Investment Advisor/Consultant Private Wealth Management Firm jobs in CFA Charterholder

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Found 5 jobs

  • Advisor

    • Lisbon (PT)
    • to be negotiate
    • Cluster Advisory

    A CLUSTER ADVISORY é uma empresa de assessoria estratégica independente, dedicada a apoiar as organizações nos desafios de top management.   Para a...

    Top job

  • Consultor para Investimento (m/f)

    • Lisbon (PT)
    • To be negotiate
    • empresa de Consultoria para Investimento

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

    Top job

  • 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

  • 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 and Portfolio Manger

    • Raleigh, North Carolina (US)
    • Sal+bonus+stock options
    • CAPTRUST

    CAPTRUST is an employee owned and operated investment management-advisory firm and we are looking for a leader of our wealth/discretion team.

  • 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.

  • 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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