Investment Advisor/Consultant Passed CFA Level III (Charter Pending) jobs in Bachelors

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Found 8 United States jobs

  • Senior Investment Analyst

    • Birmingham, Alabama (US)
    • Competitive salary, bonus and benefits
    • Arlington Partners

    Works as an integral part of Arlington's investment team responsible for asset allocation, portfolio mgmt, investment due diligence and monitoring.

  • Investment Consultant - Summit, NJ

    • Summit, New Jersey (US)
    • Generous comp & benefits pkg: base salary, bonus, 401(k) matching, profit sharing, grp. ins. + more
    • Callan LLC

    As an investment consultant, you’ll work directly with institutional plan sponsors and asset owners to help them solve complex problems.

  • Investment Consultant - Denver, CO

    • Denver, Colorado
    • Commensurate with experience
    • Callan LLC

    As an investment consultant, you’ll work directly with institutional plan sponsors & asset owners to help them solve complex problems.

  • Senior Portfolio Manager

    • Houston, Texas (US)
    • Salary plus bonus, medical, dental, vision, 401k. Starting at 80-100k base negotiable
    • Crestmont Private Wealth

    An exciting career opportunity for a CFA charter holder to join a wealth management firm based in Texas! CPW is a core values first organization.

  • Institutional Consulting Relationship Manager

    • New York City, New York (US)
    • Competitive salary and bonus, full benefits
    • Morgan Stanley Graystone

    A senior level position within Morgan Stanley Graystone responsible for the cultivation and maintenance of institutional client relationships

  • Investment Analyst (Agribusiness)

    • Remote - California based company
    • Hourly Pay on As-Needed Basis • Rate Negotiable
    • FarmFundr, LLC

     About: An equity crowdfunding platform focused on specialty crop operations in the United States. Offering fractional farmland ownership opportuni...

  • Investment Portfolio Analyst

    • Jefferson City, Missouri
    • Salary Commensurate with Experience
    • Central Bank, Central Trust Bank

    The Investment Portfolio Analyst role will work with the Portfolio Manager to support management of Central Bank's $5.5 Billion fixed income portfolio

  • Portfolio Manager

    • Richmond, Virginia
    • Commensurate upon experience
    • Executive Benefits Strategies

    You’ll Make an Impact By: Implementing and evolving Executive Benefits Strategies (EBS) overall portfolio management and investment strategy proces...

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