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

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Found 10 North America jobs

  • 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.

    Top job

  • 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

    Top job

  • Investment Adviser

    • Nehru Place, Delhi (IN)
    • Negotiable
    • Truemind Capital Services

    Relationship/Wealth Managers who want to be true fiduciary to their clients are welcome in TruemindCapital, a SEBI Registered Investment Adviser(RIA).

    Top job

  • Virtual Research Analyst and Portfolio Manager

    • Santa Monica, California
    • $75,000 to $100,000 depending on full or part time and experience.
    • WellAcre Wealth Management, LLC

    Exciting opportunity for the right candidate to work virtually and become Chief Investment Officer and help build fast growing RIA.

    New

  • 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.

  • Equity Analyst

    • Chicago, Illinois (US)
    • To be Announced + Benefits
    • Morningstar, Inc

    Our Equity Research team requires an experienced equity analyst.

  • 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

  • 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...

  • 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.

  • 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...

  • 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.

  • 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.

  • Client Strategist

    • Farmington, Connecticut (US)
    • Compensation Depends on Experience
    • New England Asset Management (NEAM)

    The Client Strategist is responsible for delivering investment and capital management services to clients NEAM's insurance company clients.

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