Investment Advisor/Consultant Passed CFA Level II jobs in Full Time

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Found 10 jobs

  • Consultor para Investimento (m/f)

    • Lisbon,
    • To be negotiate
    • CFA Society Portugal

    O profissional a recrutar irá reportar diretamente ao Responsável desta Unidade de Negócio. Principais responsabilidades Avaliação de produtos fina...

    Top job

  • Research Analyst

    • Gurgaon (Division), Haryana (IN)
    • Open to discussion
    • INDWEALTH

    INDWealth is looking for a Financial Research/Portfolio Analyst with an experience of minimum 2 years. The individual will be a part of the advisor...

    New

    Top job

  • Financial Analyst (Large Cap REIT)

    • San Diego, California
    • Competitive Market Rate - DoE
    • Realty Income

    Join our team! The FA will be responsible for working with the Finance Manager to prepare the annual budget and quarterly forecasts.

    Top job

  • Research Analyst

    • Gurgaon (Division), Haryana (IN)
    • Open to discussion
    • INDWEALTH

    INDWealth is looking for a Financial Research/Portfolio Analyst with an experience of minimum 2 years. The individual will be a part of the advisor...

    New

  • Wealth Manager

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

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

  • Business Development

    • Mumbai, Konkan (IN)
    • Inline with the market
    • Ladderup Wealth Management Private Limited

    Besides Business development, candidate will regularly interact with the wealth managers, enabling person to gain insights into client management.

  • Senior Investment Consultant

    • Melbourne (LGA), Greater Melbourne (Inner) (AU)
    • Competitive
    • Towers Watson

    At Willis Towers Watson Investments, we advise institutional investors on their long-term investment strategies and investment governance structures.

  • Specialist Investment Solutions (100%)

    • Liestal
    • -
    • Basellandschaftliche Kantonalbank

    Dein Aufgabenbereich Unterstützen der Kundenberatenden bei Kundengesprächen, insbesondere beim Abschluss und Verkauf von Delegationsprodukten, Akq...

  • Investment Consulting Analyst - Healthcare

    • Boston, Massachusetts (US)
    • Competitive salary and full benefits including profit sharing and 401(k) plans.
    • NEPC, LLC

    The Consulting Analyst position works closely with our consulting staff.

  • Portfolio Manager

    • Los Angeles and San Francisco, California
    • Competitive Base Salary + Medical, Dental, Vision and 401k
    • First Bank

    Responsibilities include maintaining a continuing relationship with existing customers to retain their goodwill and to develop additional business.

  • Investment Counselor

    • Beverly Hills, California
    • Competitive plus comprehensive benefits
    • Joel R. Mogy Investment Counsel Inc.

    Boutique Beverly Hills investment advisor is seeking a highly motivated professional to serve as an investment counselor.

  • Product Development and Portfolio Management - ETFs/Mutual Funds/Structured Products

    • McLean, Virginia (US)
    • Negotiable
    • Cboe Vest Financial LLC

    This is an opportunity to join a young, innovative investment firm on the ground floor.

  • Client Advisor

    • Phoenix
    • Competitive Base DOE + benefits + bonus
    • MRA Associates

    The Client Associate is an exempt client support position providing administrative, tax compliance, and fiduciary support, within a team concept.

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