Private Wealth Management Firm jobs in CFA Charterholder

Found 15 Corporate 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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  • 17 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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  • 38 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.

  View details Lead Quantitative Analyst

  • 41 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.

  View details Product Specialist

  • 44 days ago
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• Senior Wealth Portfolio Manager

  

  • Scottsdale, Arizona
  • Salary dependent upon experience
  • Wells Fargo Asset Management

  Wells Fargo is seeking a Sr Wealth Portfolio Mgr to lead complex initiatives providing a holistic investment approach to ultra high net worth clients

  View details Senior Wealth Portfolio Manager

  • 1 day ago
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• Portfolio Manager - Investment Advisor - DC Metro Area

  • Bethesda, Maryland (US)
  • Competitive Salary plus Bonus, Profit Sharing, and Benefits
  • Heritage Investors Management Corp

  Independent investment advisor w/ ~$3.5B in AUMs is looking for a Portfolio Manager for equity and fixed income portfolios for private wealth clients.

  View details Portfolio Manager - Investment Advisor - DC Metro Area

  • 1 day ago
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• Wealth Manager for a partner-track position

  

  • Redmond, WA
  • Compensation negotiable based upon experience and qualifications
  • Personal Investment Management

  Wealth manager for a partner-track position.

  View details Wealth Manager for a partner-track position

  • 3 days ago
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• Technical & Derivatives Analyst

  

  • Mumbai
  • Negotiable
  • Spark Capital Advisors (India) P Ltd

  Technical & Derivatives Analyst responsible for Short term & Positional Calls Technical Calls in Equity & Derivatives segment

  View details Technical & Derivatives Analyst

  • 3 days ago
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• Research Analyst

  

  • Mumbai, Chennai or Bengaluru
  • Negotiable
  • Spark Capital Advisors (India) P Ltd

  Research analyst to initiate & conduct research on companies, monitor performance of stocks, and offer recommendations to internal team & clients.

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  • 3 days ago
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• Wealth Relationship Manager - Team Leads / Senior Relationship Manager/ Junior RM

  

  • Mumbai, Pune, Chennai, Bengaluru, Coimbatore, Hyderabad
  • Negotiable
  • Spark Capital Advisors (India) P Ltd

  Wealth RMs: Responsible for acquiring & servicing HNIs, family offices, corporates, Non AMC led PMS and AIF & trusts

  View details Wealth Relationship Manager - Team Leads / Senior Relationship Manager/ Junior RM

  • 3 days ago
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• Equity Relationship Manager

  

  • Mumbai, Chennai or Bengaluru
  • Negotiable
  • Spark Capital Advisors (India) P Ltd

  Equity RM will be part of Pro-Equities team at SFO. Candidate with passion for Equities & having worked with UHNI clients in advising portfolios.

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  • 3 days ago
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• Head – Equity Research

  

  • Mumbai, Chennai or Bengaluru
  • Negotiable
  • Spark Capital Advisors (India) P Ltd

  Head - Equity Research will work to provide direction & outline activities to identify investment opportunities for SFO's clients

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  • 3 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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  • 8 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.

  View details Senior Portfolio Manager

  • 14 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...

  View details Portfolio Manager

  • 25 days ago
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