Bachelors Full Time CFA Charterholder jobs in Private Wealth Management Firm

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Found 7 jobs

  • Director of Family Wealth

    • Columbus, Ohio
    • Competitive base. Will get equity and options upon joining
    • Halite Partners

    The Director of Family Wealth will handle sophisticated portfolios and complex ownership structures for UHNW clients; will oversee junior associates

    • 5 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.

    • 8 days ago
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  • Associate Portfolio Manager

    • Alexandria, Virginia
    • $75-85k plus bonus plans, benefits, and opportunity for Path to Partnership program.
    • Monument Wealth Management

    If you have a passion for the markets and portfolio management and want to work in a client-facing role, read on!

    • 8 days ago
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  • Commercial Analyst - Wealth

    • Melbourne (Suburb), Greater Melbourne (Inner) (AU)
    • A salary commensurate with market applies to this role
    • Australian Unity

    An exciting opportunity exists for a Commercial Analyst to join our Wealth team with a focus on governance and support for heads of business.

    • 14 days ago
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  • Portfolio Manager

    • Dublin, Ohio
    • Base salary plus discretionary incentive bonus opportunity
    • Meeder Investment Management

    This position is responsible for the creation of quantitative models that guide our portfolio construction and the implementation of model output.

    • 3 days left
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  • Investment Analyst

    • Boston, Massachusetts (US)
    • Competitve compensation & benefits package with the potential to develop personally &professionally.
    • mdonovan@cibcatlantictrust.com

    This position is responsible for research & analysis of the Healthcare sector for the Disciplined Equity Team and various sectors for the Midcap team.

    • 3 days left
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  • Portfolio Manager

    • Houston, Texas (US)
    • Salary plus discretionary bonus
    • Boutique Multi-Family Office

    Boutique Multi-Family Office dedicated to serving successful entrepreneurial families is seeking a Portfolio Manager.

    • 51 days ago
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