Investment Advisor/Consultant CFA Charterholder jobs in Full Time

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Found 6 Corporate, North America jobs

  • Wealth Manager

    • Mumbai, Maharashta
    • Inline with the market
    • Ladderup Wealth Management Pvt Ltd

    Acquire and manage relationships, client portfolio analysis, recommend strategies, evaluate and update the financial market trends and opportunities.

    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

  • Assistant Portfolio Manager/Portfolio Manager

    • Canton, Massachusetts (US)
    • Salary and benefits - with additional opportunities for bonuses based upon goals met, etc.
    • Gray, Gray & Gray

    By integrating independent wealth management, accounting and tax planning services, we give our clients a complete financial understanding.

  • Private Wealth Investment Management Specialist

    • Los Angeles County, California
    • $100,000 - $200,000 commenserate with applicable experience
    • Merrrill Private Wealth

    Position Overview: Seeking a Chartered Financial Analyst, with at least two years’ experience, preferably in private wealth management.

  • Investment Consultant

    • Atlanta, Georgia
    • Callan offers a generous compensation and benefits package, including base salary, bonus.
    • Callan LLC

    About the Position The Atlanta Consulting team is responsible for working directly with institutional plan sponsors and asset owners. Clients repre...

  • Portfolio Manager

    • Altoona, Wisconsin
    • $90,000 - $150,000/yr.
    • Bernicke Wealth Management, Ltd.

    This position will entail investment research, portfolio management, and communication of strategies to the firm’s advisors and clients to help bui...

  • Research Analyst

    • Asheville, North Carolina (US)
    • Salary commensurate with qualifications. Median salary is $65,000.
    • Parsec Financial

    The RA must be able to identify, select, and communicate relevant economic, market and security-specific research to aid in our investment process.

  • Senior Consultant - Private Markets

    • Chicago, New York City, or San Francisco
    • Competitive compensation package is offered, including base salary and annual bonus.
    • Callan LLC

    Callan is seeking a senior-level professional with a minimum of ten years of demonstrated experience in private markets.

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