Wealth Management Passed CFA Level II jobs in Full Time

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Found 14 jobs

  • Research Analyst

    • Charleston, South Carolina (US)
    • Contingent upon experience
    • Commonwealth Financial Group

    The RA is responsible for compiling research reports and making investment recommendations to the Research Committee.

    Top job

  • Senior Investment Analyst

    • Bangalore, India
    • CTC upto 9Lpa
    • Foresight Family Office Private Limited

    Looking for a suitable candidate to take up the role of Investment Analyst at a boutique wealth advisory & management firm based out of Bangalore

    Top job

  • Investment Adviser

    • Nehru Place, Delhi (IN)
    • Negotiable
    • Truemind Capital Services

    Relationship/Wealth Managers who want to be true fiduciary to their clients are welcome in TruemindCapital, a SEBI Registered Investment Adviser(RIA).

    Top job

  • Territory Head - PSU Bank

    • Pan India
    • Attractive as per Industry norms
    • A leading PSU Bank

    Required for leading PSU Bank, 44 positions based pan India, Required graduate with Min 6Yrs of exp in wealth mgm out of which 2 yrs as Team Lead

  • e-Wealth Relationship Manager

    • Mumbai
    • Attractive as per Industry norms
    • A leading PSU Bank

    Required for leading PSU Bank, 50 positions based in Mumbai,Required graduate with Min 2 Yrs of relevant experience in wealth management or in e-sales

  • Sr. Relationship Manager

    • Pan India
    • Attractive as per Industry norms
    • leading PSU Bank

    Sr. Relationship Manager required for a leading PSU Bank. Vacancies: 400 Pan India, Candidate should be Graduate with relevant exp of min. 3yrs

  • 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.

  • Senior Investment Analyst

    • Bangalore, India
    • CTC upto 9Lpa
    • Foresight Family Office Private Limited

    Looking for a suitable candidate to take up the role of Investment Analyst at a boutique wealth advisory & management firm based out of Bangalore

  • 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

  • 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

  • Associate Portfolio Manager

    • Newport Beach, California
    • Competitive salary, dependent upon experience with bonus + generous benefits.
    • Tarbox.com

    We seek an exceptional, investment-focused individual with a curious mind with the ability to develop solutions for complex portfolios.

  • Equity Analyst

    • Chicago, Illinois (US)
    • To be Announced + Benefits
    • Morningstar, Inc

    Our Equity Research team requires an experienced equity analyst.

  • Mutual Fund Accounting Manager

    • Chicago, Illinois (US)
    • To Be Announced
    • Morningstar, Inc

    Morningstar is looking for a Mutual Fund Accounting Manager to join our Morningstar team, which is focused on innovation, and process improvements

  • 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.

  • 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

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