Investment Advisor/Consultant Private Wealth Management Firm jobs in Passed CFA Level III (Charter Pending)

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Found 3 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.

    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.

  • Relationship Manager

    • Reston, Virginia
    • Salary commensurate with experience
    • Burney Company

    Burney Company is a fee-only RIA located in Reston, VA. We are seeking a financial services professional with for a Relationship Management position.

  • 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.