Private Wealth Management Firm jobs in Passed CFA Level III (Charter Pending)

Found 5 Corporate jobs

• Client Portfolio Manager (institutional channel, business development, wholesales, service)

  

  • Seattle, Washington State
  • $125k-$175k depending on experience, + benefits and discretionary bonus potential
  • Zevenbergen Capital Investments

  Client Portfolio Managers implement strategies to nurture and grow institutional assets under management.

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  • 2 days ago
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• Equity Research Analyst

  • Chennai or Mumbai
  • Negotiable
  • Spark Capital Advisors (India) P Ltd

  Spark Family Office and Investment Advisors (India) Private Limited, or Spark Private Wealth, is a subsidiary of Spark Capital Advisors (India) Lim...

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  • 3 days ago
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• Investment Research Analyst

  

  • DFW
  • Competitive salary plus insurance benefits, retirement, paid time off
  • Carter Financial Management

  Prestigious Dallas wealth management firm seeks experienced Investment Analyst to join our nationally respected financial planning team.

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  • 5 days ago
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• Ideation - Equities/Fixed Income

  • Worli, Konkan (IN)
  • Negotiable
  • Sicomoro Advisors Private Limited

  Part of team involved in generating investment ideas to meet the clients financial goals   Contribute to and prepare investment proposals for clie...

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  • Expiring today
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• Relationship Manager

  • Worli, Mumbai
  • Negotiable
  • Sicomoro Advisors Private Limited

  Prospecting – Maintain active list of prospects and keep strong engagement to convert them to client.  Client Management – Ensuring high level of ...

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  • Expiring today
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