Private Wealth Management Firm Passed CFA Level I Full Time jobs in Bachelors

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Found 9 North America jobs

  • Investment Analyst II

    • Santa Barbara, California
    • Full-time, non-exempt position, 3 week vacation, tuition reimbursement + benefits
    • Montecito Bank & Trust

    Are you a talented professional who excels at personalized service, enjoys getting involved in your communities and has a desire to work for an or...

  • Chief Investment Officer/Senior Advisor

    • Edmond, Oklahoma
    • Base Salary: $120,000-$150,000 based on experience and qualifications/Individual & Team Bonuses
    • Burnett Financial Group

    Independent Registered Investment Advisory Firm serving HNW business owners/families. Seeking to add a Chief Investment Officer/Advisor to our team.

  • Investment Analyst

    • Rockville, MD
    • Up to $80,000 annually + benefits
    • Financial Services Advisory, Inc.

    Tactical firm seeks analyst to conduct market and securities research, along with trading and managing of client portfolios. CFA or CMT preferred.

  • Equity Research Analyst

    • New York City, New York (US)
    • Commensurate with experience + Health + 401(k)
    • Livian & Co.

    Livian & Co. a growing wealth management firm formed in 2010 by a group of investment professionals, is seeking a financial analyst (equity researc...

  • Investment Analyst

    • College Station, Texas
    • Salary commensurate with experience and qualifications
    • Briaud Financial Advisors

    Seeking an Investment Analyst to join our growing investment team.

  • Client Portfolio Manager & Trade Specialist

    • Beaufort, South Carolina
    • Pay/benefits are competitive based on industry standards. Compensation includes Base & Incentives.
    • Verity Investment Partners

    The Client Portfolio Manager (CPM) & Trade Specialist will provide oversight and implement all trade related operational and administrative functions.

  • J.P. Morgan Advisors Investment Associate, Philadelphia, PA

    • Philadelphia, Pennsylvania (US)
    • Base, Bonus + Benefits
    • JPMorgan Chase

    JPMorgan Chase & Co.  (NYSE: JPM)  is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and o...

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