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

Found 11 United States jobs

• Investment Associate III- Equity Analyst

  

  • Boston, Massachusetts (US)
  • Discussed in preliminary phone screen with Talent Acquisition
  • Eastern Bank

  The incumbent will conduct primary research into individual companies, mutual funds, and ETFs to evaluate merit for inclusion in client portfolios;...

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  • 3 days ago
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• Portfolio Manager

  

  • Portsmouth, New Hampshire (US)
  • Competitive compensation and benefits package based on experience (significant growth potential)
  • Vigilant Capital Management

  Join a dynamic, growing firm to conduct research, serve on the Investment Policy Committee & deliver portfolio management to high net-worth families.

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  • 9 days ago
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• Research Equity Analyst

  

  • San Francisco, California
  • Salary commensurate with experience + performance based bonus
  • Bailard, Inc.

  Buy-Side Equity Analyst based in San Francisco will be a key member of the Research Team.

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  • 10 days ago
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• Chartered Financial Analyst (CFA)

  

  • Maryland Farms in Brentwood, TN
  • Up to $90,000 per year; commensurate with experience
  • Prudent Street Financial Advisors, LLC

  This full-time position focuses on support of the firm’s individual and corporate retirement investment management business.

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  • 3 days ago
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• Director, Investment Strategy Group

  

  • Los Angeles, California
  • Salary, Benefits and Bonus
  • Bel-Air Investment Advisors

  Experience / Education Requirements Bachelor's degree (B. A.) from four-year College or University. Strong technical skills using Excel, PowerPoi...

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  • 10 days ago
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• Head of Investment Strategy and Communications

  

  • San Francisco, California
  • Compensation commensurate with skills and experience
  • Waypoint Wealth Partners

  We are seeking a Head of Investment Strategy & Communications for our team, who is interested in building a long‐term career and potential ownership.

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  • 11 days ago
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• Investment Specialist, PCG

  • Baltimore, Maryland (US)
  • commensurate with experience
  • T. Rowe Price

  This position supports T. Rowe Price's portfolio construction effort by engaging clients and prospects on portfolio construction, asset allocation,...

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  • 15 days ago
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• Managing Director, Director of Defined Contribution Retirement Plan Consulting

  

  • Cleveland, Ohio
  • Base salary plus bonus
  • Clearstead

  Managing Director, Director of Defined Contribution Retirement Plan Consulting   We seek an individual to lead our work with defined contribution (...

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  • 16 days ago
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• Investment Associate (Wealth Management – High Net Worth)

  

  • San Mateo, California
  • Competitive base salary with bonus opportunity
  • Fiduciary Trust International

  Support PMs with the entire investment process. Associates implement/execute the firm’s investment policy and strategies, including asset allocation

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  • 6 days left
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• PORTFOLIO MANAGER POSITION

  

  • Tulsa, Oklahoma
  • Negotiable with benefits
  • Trust Company of Oklahoma

  Trust Company of Oklahoma (TCO) is the largest and oldest independent trust company in the state, with locations in Tulsa (headquarters) and Oklaho...

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  • 26 days ago
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• Equity Research Analyst

  • Burlington, Vermont
  • Salary commensurate with experience and position
  • http://www.rockpointadvisors.com/

  We are seeking a research analyst who is passionate about investing to join our growing team in Burlington, Vermont.

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  • 3 days left
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