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

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Found 2 California jobs

  • Relationship Manager

    • Santa Barbara County, California
    • Compensation is competitive.
    • WEST COAST FINANCIAL JOBS

    We are currently seeking a candidate who has strong relationship management skills, the ability to meet with client and present performance reports.

  • 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...