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

Found 13 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.

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  • 45 days ago
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• Research Analyst

  

  • Charleston, South Carolina (US)
  • Contingent upon experience
  • Commonwealth Financial Group

  The RA is responsible for compiling research reports and making investment recommendations to the Research Committee.

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  • 10 days ago
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• Territory Head - PSU Bank

  • Pan India
  • Attractive as per Industry norms
  • A leading PSU Bank

  Required for leading PSU Bank, 44 positions based pan India, Required graduate with Min 6Yrs of exp in wealth mgm out of which 2 yrs as Team Lead

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  • 6 days left
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• Territory Head - PSU Bank

  • Pan India
  • Attractive as per Industry norms
  • A leading PSU Bank

  Required for leading PSU Bank, 44 positions based pan India, Required graduate with Min 6Yrs of exp in wealth mgm out of which 2 yrs as Team Lead

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  • 6 days left
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• e-Wealth Relationship Manager

  • Mumbai
  • Attractive as per Industry norms
  • A leading PSU Bank

  Required for leading PSU Bank, 50 positions based in Mumbai,Required graduate with Min 2 Yrs of relevant experience in wealth management or in e-sales

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  • 6 days left
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• Senior Investment Analyst

  

  • Bangalore, India
  • CTC upto 9Lpa
  • Foresight Family Office Private Limited

  Looking for a suitable candidate to take up the role of Investment Analyst at a boutique wealth advisory & management firm based out of Bangalore

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  • 36 days ago
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• Portfolio Strategist

  • Dallas, TX
  • Competitive Base Salary and Incentive
  • State Farm

  State Farm Investment Planning Services (IPS) is seeking a Portfolio Strategist in its State Farm Investment Management unit (SFIM). Reporting to t...

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  • 3 days ago
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• Manager Research Analyst, Model Portfolios

  

  • Chicago
  • To be Announced
  • Morningstar, Inc

  The position requires a real passion for investing along with strong analytical, presentational, and writing skills.

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  • 8 days ago
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• Associate Director, Multi-Asset and Alternative Strategies

  

  • Chicago, Illinois
  • To be Announced
  • Morningstar, Inc

  Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios.

  View details Associate Director, Multi-Asset and Alternative Strategies

  • 8 days ago
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• Portfolio Manager/Relationship Manager/Analyst

  

  • US - NH - Hanover
  • Base of $100K to $125K; Profit Sharing; Future Equity Ownership; Up To 50% Of Future Profits.
  • Granite Value Capital

  We are looking for an individual who has a passion for value investing and an interest in helping individual clients meet their financial goals.

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  • 10 days ago
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• Mutual Fund Accounting Manager

  

  • Chicago, Illinois (US)
  • To Be Announced
  • Morningstar, Inc

  Morningstar is looking for a Mutual Fund Accounting Manager to join our Morningstar team, which is focused on innovation, and process improvements

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  • 14 days ago
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• Sr Associate

  • Mexico City (MX)
  • Negotiable
  • Uber

  Uber está en búsqueda de un Sr. Associate para que se una al equipo de Strategic Finance de Uber Eats LatAm. La persona funcionalmente fungirá como...

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  • 16 days ago
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• Micro Cap Value Research Analyst

  • Cleveland, Ohio
  • Salary based on experience level
  • Foundry Partners LLC

  The Research Analyst will be working on analyzing company and industry fundamentals with a goal of taking responsibility for specific industries.

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  • 17 days ago
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• Investment Analyst

  

  • Calgary (City), Alberta (CA)
  • Job salary range applicable to current market
  • TransAlta

  “Powering Economies and Communities”   TransAlta owns, operates, and develops a diverse fleet of electrical generation assets in Canada, the United...

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  • 20 days ago
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• Associate Portfolio Manager

  

  • Chicago, Illinois
  • Competitive
  • Gofen and Glossberg, L.L.C.

  The associate portfolio manager will support portfolio managers in the design and implementation of the best investment strategy for clients.

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  • 3 days left
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• Associate, Wealth Advisor

  

  • Reston, VA
  • Open/Negotiable on base salary, bonus and equity in Cresset
  • Cresset

  Wealth Advisor Associate is a growth position allowing the new hire to train and become a Wealth Advisor under the guidance of leadership.

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  • 45 days ago
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