Investment Advisor/Consultant CFA Charterholder jobs in Full Time

Found 8 Corporate, United States jobs

• Fixed Income Analyst

  • Bangalore
  • Negotiable
  • Mashreq Global Services

  Exciting Opportunity to be part of a growing and energetic Team in our Treasury & Capital Markets Division. Python Coding skills are essential

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  • 37 days ago
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• Intermediary Sales Consultant

  

  • Flexible, California
  • Commensurate with experience
  • Hotchkis & Wiley Capital Management

  Hotchkis & Wiley is seeking a highly motivated individual to become part of our Firm.

  View details Intermediary Sales Consultant

  • 47 days ago
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• Portfolio Manager

  • Ridgeland, South Carolina
  • up to $125,000 per year + bonus, ESOP ownership and healthcare benefits
  • DAC

  Position Description for Portfolio Manager: The primary roles of the Portfolio Manager for Dividend Assets Capital (DAC) are: to serve as the prim...

  View details Portfolio Manager

  • 15 days ago
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• Intermediary Sales Consultant

  

  • Flexible, California
  • Commensurate with experience
  • Hotchkis & Wiley Capital Management

  Hotchkis & Wiley is seeking a highly motivated individual to become part of our Firm.

  View details Intermediary Sales Consultant

  • 47 days ago
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• Research Analyst

  • Asheville, North Carolina (US) headquarters, another Parsec office, or possibly remote.
  • 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.

  View details Research Analyst

  • 8 days ago
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• Senior Business Analyst - Salesforce

  • Chicago, London, Toronto
  • RBA
  • Morningstar, Inc

  This role will work within the Global Process Team, specifically within the Quote to Cash pillar reporting up to the Global Process Owner.

  View details Senior Business Analyst - Salesforce

  • 12 days ago
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• Investment Analyst II

  

  • Dallas, Texas
  • Benefits with performance bonus
  • Blucora

  Blucora has a bold aspiration: we are committed to giving all people the tools needed to lead healthy financial lives - tools often reserved for th...

  View details Investment Analyst II

  • 17 days ago
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• Investment Analyst, Real Estate Advisory Services

  

  • San Francisco, California
  • Salary commensurate with experience and benefits
  • The Townsend Group, an Aon Company

  Investment Analysts within The Townsend Group play a key role and participate in virtually every aspect of the business (outlined in the job summary).

  View details Investment Analyst, Real Estate Advisory Services

  • 18 days ago
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• Chief Investment Officer

  

  • Houston, Texas (US)
  • Salary negotiable plus benefits
  • Saxon Financial Group

  Role Independent RIA in Houston is looking for Chief Investment Officer (CIO) candidates to meet the Firm’s growing needs. The CIO will be integral...

  View details Chief Investment Officer

  • 22 days ago
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• Senior Specialist - GPO Quote to Cash (Salesforce)

  

  • Toronto (Region), Ontario (CA), Chicago, London
  • TBA
  • Morningstar, Inc

  The role requires the use of analytical skills to support the business, identify and execute opportunities to drive performance of Finance processes

  View details Senior Specialist - GPO Quote to Cash (Salesforce)

  • 7 days left
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• Assistant Portfolio Manager

  • Essex, Connecticut
  • $100,000 a year, for qualified succession candidate. Equity awarded after 2 complete years.
  • BRAE HEAD INC

  Brae Head, Inc. is a state RIA with 65 clients nationwide, 95 portfolios, average age 62. $63mm AUM. Owner seeks to hire a successor who will learn...

  View details Assistant Portfolio Manager

  • 1 day left
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