Private Wealth Management Firm Passed CFA Level I jobs

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Found 11 jobs

  • Director of Investments

    • Working from home
    • Competitive compensation package with cash compensation $150K - $185K
    • Waypoint Wealth Partners

    We are seeking an exceptional Director of Investments to join our team and support our firm, advisors, and clients.

  • Financial Associate

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

    Tristone Partners is a financial services firm based in Mumbai that provides investments and corporate finance related advisory services to clients...

  • Financial Analyst

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

    Tristone Strategic Partners LLP provides business and financial advisory services to institutional investors, family offices, corporates and start-...

  • Associate Advisor

    • Nedlands (Suburb), Perth (AU)
    • Salary, benefits and annual bonus
    • Mutual Trust

    Newly created, client facing role servicing best in class HNW clients. Supportive team environment that champions collaboration and growth.

  • Business Analyst

    • Mexico City (MX) y Monterrey
    • Negotiable
    • Proaltus USA Inc.

    Estamos en búsqueda de un Business Analyst altamente capacitado para unirse a nuestro equipo en Proaltus USA Inc., un Registered Investment Advisor...

  • Chief Investment Officer

    • Virtual/Hybrid
    • This is a fractional contract position to start. Compensation will be structured on experience.
    • Metis Settlements Development Corporation

    Chief Investment Officer Reports to: Chief Executive Officer The Metis Settlements Development Corporation (MSDC) is the first Metis Settlements -o...

  • 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 over $5.5B in assets under management. We are seeking a Portfolio Manager.

  • Associate Portfolio Manager / Trader

    • Seattle, Washington State
    • Commensurate with experience and achievement of performance, ranging from $115K to $145K annually.
    • Garde Capital

    Garde Capital​ is seeking an ​Associate Portfolio Manager​ to work closely with Portfolio Managers on trading, research and other analytical projects.

  • Passive Sales - North

    • New Delhi, Delhi (IN)
    • Fixed + Performance Pay + Benefits
    • DSP Investment Managers Pvt. Ltd.

    This role will require developing and executing a detail sales strategy focused on promoting the benefits and extending the usage of ETFs by clients.

  • Investment Associate

    • Portland, Oregon
    • Competitive salary and bonus based on experience and credentials.
    • Vision Capital Management, Inc.

    Vision Capital is seeking an Investment Assoicate to join our team. Responsibilities include equity and fixed income analysis and trade execution.

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