Investment Advisor/Consultant Private Wealth Management Firm jobs in Passed CFA Level III (Charter Pending)

Keyword search

Broaden your search

Refine your search

You need to sign in to set up job alerts

Found 4 United States 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.

  • Portfolio Manager

    • Columbus, Ohio
    • Salary + Benefits + Bonus + Profit Sharing
    • Johnson Investment Counsel

    A Portfolio Manager is responsible for proactively managing client relationships and providing integrated wealth management services.