Private Wealth Management Firm CFA Charterholder jobs in Full Time

You need to sign in to set up job alerts

Manage your job alerts

Found 14 jobs

  • Assistant Portfolio Manager

    • Seattle, WA
    • Competitive base salary and bonus, commensurate with experience and performance
    • Garde Capital, Inc.

    Boutique investment firm in Seattle, WA is seeking an Assistant Portfolio Manager for trading, research, and analytics.

    View details

    • 4 days ago
    • You need to sign in to save

  • Director of Investment Management

    • Overland Park, KS
    • Salary commensurate with education and experience.
    • Prosperity Advisors, LLC

    Lead a team of professionals managing $2 billion AUA. Oversee asset allocation & due diligence of mutual funds, ETFs, stocks, bonds, & alternatives.

    View details

    • 29 days ago
    • You need to sign in to save

  • Account Manager

    • Mumbai
    • INR 8 lakhs-10 lakhs
    • Ambit Pvt Ltd

    Ambit Wealth Team is hiring!! Account Manager- Client Relations Key Responsibilities Required: Looking for someone that is comfortable taking exis...

    View details

    • 32 days ago
    • You need to sign in to save

  • Lead Quantitative Analyst

    • Mumbai Central, Konkan (IN)
    • Best in the Industry
    • Morningstar India Pvt Ltd

    The Role: Morningstar Indexes seeks an intelligent and creative professional for its Index Management and Analytics team.

    View details

    • 7 days left
    • You need to sign in to save

  • Trainee - Investment Advisor

    • Bangalore City, Bangalore (IN)
    • 4,00,000 to 7,000,000
    • Entrust Family Office

     We are hiring! CFAs & Product Advisory aspirants with 2-5 yrs experience in equity capital markets with strong analytical & presentation skills.

    View details

    • 5 days left
    • You need to sign in to save

  • Portfolio Manager

    • Ridgeland, South Carolina
    • up to $125,000 per year + bonus, ESOP ownership and healthcare benefits
    • Dividend Assets Capital

    Position Description for Portfolio Manager: The primary roles of the Portfolio Manager for Dividend Assets Capital (DAC) are: to serve as the prim...

    View details

    • Expiring today
    • You need to sign in to save

  • Portfolio Manager

    • Ridgeland, South Carolina
    • up to $125,000 per year + bonus, ESOP ownership and healthcare benefits
    • DAC

    Position Description for Portfolio Manager: The primary roles of the Portfolio Manager for Dividend Assets Capital (DAC) are: to serve as the prim...

    View details

    • Expiring today
    • You need to sign in to save

  • INVESTMENT ASSOCIATE

    • Saint Louis, Missouri
    • Competitive salary and benefits
    • The St. Louis Trust Company

    This role will have broad exposure to private and public markets, and closely collaborate with the Investment Department and client service teams.

    View details

    • 11 days ago
    • You need to sign in to save

  • Portfolio Analyst

    • Milwaukee, Wisconsin
    • Base + Bonus
    • Baird

    Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide adv...

    View details

    • 11 days ago
    • You need to sign in to save

  • Senior Wealth Advisor

    • Seattle, Washington State
    • An attractive compensation package will be offered commensurate with experience and ability. This p
    • Bordeaux Wealth Advisors

    Bordeaux Wealth Advisors, a premier investment advisory and wealth management firm seeks outstanding Wealth Advisor for the Seattle market.

    View details

    • 13 days ago
    • You need to sign in to save

  • Manager, Investments

    • Dallas, Texas (US)
    • Competitive salary and total rewards
    • Tolleson Wealth Management

    Assume primary due diligence responsibilities for existing third-party money managers across equity, fixed income, and private investment landscape...

    View details

    • 15 days ago
    • You need to sign in to save

  • Portfolio Manager

    • Edmonton
    • Bonus on performance + HSA and eligible business expenses covered
    • Bilyk Financial Wealth Management

    Help create model portfolios, monitor and rebalance client accounts along with keeping accounts compliance and kyp information up to date.  Review ...

    View details

    • 39 days ago
    • You need to sign in to save

  • Senior Investment Advisor

    • Seattle
    • DOE
    • McCutchen Group, LLC

    This is client facing investment advisory role. The ideal candidate will have broad investment experience and enjoy working with HNW clients.

    View details

    • 42 days ago
    • You need to sign in to save

  • Portfolio Associate

    • Tampa, Florida
    • Market Comp including base, benefits and discretionary bonus
    • Clearwell Advisors, LLC

    Clearwell Group, LLC Job Description:  Portfolio Associate Contact:  Please send resume and cover letter to Mary Bruder (mary@clearwellgroup.com)  ...

    View details

    • 42 days ago
    • You need to sign in to save

You need to sign in to set up job alerts

Manage your job alerts

Subscribe