Private Wealth Management Firm CFA Charterholder Full Time jobs

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Found 14 jobs

  • Wealth Advisor, Portfolio Manager

    • Cincinnati, Ohio
    • Competitive salary and eligibility for annual firm profitability/individual performance incentive.
    • Bartlett Wealth Management

    An investment focused role responsible for maintaining existing relationships with HNW clients, by providing investment and wealth management services

  • Director of Investments

    • Working from home
    • Competitive compensation package with cash compensation $150K - $185K
    • Waypoint Wealth Partners

    We are seeking an exceptional Director of Investments to join our team and support our firm, advisors, and clients.

  • Financial Associate

    • Mumbai, Konkan (IN)
    • As per Industry standard
    • Tristone Strategic Partners

    Tristone Partners is a financial services firm based in Mumbai that provides investments and corporate finance related advisory services to clients...

  • Financial Analyst

    • Mumbai, Konkan (IN)
    • As per Industry standard
    • Tristone Strategic Partners

    Tristone Strategic Partners LLP provides business and financial advisory services to institutional investors, family offices, corporates and start-...

  • Research Analyst - Equities & Alternates

    • Mumbai, Maharashtra, India
    • Upto 15 LPA (Depending on qualifications and experience)
    • PluginLive Technologies

    Lead a team of anlaysts and conducting research on markets, economy and analyzing products in Equities market 

  • India Team Associate

    • Kirkland headquarters
    • 125000 to 150000 per annum
    • Taiyo Pacific Partners LP

    Full-time position Industry research, financial analysis, modeling, valuation, and company visits with management Make buy/sell recommendations, ...

  • Portfolio Manager

    • Nashville, Tennessee
    • Base Salary Plus Discretionary Bonus. Competitive Benefits as well.
    • InterOcean Capital Group, LLC

    InterOcean Capital Group, LLC is a growing RIA firm with over $5.5B in assets under management. We are seeking a Portfolio Manager.

  • Portfolio Manager

    • Portsmouth, New Hampshire (US)
    • Base Salary + Variable Comp & Full Benefits
    • Vigilant Wealth Management

    Portfolio manager and research analyst working with NHW families, conducting individual company research, and participating on the IPC

  • Research/ Product Analyst

    • New Delhi, Delhi (IN)
    • Upto 18 LPA (Depending on qualifications and experience)
    • PluginLive Technologies

    Looking for Analysts to join the Family Office Investments team of one of the largest and most prominent family in the country. Global asset exposure.

  • Associate Portfolio Manager / Trader

    • Seattle, Washington State
    • Commensurate with experience and achievement of performance, ranging from $115K to $145K annually.
    • Garde Capital

    Garde Capital​ is seeking an ​Associate Portfolio Manager​ to work closely with Portfolio Managers on trading, research and other analytical projects.

  • Passive Sales - North

    • New Delhi, Delhi (IN)
    • Fixed + Performance Pay + Benefits
    • DSP Investment Managers Pvt. Ltd.

    This role will require developing and executing a detail sales strategy focused on promoting the benefits and extending the usage of ETFs by clients.

  • Investment Associate

    • Portland, Oregon
    • Competitive salary and bonus based on experience and credentials.
    • Vision Capital Management, Inc.

    Vision Capital is seeking an Investment Assoicate to join our team. Responsibilities include equity and fixed income analysis and trade execution.

  • Portfolio Manager

    • New Hartford, New York
    • Salary is commensurate with experience.
    • Ascent Wealth Partners

    Seeking an experienced Portfolio Manager to report directly to our Chief Investment Officer while working closely with the broader Investments Team.

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