Private Wealth Management Firm Passed CFA Level I jobs in Full Time

Keyword search

Broaden your search

Refine your search

Industry Sector

Certifications

Employment Type

Education

Employer Type

Location

You need to sign in to set up job alerts

Found 4 jobs

  • Senior Wealth Advisor

    • Independence, OH
    • $100k annual salary plus revenue-sharing and benefits
    • Strategic Wealth Partners

    The Senior Wealth Advisor (SWA) is responsible for providing financial planning services and investment solutions to the firm’s clients.

  • Portfolio Analyst

    • Calgary (City), Alberta (CA)
    • Salary plus benefits
    • Mawer Investment Management Ltd.

    Mawer is seeking a Portfolio Analyst to join the Enterprise Reporting & Data Analytics (ERDA) Team within Mawer’s Business Technology group.

  • Senior Portfolio Solutions Analyst

    • Toronto (Region), Ontario (CA)
    • Competitive Salary plus bonuses
    • Fidelity Investments Canada

    Provide marketing and portfolio managers; other key stakeholders with product analysis, expertise, content for market and regulatory communications.

  • Trading Support Analyst (FX and Structured Products)

    • Mumbai, Konkan (IN)
    • Competitive
    • Deutsche Bank CIB Centre

    Work in DB Wealth EM Structured Products and FX teams for providing termsheet, pricing, trade booking & analytics. Trade support experience preferred.