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

Keyword search

Broaden your search

Refine your search

You need to sign in to set up job alerts

Found 2 United States jobs

  • 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. 

  • 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