Private Wealth Management Firm Passed CFA Level I Bachelors jobs

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Found 4 Corporate, North America jobs

  • Analyst, Investments

    • Calgary (City), Alberta (CA)
    • dependent on experience
    • Invico Capital Corporation

    We are seeking a highly detail-oriented financial professional to join our growing Investment Team as an Analyst, Investments.

  • Investment Performance Analyst

    • Boston, Massachusetts (US)
    • Base + Bonus + Benefits
    • Welch & Forbes

    Oversee the firm’s performance measurement and reporting and also support Portfolio Managers in Investment Management activities.

  • Portfolio Assistant

    • Sheridan, Wyoming
    • $80,000-$95,000 DOE + bonus, profit share, and benefits
    • TalentLink Solutions

    On our collaborative team, the Portfolio Assistant will support the core trading, investment research, and investment operations.

  • Wealth Advisor / Portfolio Manager

    • Cincinnati, Ohio
    • Commensurate with experience - $200,000 +, profit sharing and path to Partnership
    • StevenDouglas

    The Private Wealth Management Group at StevenDouglas is seeking Wealth Advisor/PM as part of a succession plan for a $8 Billion RIA. Cincinnati, Ohio.