

  • Mexico City (MX)
  • Negotiable
  • Koval - Inversiones

  Descripción de la posición: Análisis de empresas emisoras de acciones listadas de los sectores que se le asignen (de Mx,los EEUU, Europa y China). ...

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  • 20 days ago
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• Senior Financial Analyst

  

  • Dallas, Texas (US)
  • Up to $130,000 per year + benefits
  • Lantower Residential

  *This position will be in-office located in Dallas, TX. Relocation allowance considered* Purpose: The Senior Financial Analyst provides executive t...

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  • 7 days left
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