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

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Found 9 jobs

  • Investment Associate III- Equity Analyst

    • Boston, Massachusetts (US)
    • Discussed in preliminary phone screen with Talent Acquisition
    • Eastern Bank

    The incumbent will conduct primary research into individual companies, mutual funds, and ETFs to evaluate merit for inclusion in client portfolios;...

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    • 11 days ago
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  • Portfolio Manager

    • Portsmouth, New Hampshire (US)
    • Competitive compensation and benefits package based on experience (significant growth potential)
    • Vigilant Capital Management

    Join a dynamic, growing firm to conduct research, serve on the Investment Policy Committee & deliver portfolio management to high net-worth families.

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    • 17 days ago
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  • Senior Portfolio Manager

    • Various location available: Indiana, PA; Pittsburgh, PA; Exton, PA; Akron, OH and Independence, OH
    • based upon experience
    • S&T Bank

    Join the Stewart Capital portfolio management team and fundamental buy side equity research process as a generalist or with sector assignments.

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    • 4 days ago
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  • Senior Portfolio Manager

    • Naples, Florida
    • Remuneration will be commensurate with the standing of the role.
    • The Naples Trust Company

    The Senior Portfolio Manager coordinates the investment delivery for clients.

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    • 4 days ago
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  • Director, Investment Strategy Group

    • Los Angeles, California
    • Salary, Benefits and Bonus
    • Bel-Air Investment Advisors

    Experience / Education Requirements Bachelor's degree (B. A.) from four-year College or University. Strong technical skills using Excel, PowerPoi...

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    • 18 days ago
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  • Head of Investment Strategy and Communications

    • San Francisco, California
    • Compensation commensurate with skills and experience
    • Waypoint Wealth Partners

    We are seeking a Head of Investment Strategy & Communications for our team, who is interested in building a long‐term career and potential ownership.

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    • 19 days ago
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  • Senior Investment Associate

    • Vancouver, British Columbia (CA)
    • This role offers a competitive compensation plan.
    • Canaccord Genuity

    Pinkowski Wealth Management of Canaccord Genuity is seeking a licensed Senior Investment Associate/Analyst who will focus on the research and trading.

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    • 20 days ago
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  • Private Client Associate

    • Downtown Winnipeg
    • Up to $60,000 per year, plus bonus.
    • Value Partners Investment Counsel

    Build a career working with high net worth Private Clients in an entrepreneurial private company managing over $3.8 billion in assets.

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    • Expiring today
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  • Associate

    • Mumbai, Konkan (IN)
    • As par Market
    • Tristone Strategic Partners LLP

    Tristone Partners is a financial services firm based in Mumbai that provides investments and finance related support services .

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    • Expiring today
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