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

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Found 10 North America jobs

  • Director Business Development

    • Houston, Texas (US)
    • Guaranteed compensation, quarterly bonuses, profit sharing and the opportunity to earn equity
    • CAZ Investments

    Our ISM team is focused on expanding the capital base of our Network of Investors and this role will primarily oversee a growing group of ISM's (BD's)

  • FIXED INCOME STRATEGIST AND PORTFOLIO MANAGER – ATLANTA

    • Atlanta, Georgia
    • Competitive Compensation and Benefits; Hybrid Work Option
    • Edge Capital Group

    Seeking a highly motivated individual with demonstrated experience in fixed income allocation, short-duration fixed income, and due diligence.

  • Research Associate, Equities

    • Calgary, AB
    • Market
    • QV Investors Inc.

    QV currently has an opening for a Research Associate to support our investment team in the analysis of equities.

  • Investment Analyst

    • New York City, New York (US)
    • Competitive Compensation Package
    • Westfuller Advisors, LLC

    Westfuller is seeking an investment analyst to support the Senior Director of Portfolio Strategy and the firm’s values-aligned investment approach.

  • Investment Analyst

    • Wexford, Pennsylvania
    • Salary range: $70,000 - $100,000
    • Gibson Capital, LLC

    Our Analysts provide support for our team of Advisors as they conduct investment research and serve clients of the firm.

  • Portfolio Manager

    • Nashville, Tennessee
    • Base Salary Plus Discretionary Bonus. Competitive Benefits as well.
    • InterOcean Capital Group, LLC

    InterOcean Capital Group, LLC is a growing RIA firm with approximately $4.3B in assets under management. We are seeking a Portfolio Manager.

  • 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

  • Investment Analyst

    • Langley, British Columbia (CA)
    • Commensurate with experience
    • Capstone Asset Management

    Capstone Asset Management seeks a motivated Investment Analyst who, as part of the Investment Management Team.

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