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 15 jobs

  • FINANCE MANAGER

    • Singapore (SG)
    • Up to $120,000 with attractive benefits
    • PARADIGM RECRUITMENT PTE LTD

    Provide financial reports and interpret financial information to managerial staff while recommending further courses of action. Advise on invest...

  • Senior Research Analyst

    • Chennai, Tamil Nadu (IN)
    • Best for the right candidate
    • Marmore MENA intelligence pvt ltd

    Marmore is looking for individuals who will undertake business and financial analysis.

  • Back office operations for Asset Management firm

    • Ahmedabad, Gujarat (IN)
    • Negotiable
    • Pi Square Investments

    No. of Vacancies - 1 Job Description Co-ordinate with brokerage houses for equity orders Co-ordinate with Manage Mutual fund managers to review por...

  • Sales & Marketing – Finance

    • Ahmedabad, Gujarat
    • 4-6L + incentives (depending on the candidate’s profile)
    • Pi Square Investments

    Sourcing clients, acquiring new clients, ensuring smooth client service for new as well as existing clients, providing financial advisory

  • Hiring For Equity Trader - Mumbai

    • Mumbai, Konkan (IN)
    • 10 - 16 Lakhs (negotiable)
    • Aranca (Mumbai) Pvt. Ltd.

    Dealer / Trader who can enter orders on a global markets investment platform & do best price execution. Knowledge of global stocks and global macros

  • Wealth Manager

    • Mumbai, Maharashta
    • Inline with the market
    • Ladderup Wealth Management Pvt Ltd

    Acquire and manage relationships, client portfolio analysis, recommend strategies, evaluate and update the financial market trends and opportunities.

  • Hiring For Equity Trader - Mumbai

    • Mumbai, Konkan (IN)
    • 10 - 16 Lakhs (negotiable)
    • Aranca (Mumbai) Pvt. Ltd.

    Dealer / Trader who can enter orders on a global markets investment platform & do best price execution. Knowledge of global stocks and global macros

  • RM Analyst

    • Mumbai, Konkan (IN)
    • 10 -12L p.a. + Bonus
    • Waterfield Advisors Private Limited

    Position Requirements/ Preferred Skills Strong processing skills and the ability to deliver high quality service to a small group of high profile ...

  • Investment Research Analyst

    • Saint Louis, Missouri
    • Competitive salary + semi-annual bonuses + benefits
    • Socium Advisors - Northwestern Mutual

    We are looking for a thought leader to help our rapidly growing firm by overseeing and managing research and investment policy.

  • Operational Due Diligence (ODD) Specialist

    • Boston, Massachusetts (US)
    • Competitive compensation, negotiable based on experience.
    • SCS Financial Services, LLC

    Join our growing firm and great culture with this exciting opportunity to contribute to our firm's core operational due diligence function.

  • Investment Analyst

    • Pittsburgh, Pennsylvania
    • Excellent compensation and benefits package
    • Fragasso Financial Advisors

    We are seeking someone who is passionate about research and analysis for our Investment Analyst position. Send a resume today!

  • Investment Analyst

    • Pittsburgh, Pennsylvania
    • Investment Analyst with High Wealth Family Office
    • Kyler Professional Search

    Our goal is to provide families with a customized approach to meet their long run objectives and prepare the next generation for wealth transfer.

  • Portfolio Administrator

    • Austin, Texas
    • Base: $75-100k based on experience, Bonus: 10-25% of base (individual and firm level goals)
    • Austin Wealth Management, LLC

    Responsible for executing trades, developing strategies with financial advisors, improving technology platforms, and leading research efforts.

  • Associate, Wealth Advisor

    • Reston, VA
    • Open/Negotiable on base salary, bonus and equity in Cresset
    • Cresset

    Wealth Advisor Associate is a growth position allowing the new hire to train and become a Wealth Advisor under the guidance of leadership.

  • REGISTERED INVESTMENT ADVISOR

    • Mechanicsburg, Pennsylvania
    • Salary & bonus commensurate, medical insurance, 401(k), continuing education, vacation & holidays
    • MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

    Prepare financial plans, meet clients to discuss financial plans, manage & monitor portfolios, make investment trades, open accounts, attract clients

You need to sign in to set up job alerts