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

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Found 4 United States jobs for open / negotiable

  • 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.

  • 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.

  • 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