Private Wealth Management Firm CFA Charterholder jobs in Bachelors

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Found 15 Corporate jobs

  • Investment Manager

    • Grand Rapids, Michigan (US)
    • $85,000-$150,000/year + benefits; Compensation package commensurate with education and experience.
    • Kevin Toler & Associates

    This is a rare opportunity to join a boutique six-person investment firm in a senior investment manager role.

  • Portfolio Manager

    • Fort Worth, Texas
    • Commensurate with experience
    • Diesslin Group, Inc.

    As a Portfolio Manager, you will work with clients to design and implement investment portfolios aimed at meeting their unique objectives.  In this...

  • Research Analyst

    • Asheville, North Carolina (US) headquarters, another Parsec office, or possibly remote.
    • Salary commensurate with qualifications. Median salary is $65,000.
    • Parsec Financial

    The RA must be able to identify, select, and communicate relevant economic, market and security-specific research to aid in our investment process.

  • Investment Analyst II

    • Dallas, Texas
    • Benefits with performance bonus
    • Blucora

    Blucora has a bold aspiration: we are committed to giving all people the tools needed to lead healthy financial lives - tools often reserved for th...

  • Chief Investment Officer

    • Houston, Texas (US)
    • Salary negotiable plus benefits
    • Saxon Financial Group

    Role Independent RIA in Houston is looking for Chief Investment Officer (CIO) candidates to meet the Firm’s growing needs. The CIO will be integral...

  • J.P. Morgan Advisors Investment Associate, Philadelphia, PA

    • Philadelphia, Pennsylvania (US)
    • Base, Bonus + Benefits
    • JPMorgan Chase

    JPMorgan Chase & Co.  (NYSE: JPM)  is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and o...

  • Director of Investment Communications

    • Morristown, New Jersey
    • base salary commensurate with experience + bonus
    • Knightsbridge Advisors

    Director of Investment Communications We have been retained by a well-established, fee-only RIA with a national media presence managing over $5 bil...

  • Associate Relationship Manager

    • Boston, Massachusetts (US)
    • Salary, bonus and benefits
    • CIBC Private Wealth Management

    JOB PURPOSE CIBC Wealth Management seeks a bright, detail-oriented individual with a strong interest in investments, investment performance, asset ...

  • Assistant Portfolio Manager

    • Essex, Connecticut
    • $100,000 a year, for qualified succession candidate. Equity awarded after 2 complete years.
    • BRAE HEAD INC

    Brae Head, Inc. is a state RIA with 65 clients nationwide, 95 portfolios, average age 62. $63mm AUM. Owner seeks to hire a successor who will learn...

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