Private Wealth Management Firm jobs in CFA Charterholder

Found 11 jobs for open / negotiable

• VP, Wealth Portfolio Manager

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

  Analyzes the financial condition of companies and other investment opportunities. Manages client portfolios.

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  • 9 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

  • 18 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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  • 20 days ago
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• Research Analyst

  • Mumbai, Konkan (IN)
  • Inline with the market
  • Ladderup Wealth Management Private Limited

  Gather & analyze data, that will help understand, evaluate industry & company trends. Build and maintain financial models & prepare research reports.

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  • 5 days left
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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.

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  • 4 days left
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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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  • 3 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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  • Expiring today
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• Financial Analyst

  • Mumbai, Konkan (IN)
  • As per Industry standard
  • Tristone Strategic Partners

  Strong knowledge in accounting with ability to analyse financial statements & annual reports. Strong analytical skills & detail-oriented.

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  • Expiring today
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• Financial Associate

  • Mumbai, Konkan (IN)
  • As per Industry standard
  • Tristone Strategic Partners

  Candidate having (a)atleast two years of prior experience working as a Financial Analyst or (b) have atleast 1 year of post MBA relevant experience.

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  • Expiring today
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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

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  • 34 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.

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  • 40 days ago
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