Wealth Management Private Wealth Management Firm jobs in CFA Charterholder

Found 7 North America jobs

• Senior Portfolio Manager

  

  • Littleton, Colorado (US)
  • $160K-$180K DOE + bonus and benefits
  • TalentLink Solutions

  This is your chance to play a key role in the future success of our fast-growing organization.

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  • 4 days ago
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• Senior Investment Analyst

  • Milwaukee, Wisconsin
  • Salary commensurate with experience equivalent to a 3-7 year investment analyst
  • Single Family Office

  Multi-generational Single Family Office is looking to add a Senior Investment Analyst (SIA) to their team. 

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  • 15 days ago
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• Investment Counsellor / Client Relationship Manager (Private Clients)

  

  • Calgary (City), Alberta (CA)
  • Market
  • QV Investors Inc.

  Investment Counsellors meets with existing & prospective clients to discuss needs, makes recommendations, & review performance & market developments.

  View details Investment Counsellor / Client Relationship Manager (Private Clients)

  • 15 days ago
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• Equity Research Analyst

  

  • New York City, New York (US)
  • Base salary plus up to 25% bonus & 25% employer contribution to self-directed retirement account
  • Grandfield & Dodd, LLC

  Grandfield & Dodd, LLC, an independent NYC-based registered investment adviser, seeks an Equity Research Analyst to join our boutique firm.

  View details Equity Research Analyst

  • 18 days ago
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• Senior Investment Officer

  • Saint Paul, Minnesota (US) - hybrid
  • Salary of $185,000+, plus bonus.
  • Fiduciary Counselling, Inc.

  Perform investment research, oversee recommended portfolio allocations, support client relationships, manage complex investment strategies/portfolios

  View details Senior Investment Officer

  • 19 days ago
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• Portfolio Management Associate

  

  • Vancouver, British Columbia (CA)
  • We offer a range of $60,000 - $100,000 for salary depending on the individual's experience.
  • Seymour Investment Management

  This role is for aspiring Portfolio Managers. We offer to encourage and mentor you as you build your career as a valued member of our growing team.

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  • 22 days ago
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• Director of Investment Research for Multi-Family Office

  

  • Pennsylvania (US)
  • DOE
  • NexWealth

  Seasoned Director of Research for multi-family office to lead firm's manager due diligence, portfolio construction and recommendation processes.

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  • 4 days left
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