Investment Advisor/Consultant jobs in Passed CFA Level I
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Found 3 United States jobs for $100,000 - $124,999
Join a dynamic, growing firm to conduct research, serve on the Investment Policy Committee & deliver portfolio management to high net-worth families.
Candidate to have product specialization in option-based strategies, sales, & understanding of capital markets gained through 5-7 yrs asset mgmt.
The Portfolio Manager & Business Development Manager plays a key role in developing and fostering relationships with our clients