Private Wealth Management Firm CFA Charterholder Full Time jobs in Bachelors

Found 5 Corporate, North America jobs

• Senior Wealth Advisor

  

  • Independence, OH
  • $100k annual salary plus revenue-sharing and benefits
  • Strategic Wealth Partners

  The Senior Wealth Advisor (SWA) is responsible for providing financial planning services and investment solutions to the firm’s clients.

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  • 21 days ago
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• Associate Portfolio Manager

  

  • Pasadena, California
  • 80,000-100,000
  • Advisor Business Solutions

  Our client is an RIA located in the Pasadena area managing $300+ mil AUM and servicing HNW clients over $1 mil++ in assets. The firm is seeking an ...

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  • 12 days ago
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• Small Asset Management Firm - Portfolio Analyst

  

  • Bainbridge Island, Washington State
  • Base salary 60,000 + 30,000 bonus paid quarterly + paid Medical & Dental
  • Illumine Investment Management

  Seeking an ambitious individual to learn all aspects of emerging asset mgmt firm. Full-time position and merit-based equity ownership. Greater Seattle

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  • 15 days ago
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• Senior Portfolio Solutions Analyst

  • Toronto (Region), Ontario (CA)
  • Competitive Salary plus bonuses
  • Fidelity Investments Canada

  Provide marketing and portfolio managers; other key stakeholders with product analysis, expertise, content for market and regulatory communications.

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  • 22 days ago
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• Chief Investment Officer

  

  • Minneapolis, Minnesota
  • Based on Experience
  • The Advocate Group

  The CIO provides leadership and serves as the senior investment expert for the firm.

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  • 44 days ago
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