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

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Found 6 Corporate, North America jobs

  • 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.

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