Private Wealth Management Firm jobs in Passed CFA Level I

Keyword search

Broaden your search

Refine your search

You need to sign in to set up job alerts

Found 3 North America jobs

  • Portfolio Manager/Trader

    • Orange County, California
    • Competitive salary, dependent upon experience with bonus + generous benefits.
    • Confidential

    Overview The firm seeks to add an investment professional with at least three years of individual taxable and tax-deferred portfolio management/tra...

  • Investment Analyst/Assistant Portfolio Manager

    • Raleigh, North Carolina (US)
    • Competitive
    • Summit Financial, LLC

    Macro, Due Diligence, Portfolio Management, Construction and Risk, Equities, Fixed Income, Alternatives, Real Estate, Private Equity and Credit

  • Portfolio Manager

    • El Paso, Texas
    • Remuneration will be commensurate with the standing of the role.
    • WestStar Wealth Management

    Client-facing, hands-on fiduciary portfolio management encompassing strategic & tactical asset allocation, manager search, selection & due diligence.