Private Wealth Management Firm jobs in CFA Charterholder

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Found 9 jobs

  • Senior Portfolio Manager/Chief Investment Officer

    • Chicago, Illinois
    • Competitive salary + bonus structure, range commensurate with experience
    • Retirement Plan Advisors

    The position provides the opportunity to manage an investment team and process as their senior member. Some travel and hybrid work schedule.

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    • 9 days ago
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  • Client Financial Advisor

    • Richmond / Williamsburg, Virginia Area (Hybrid)
    • In exchange for your expertise, we offer a competitive fixed salary, quarterly incentive pay, 401(k)
    • SEM Wealth Management

    A growing fee-only RIA is seeking an experienced Financial Advisor to assist in helping people align their finances and investments with their values.

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    • 23 days ago
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  • Investment Analyst

    • San Francisco, California
    • Competitive compensation, commensurate with experience.
    • Point Olema Capital Partners

    San Francisco based multi-family investment office seeks talented professionals to join their growing investment and client service teams.

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    • 39 days ago
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  • Research Associate, Equities

    • Calgary, AB
    • Market
    • QV Investors Inc.

    QV currently has an opening for a Research Associate to support our investment team in the analysis of equities.

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    • 1 day ago
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    New

  • Portfolio Analyst

    • Boston, Massachusetts (US) & Norfolk, Virginia (US)
    • Discussed upon mutual interest
    • Brown Advisory

    The primary duties and responsibilities include but are not limited to: Participate in portfolio management activities for balanced, multi-asset cl...

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    • 22 days ago
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  • Equity Analyst

    • Old Town Pasadena, California (US)
    • Commensurate with experience and qualifications
    • Clifford Swan Investment Counselors

    Please see full job description.

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    • 27 days ago
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  • Investment Counselor/Portfolio Manager

    • Old Town Pasadena, CA
    • Commensurate with experience and qualifications
    • Clifford Swan Investment Counselors

    This role will oversee investment opportunities for our clients in addition to providing counsel on wealth management strategies.

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    • 27 days ago
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  • Portfolio Manager

    • Charlottesville, Virginia
    • Salary will be commensurate with qualifications and experience.
    • Legacy Foundation LLC

    The Legacy Foundation is a financial planning and wealth management firm, seeking a Portfolio Manager to construct risk-appropriate portfolios.

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    • 27 days ago
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  • Private Equity Analyst

    • Berwyn, Pennsylvania (US)
    • $130,000 - $160,000 (plus bonus)
    • Zeke Capital Advisors

    Lead research effort on investment opportunities, value/build fundamental view of business, conducting independent research on private or public co's.

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    • 35 days ago
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