Performance Analysis Private Wealth Management Firm jobs in CFA Charterholder

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Found 2 Corporate, United States jobs

  • Private Client Analyst

    • Houston, Texas
    • Salary plus bonus, medical, dental, vision, 401k. Salary commensurate with experience 55k starting
    • Crestmont Private Wealth

    Job Description: The financial planning associate will report to the Director of Financial Planning, and the CEO, and be responsible for a variety ...

  • Investment Analyst

    • New York City, New York (US)
    • Competitive Compensation Package
    • Westfuller Advisors, LLC

    Westfuller is seeking an investment analyst to support the Senior Director of Portfolio Strategy and the firm’s values-aligned investment approach.