Private Wealth Management Firm CFA Charterholder jobs in Full Time

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Found 17 North America jobs

  • Investment Analyst

    • North Vancouver, British Columbia (CA)
    • Salary will commensurate with experience
    • Tempered Investment Management Ltd.

    Tempered is looking for an Investment Analyst passionate about research & value investing, intellectually curious, entrepreneurial and team oriented.

  • Manager Investment Analyst

    • Coral Gables, Florida
    • Competitive salary and healthcare benefits.
    • ArchPoint Investors

    Seeking external investment manager due diligence analyst with strong written communications skills.

  • Assistant Portfolio Manager

    • Essex, Connecticut
    • $100,000 a year, for qualified succession candidate. Equity awarded after 2 complete years.
    • BRAE HEAD INC

    Brae Head, Inc. is a state RIA with 65 clients nationwide, 95 portfolios, average age 62. $63mm AUM. Owner seeks to hire a successor who will learn...

  • Associate Portfolio Manager

    • Newport Beach, California
    • Competitive salary, dependent upon experience with bonus + generous benefits.
    • Tarbox.com

    We seek an exceptional, investment-focused individual with a curious mind with the ability to develop solutions for complex portfolios.

  • Portfolio Manager/Relationship Manager/Analyst

    • US - NH - Hanover
    • Base of $100K to $125K; Profit Sharing; Future Equity Ownership; Up To 50% Of Future Profits.
    • Granite Value Capital

    We are looking for an individual who has a passion for value investing and an interest in helping individual clients meet their financial goals.

  • Portfolio Manager - Senior Analyst

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

    Capstone Asset Management seeks a Portfolio Manager or Senior Analyst who will provide fundamental, quantitative, and technical research and analysis.

  • High Yield Corporate Credit Analyst

    • New York City, New York
    • To discuss
    • Fiera Capital

    The Analyst will work with the portfolio managers and members of the corporate credit group to provide in depth coverage of high yield bonds.

  • Senior Investment Advisor

    • Seattle
    • DOE
    • McCutchen Group, LLC

    This is client facing investment advisory role. The ideal candidate will have broad investment experience and enjoy working with HNW clients.

  • Investment Research Analyst

    • Saint Louis, Missouri
    • Competitive salary + semi-annual bonuses + benefits
    • Socium Advisors - Northwestern Mutual

    We are looking for a thought leader to help our rapidly growing firm by overseeing and managing research and investment policy.

  • Operational Due Diligence (ODD) Specialist

    • Boston, Massachusetts (US)
    • Competitive compensation, negotiable based on experience.
    • SCS Financial Services, LLC

    Join our growing firm and great culture with this exciting opportunity to contribute to our firm's core operational due diligence function.

  • Chief Investment Officer

    • Southern New Hampshire
    • Competitive Compensation Package
    • Confidential

    Independent RIA in Southern New Hampshire is looking for Chief Investment Officer (CIO) candidates to meet the Firm’s growing needs.

  • Investment Analyst

    • Pittsburgh, Pennsylvania
    • Excellent compensation and benefits package
    • Fragasso Financial Advisors

    We are seeking someone who is passionate about research and analysis for our Investment Analyst position. Send a resume today!

  • Investment Adviser representative

    • Advance, North Carolina
    • Salary, health insurance, retirement plan when qualify
    • Woodard & Company Asset Management Group, Inc.

    Woodard & Company Asset Management Group, Inc. (WCAMG) manages assets approaching $1 billion. WCAMG embraces a team approach to client service and ...

  • Portfolio Administrator

    • Austin, Texas
    • Base: $75-100k based on experience, Bonus: 10-25% of base (individual and firm level goals)
    • Austin Wealth Management, LLC

    Responsible for executing trades, developing strategies with financial advisors, improving technology platforms, and leading research efforts.

  • Associate, Wealth Advisor

    • Reston, VA
    • Open/Negotiable on base salary, bonus and equity in Cresset
    • Cresset

    Wealth Advisor Associate is a growth position allowing the new hire to train and become a Wealth Advisor under the guidance of leadership.

  • Analyst (Investment Focused)

    • Boston, Massachusetts (US)
    • Salary and bonus commensurate with experience
    • Choate, Hall & Stewart

    Work with our portfolio managers to source new ideas, conduct fundamental analysis and assist in the development and delivery of recommendations.

  • 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

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