Private Wealth Management Firm CFA Charterholder jobs in Full Time

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Found 4 United States jobs for open / negotiable

  • 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

  • Portfolio Manager

    • Columbus, Ohio
    • Salary + Benefits + Bonus + Profit Sharing
    • Johnson Investment Counsel

    A Portfolio Manager is responsible for proactively managing client relationships and providing integrated wealth management services.

  • Equity Research Analyst

    • Burlington, Vermont
    • Salary commensurate with experience and position
    • http://www.rockpointadvisors.com/

    We are seeking a research analyst who is passionate about investing to join our growing team in Burlington, Vermont.