Private Wealth Management Firm jobs in CFA Charterholder

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Found 9 jobs

  • 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.

    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...

  • Equity Analyst

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

    Please see full job description.

  • 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.

  • 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.

  • 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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