Private Wealth Management Firm CFA Charterholder jobs in Full Time

Found 12 North America jobs

• VP, Wealth Portfolio Manager

  • Can be in Albany, NY; Boston, MA; Lenox, MA; Springfield, MA; Worcester, MA; or Glastonbury, CT
  • not disclosed
  • Berkshire Bank

  Division:Asset Management Department: Berkshire Wealth Management Reports to: SVP, Wealth Management Administration Status: Exempt...

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  • 4 days ago
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• Investment Counsellor

  

  • Edmonton (City), Alberta (CA)
  • Base Salary plus Bonus
  • CI Financial

  JOB OVERVIEW We are currently seeking an Investment Counsellor to join our Private Client Group. In this role, the Investment Counsellor works with...

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  • 4 days ago
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• Research Analyst

  

  • Calgary (City), Alberta (CA)
  • Base Salary + Bonus
  • Kinsted Wealth

  Kinsted Wealth is a mid-sized, Calgary based, discretionary, portfolio management firm. The company was founded in 2003, with the vision to deliver...

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  • 4 days ago
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• Director Business Development

  

  • Houston, Texas (US)
  • Guaranteed compensation, quarterly bonuses, profit sharing and the opportunity to earn equity
  • CAZ Investments

  Our ISM team is focused on expanding the capital base of our Network of Investors and this role will primarily oversee a growing group of ISM's (BD's)

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  • 6 days ago
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• FIXED INCOME STRATEGIST AND PORTFOLIO MANAGER – ATLANTA

  

  • Atlanta, Georgia
  • Competitive Compensation and Benefits; Hybrid Work Option
  • Edge Capital Group

  Seeking a highly motivated individual with demonstrated experience in fixed income allocation, short-duration fixed income, and due diligence.

  View details FIXED INCOME STRATEGIST AND PORTFOLIO MANAGER – ATLANTA

  • 13 days ago
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• Research Associate, Equities

  

  • Calgary, AB
  • Market
  • QV Investors Inc.

  QV currently has an opening for a Research Associate to support our investment team in the analysis of equities.

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  • 15 days ago
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• Investment Counsellor, Indigenous and Institutional Accounts

  

  • Vancouver, British Columbia (CA)
  • Open / Negotiable
  • Dixon Mitchell Investment Counsel

  We are looking for an experienced Investment Counsellor to join our growing Client Services team.

  View details Investment Counsellor, Indigenous and Institutional Accounts

  • 21 days ago
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• Investment Analyst

  

  • New York City, New York (US)
  • Competitive Compensation Package
  • Westfuller Advisors, LLC

  Westfuller is seeking an investment analyst to support the Senior Director of Portfolio Strategy and the firm’s values-aligned investment approach.

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  • 21 days ago
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• Investment Analyst

  • Wexford, Pennsylvania
  • Salary range: $70,000 - $100,000
  • Gibson Capital, LLC

  Our Analysts provide support for our team of Advisors as they conduct investment research and serve clients of the firm.

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  • 5 days left
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• 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 approximately $4.3B in assets under management. We are seeking a Portfolio Manager.

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  • 5 days left
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• REGISTERED INVESTMENT ADVISOR

  

  • Mechanicsburg, Pennsylvania
  • Salary & bonus commensurate, medical insurance, 401(k), continuing education, vacation & holidays
  • MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

  Prepare financial plans, meet clients to discuss financial plans, manage & monitor portfolios, make investment trades, open accounts, attract clients

  View details REGISTERED INVESTMENT ADVISOR

  • 29 days ago
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• Investment Analyst

  

  • Langley, British Columbia (CA)
  • Commensurate with experience
  • Capstone Asset Management

  Capstone Asset Management seeks a motivated Investment Analyst who, as part of the Investment Management Team.

  View details Investment Analyst

  • 35 days ago
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