Bachelors CFA Charterholder jobs in Private Wealth Management Firm

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Found 4 jobs

  • Wealth Investment Portfolio Manager - Bilingual English/Spanish required

    • Charlotte, NC or Raleigh, NC
    • Salary + Incentive
    • BB&T Wealth

    We just promoted our bilingual PM and are looking for another seasoned bilingual English/Spanish PM to work with clients across our footprint.

    • 3 days ago
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  • Wealth Investment Portfolio Manager

    • Sarasota, FL or Naples, FL
    • Salary + Bonus + RSUs
    • BB&T Wealth

    We're preparing for an upcoming PM retirement...seasoned Wealth shop...great opportunity for a dynamic PM!

    • 3 days ago
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  • Portfolio Manager

    • US - Arkansas
    • Salary based on education/experience. Benefits: 401k, health ins. allowance, wellness plan
    • Arkansas Registered Investment Advisor

    Arkansas investment advisor with exceptional 30+-yr history is seeking a portfolio manager. Applicants must be CFA & have at least 3 yrs experience.

    • 38 days ago
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  • Portfolio Consultant

    • New York City, New York (US)
    • Negotiable based on 10-15 hours per month
    • Krietzberg Wealth Management

    Analyze asset allocation policies; suggest changes. Analyze risk/return characteristics. Make investment recommendations. Write portfolio commentary.

    • 43 days ago
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