Private Wealth Management Firm jobs in Passed CFA Level II

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Found 9 jobs

  • Wealth Manager

    • Mumbai, Maharashta
    • Inline with the market
    • Ladderup Wealth Management Pvt Ltd

    Managing relationships, undertake client portfolio analysis, recommend strategies, evaluate and update the financial market trends and opportunities.

  • Business Development

    • Mumbai, Konkan (IN)
    • Inline with the market
    • Ladderup Wealth Management Private Limited

    Besides Business development, candidate will regularly interact with the wealth managers, enabling person to gain insights into client management.

  • Senior Investment Analyst

    • Cleveland, Ohio (US)
    • Competitive salary with benefits
    • Beacon Financial Group

    Use a total wealth approach in providing customized strategies that are designed to ensure our clients accumulate, preserve and protect their wealth.

  • Portfolio Manager

    • Los Angeles and San Francisco, California
    • Competitive Base Salary + Medical, Dental, Vision and 401k
    • First Bank

    Responsibilities include maintaining a continuing relationship with existing customers to retain their goodwill and to develop additional business.

  • Senior Research Analyst – Alternatives

    • Portland, Oregon
    • $130,000 - $160,000 based on experience + benefits, bonus potential
    • Arnerich Massena

    Role focuses on non-traditional investment manager research to source, develop & maintain approved list across a broad range of alternative strategies

  • Investment Counselor

    • Beverly Hills, California
    • Competitive plus comprehensive benefits
    • Joel R. Mogy Investment Counsel Inc.

    Boutique Beverly Hills investment advisor is seeking a highly motivated professional to serve as an investment counselor.

  • Equity Analyst

    • Louisville, Kentucky
    • Negotiable base salary with performance-linked bonus.
    • Waycross Partners, LLC

    Equity Analyst position available at a growing Louisville-based, Large Cap Core Equity and Long/Short Equity firm.

  • Client Advisor

    • Phoenix
    • Competitive Base DOE + benefits + bonus
    • MRA Associates

    The Client Associate is an exempt client support position providing administrative, tax compliance, and fiduciary support, within a team concept.

  • 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.

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