Private Wealth Management Firm jobs in Passed CFA Level I

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Found 3 United States jobs for $75,000 - $99,999

  • Investment Analyst II

    • Montecito, California
    • Full-time, non-exempt position, 3 week vacation, tuition reimbursement + benefits
    • Montecito Bank & Trust

    Seeking Investment Analyst II responsible for analysis, preparation, and distribution of investment portfolio performance packages

  • Securities Analyst – Private Wealth Management

    • Boston, Massachusetts (US)
    • Salary and benefits will be competitive and commensurate with successful applicant’s experience.
    • Rice, Heard & Bigelow, Inc.

    Duties: The Securities Analyst role is a generalist position within the investment group of a trust company and registered investment advisor servi...

  • Portfolio Analyst

    • Durham, North Carolina
    • Up to $100K per year, plus benefits
    • Salem Investment Counselors

    The ideal candidate will enjoy working directly with private wealth clients and assisting Chief Investment Officer with macro research, security se...