Bachelors CFA Charterholder jobs in Private Wealth Management Firm
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We just promoted our bilingual PM and are looking for another seasoned bilingual English/Spanish PM to work with clients across our footprint.
We're preparing for an upcoming PM retirement...seasoned Wealth shop...great opportunity for a dynamic PM!
Arkansas investment advisor with exceptional 30+-yr history is seeking a portfolio manager. Applicants must be CFA & have at least 3 yrs experience.
Analyze asset allocation policies; suggest changes. Analyze risk/return characteristics. Make investment recommendations. Write portfolio commentary.