Private Wealth Management Firm jobs in CFA Charterholder
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Operations Director required at boutique investment firm
Oversight of managed accounts. Develop a third party investment model and oversee internal model, both heavy with ETF's.
FINRA is seeking a well qualified CFA preferred individual to lead, develop and implement FINRA's investment strategy.
Seeking experienced Portfolio Manager with a focus on managing client relationships. Partnership track and opportunity to obtain equity in the firm.
Gofen and Glossberg, LLC is seeking an experienced portfolio manager to join our team.
The Quantitative Analyst is responsible for data analytics, model creation, and risk/performance analysis.
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...
Operational Due Diligence Analyst