Private Wealth Management Firm CFA Charterholder jobs in Full Time

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Found 8 jobs for open / negotiable

  • Assistant Portfolio Manager

    • Canton, Massachusetts (US)
    • Salary and benefits - with additional opportunities for bonuses based upon goals met, etc.
    • Gray, Gray & Gray

    By integrating independent wealth management, accounting and tax planning services, we give our clients a complete financial understanding.

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    • 12 days ago
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  • Debt Capital Market

    • Mumbai, Konkan (IN) mumbai
    • As per market standard
    • Trust Group

    Requirement for CFA candidates Looking for dynamic professional(s) to join our Debt Capital Market business in Mumbai. “Trust Group- one of India’s...

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    • 33 days ago
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  • Lead Quantitative Analyst

    • Mumbai Central, Konkan (IN)
    • Best in the Industry
    • Morningstar India Pvt Ltd

    The Role: Morningstar Indexes seeks an intelligent and creative professional for its Index Management and Analytics team.

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    • 36 days ago
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  • Product Specialist

    • Mumbai
    • Inline with the market
    • Ladderup Wealth Management Private Limited

    Analysing, backtesting and evaluating complete spectrum of financial products. Preparing product presentations. Reviewing the client portfolio.

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    • 39 days ago
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  • Equity Portfolio Manager

    • Cleveland, Ohio
    • Base Salary, Performance Bonus, and Benefits
    • Strategic Wealth Partners (SWP)

    Summary Strategic Wealth Partners (SWP) is a 100% employee-owned RIA based in Cleveland, Ohio. We are seeking an experienced equity portfolio manag...

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    • 3 days ago
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  • Senior Portfolio Manager

    • Houston, Texas (US)
    • Salary plus bonus, medical, dental, vision, 401k. Starting at 80-100k base negotiable
    • Crestmont Private Wealth

    An exciting career opportunity for a CFA charter holder to join a wealth management firm based in Texas! CPW is a core values first organization.

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    • 9 days ago
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  • VP - Manager Research

    • Atlanta, Georgia
    • Competitive base salary plus bonus and comprehensive benefits package
    • www.diversifiedtrust.com

    Diversified Trust is seeking experienced professional to work with asset class leaders on due diligence & selection of third party investment managers

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    • 12 days ago
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  • Portfolio Manager

    • Richmond, Virginia
    • Commensurate upon experience
    • Executive Benefits Strategies

    You’ll Make an Impact By: Implementing and evolving Executive Benefits Strategies (EBS) overall portfolio management and investment strategy proces...

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    • 20 days ago
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