Equities Research: Sell Side Private Wealth Management Firm jobs in Passed CFA Level III (Charter Pending)

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Found 2 jobs

  • Investment Portfolio Manager

    • Norfolk, Virginia (US)
    • Base Salary plus Bonus
    • Wilbanks, Smith & Thomas Asset Management, LLC

    Investment Portfolio Manager will report to the Managing Principal and work closely with his clients to manage and grow existing portfolios.

    New

    Top job

  • Investment Portfolio Manager

    • Norfolk, Virginia (US)
    • Base Salary plus Bonus
    • Wilbanks, Smith & Thomas Asset Management, LLC

    Investment Portfolio Manager will report to the Managing Principal and work closely with his clients to manage and grow existing portfolios.

    New

  • Wealth Management Client Solutions (TBD Based on Experience)

    • Westlake Village, California
    • To be determined based on candidates experience
    • Westlake Village

    ABOUT OUR FIRM: We are a rapidly growing independent wealth management firm located in Westlake Village, CA that manages money for high net worth f...