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

Found 15 jobs

• Senior Research Analyst

  

  • Chennai, Tamil Nadu (IN)
  • Best for the right candidate
  • Marmore MENA intelligence pvt ltd

  Marmore is looking for individuals who will undertake business and financial analysis.

  View details Senior Research Analyst

  • 16 days ago
  • Save Senior Research Analyst

    You need to sign in to save

• Back office operations for Asset Management firm

  • Ahmedabad, Gujarat (IN)
  • Negotiable
  • Pi Square Investments

  No. of Vacancies - 1 Job Description Co-ordinate with brokerage houses for equity orders Co-ordinate with Manage Mutual fund managers to review por...

  View details Back office operations for Asset Management firm

  • 18 days ago
  • Save Back office operations for Asset Management firm

    You need to sign in to save

• Sales & Marketing – Finance

  • Ahmedabad, Gujarat
  • 4-6L + incentives (depending on the candidate’s profile)
  • Pi Square Investments

  Sourcing clients, acquiring new clients, ensuring smooth client service for new as well as existing clients, providing financial advisory

  View details Sales & Marketing – Finance

  • 18 days ago
  • Save Sales & Marketing – Finance

    You need to sign in to save

• Senior Investment Analyst

  

  • Bangalore, India
  • CTC upto 9Lpa
  • Foresight Family Office Private Limited

  Looking for a suitable candidate to take up the role of Investment Analyst at a boutique wealth advisory & management firm based out of Bangalore

  View details Senior Investment Analyst

  • 31 days ago
  • Save Senior Investment Analyst

    You need to sign in to save

• Hiring For Equity Trader - Mumbai

  • Mumbai, Konkan (IN)
  • 10 - 16 Lakhs (negotiable)
  • Aranca (Mumbai) Pvt. Ltd.

  Dealer / Trader who can enter orders on a global markets investment platform & do best price execution. Knowledge of global stocks and global macros

  View details Hiring For Equity Trader - Mumbai

  • 33 days ago
  • Save Hiring For Equity Trader - Mumbai

    You need to sign in to save

• Hiring For Equity Trader - Mumbai

  • Mumbai, Konkan (IN)
  • 10 - 16 Lakhs (negotiable)
  • Aranca (Mumbai) Pvt. Ltd.

  Dealer / Trader who can enter orders on a global markets investment platform & do best price execution. Knowledge of global stocks and global macros

  View details Hiring For Equity Trader - Mumbai

  • 7 days left
  • Save Hiring For Equity Trader - Mumbai

    You need to sign in to save

• Manager Investment Analyst

  

  • Coral Gables, Florida
  • Competitive salary and healthcare benefits.
  • ArchPoint Investors

  Seeking external investment manager due diligence analyst with strong written communications skills.

  View details Manager Investment Analyst

  • 2 days ago
  • Save Manager Investment Analyst

    You need to sign in to save

• Associate Portfolio Manager

  

  • Newport Beach, California
  • Competitive salary, dependent upon experience with bonus + generous benefits.
  • Tarbox.com

  We seek an exceptional, investment-focused individual with a curious mind with the ability to develop solutions for complex portfolios.

  View details Associate Portfolio Manager

  • 5 days ago
  • Save Associate Portfolio Manager

    You need to sign in to save

• Portfolio Manager/Relationship Manager/Analyst

  

  • US - NH - Hanover
  • Base of $100K to $125K; Profit Sharing; Future Equity Ownership; Up To 50% Of Future Profits.
  • Granite Value Capital

  We are looking for an individual who has a passion for value investing and an interest in helping individual clients meet their financial goals.

  View details Portfolio Manager/Relationship Manager/Analyst

  • 5 days ago
  • Save Portfolio Manager/Relationship Manager/Analyst

    You need to sign in to save

• Investment Research Analyst

  

  • Saint Louis, Missouri
  • Competitive salary + semi-annual bonuses + benefits
  • Socium Advisors - Northwestern Mutual

  We are looking for a thought leader to help our rapidly growing firm by overseeing and managing research and investment policy.

  View details Investment Research Analyst

  • 17 days ago
  • Save Investment Research Analyst

    You need to sign in to save

• Operational Due Diligence (ODD) Specialist

  

  • Boston, Massachusetts (US)
  • Competitive compensation, negotiable based on experience.
  • SCS Financial Services, LLC

  Join our growing firm and great culture with this exciting opportunity to contribute to our firm's core operational due diligence function.

  View details Operational Due Diligence (ODD) Specialist

  • 5 days left
  • Save Operational Due Diligence (ODD) Specialist

    You need to sign in to save

• Investment Analyst

  

  • Pittsburgh, Pennsylvania
  • Excellent compensation and benefits package
  • Fragasso Financial Advisors

  We are seeking someone who is passionate about research and analysis for our Investment Analyst position. Send a resume today!

  View details Investment Analyst

  • 4 days left
  • Save Investment Analyst

    You need to sign in to save

• Portfolio Administrator

  • Austin, Texas
  • Base: $75-100k based on experience, Bonus: 10-25% of base (individual and firm level goals)
  • Austin Wealth Management, LLC

  Responsible for executing trades, developing strategies with financial advisors, improving technology platforms, and leading research efforts.

  View details Portfolio Administrator

  • 36 days ago
  • Save Portfolio Administrator

    You need to sign in to save

• Associate, Wealth Advisor

  

  • Reston, VA
  • Open/Negotiable on base salary, bonus and equity in Cresset
  • Cresset

  Wealth Advisor Associate is a growth position allowing the new hire to train and become a Wealth Advisor under the guidance of leadership.

  View details Associate, Wealth Advisor

  • 40 days ago
  • Save Associate, Wealth Advisor

    You need to sign in to save

• REGISTERED INVESTMENT ADVISOR

  

  • Mechanicsburg, Pennsylvania
  • Salary & bonus commensurate, medical insurance, 401(k), continuing education, vacation & holidays
  • MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

  Prepare financial plans, meet clients to discuss financial plans, manage & monitor portfolios, make investment trades, open accounts, attract clients

  View details REGISTERED INVESTMENT ADVISOR

  • 3 days left
  • Save REGISTERED INVESTMENT ADVISOR

    You need to sign in to save