Investment Advisor/Consultant Private Wealth Management Firm jobs in Passed CFA Level II

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Found 4 Corporate, North America jobs

  • Director, Investment Strategy Group

    • Los Angeles, California
    • Salary, Benefits and Bonus
    • Bel-Air Investment Advisors

    Experience / Education Requirements Bachelor's degree (B. A.) from four-year College or University. Strong technical skills using Excel, PowerPoi...

  • Head of Investment Strategy and Communications

    • San Francisco, California
    • Compensation commensurate with skills and experience
    • Waypoint Wealth Partners

    We are seeking a Head of Investment Strategy & Communications for our team, who is interested in building a long‐term career and potential ownership.

  • Private Client Associate

    • Downtown Winnipeg
    • Up to $60,000 per year, plus bonus.
    • Value Partners Investment Counsel

    Build a career working with high net worth Private Clients in an entrepreneurial private company managing over $3.8 billion in assets.