Private Wealth Management Firm CFA Charterholder jobs in Full Time

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Found 5 jobs for $125,000 - $149,999

  • Portfolio Manager

    • Edmonton
    • Bonus on performance + HSA and eligible business expenses covered
    • Bilyk Financial Wealth Management

    Help create model portfolios, monitor and rebalance client accounts along with keeping accounts compliance and kyp information up to date.  Review ...

  • Portfolio Associate

    • Tampa, Florida
    • Market Comp including base, benefits and discretionary bonus
    • Clearwell Advisors, LLC

    Clearwell Group, LLC Job Description:  Portfolio Associate Contact:  Please send resume and cover letter to Mary Bruder (mary@clearwellgroup.com)  ...

  • 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.

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