Private Wealth Management Firm jobs in Passed CFA Level II

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Found 4 North America 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.

  • 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.

    New

  • 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.

  • 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.