Investment Advisor/Consultant CFA Charterholder jobs in Full Time

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Found 7 United States jobs

  • Associate Consultant

    • Atlanta, Georgia or Chicago, IL or Summit, NJ
    • Generous comp & benefits pkg: base salary, bonus, 401(k) matching, profit sharing, grp. ins. + more
    • Callan LLC

    As an associate consultant, you will assist the general consultants in all phases of Callan's investment consulting.

  • Investment Associate

    • Santa Monica, California
    • Salary based on experience.
    • Angeles Investment Advisors, LLC

    Work side-by-side w/ the firm's sr. inv. professionals in overseeing, directing, & reporting on all aspects of client relationship & inv. portfolio.

  • VP of Investment Platform

    • Lake Saint Louis, Missouri
    • Compensation package depends on experience and ability to perform all the above tasks.
    • First Heartland

    VP of Investment Platform will work to develop and promote proprietary models. VP will also be a resource to Investment Advisor Representatives.

  • Due Diligence Investment Analyst

    • San Francisco, California / Cleveland, Ohio
    • Commensurate on experience
    • The Townsend Group, an Aon Company

    Analysts in the Fund Review Group participate in all levels of the fund review process.This role may also include some client servicing opportunities.

  • Associate Analyst I-Product Review

    • Saint Louis, Missouri
    • $65,000 - $125,000
    • Edward Jones

    Product Review Overview: Product Review's mission is to help clients achieve their financial goals by ensuring the products the firm offers align w...

  • Senior Investment Analyst

    • Gainesville, Florida
    • Competitive & commensurate with experience
    • University of Florida Investment Corporation

    UFICO is seeking a Senior Analyst to serve as a key member of the investment team managing $5 billion of institutional assets.

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