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

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Found 4 jobs

  • Investment Portfolio Manager

    • Norfolk, Virginia (US)
    • Base Salary plus Bonus
    • Wilbanks, Smith & Thomas Asset Management, LLC

    Investment Portfolio Manager will report to the Managing Principal and work closely with his clients to manage and grow existing portfolios.

    New

    Top job

  • Investment Portfolio Manager

    • Norfolk, Virginia (US)
    • Base Salary plus Bonus
    • Wilbanks, Smith & Thomas Asset Management, LLC

    Investment Portfolio Manager will report to the Managing Principal and work closely with his clients to manage and grow existing portfolios.

    New

  • Vice President - Finance Investments - Rockville MD, DC, New York, NY, Boston, Philadelphia

    • Rockville, Maryland
    • N/A
    • Financial Industry Regulatory Authority (FINRA)

    FINRA is seeking a well qualified CFA preferred individual to lead, develop and implement FINRA's investment strategy.

  • Portfolio Manager

    • Reston, Virginia
    • Salary is base plus incentives, commensurate with experience and qualifications
    • Burney Company

    Seeking experienced Portfolio Manager with a focus on managing client relationships. Partnership track and opportunity to obtain equity in the firm.

  • Wealth Management Client Solutions (TBD Based on Experience)

    • Westlake Village, California
    • To be determined based on candidates experience
    • Westlake Village

    ABOUT OUR FIRM: We are a rapidly growing independent wealth management firm located in Westlake Village, CA that manages money for high net worth f...

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