Private Wealth Management Firm jobs in Passed CFA Level III (Charter Pending)
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Company Summary Veris Wealth Partners is a leading impact wealth management firm. Founded in 2007, Veris serves individuals, families and foundatio...
Managing relationships, undertake client portfolio analysis, recommend strategies, evaluate and update the financial market trends and opportunities.
Besides Business development, candidate will regularly interact with the wealth managers, enabling person to gain insights into client management.
The role is on the multi-management side, looking for a Senior Fund Analyst and the role also has portfolio management duties.
Use a total wealth approach in providing customized strategies that are designed to ensure our clients accumulate, preserve and protect their wealth.
Role focuses on non-traditional investment manager research to source, develop & maintain approved list across a broad range of alternative strategies
Boutique Beverly Hills investment advisor is seeking a highly motivated professional to serve as an investment counselor.
Equity Analyst position available at a growing Louisville-based, Large Cap Core Equity and Long/Short Equity firm.
The Client Associate is an exempt client support position providing administrative, tax compliance, and fiduciary support, within a team concept.