Private Wealth Management Firm jobs in Passed CFA Level III (Charter Pending)

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Found 13 jobs

  • Wealth Manager

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

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

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    • 1 day ago
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    New

  • Research Analyst

    • Ahmedabad, Gujarat
    • CTC 4-6 lacs
    • Pi Square Investments

    Job Description Should be good with numbers / strong mathematics Should have good knowledge about the equity markets Should be good with excel a...

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    • 14 days ago
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  • 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

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    • 14 days ago
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  • RM Analyst

    • Mumbai, Konkan (IN)
    • 10 -12L p.a. + Bonus
    • Waterfield Advisors Private Limited

    Position Requirements/ Preferred Skills Strong processing skills and the ability to deliver high quality service to a small group of high profile ...

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    • 22 days ago
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  • 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.

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    • 1 day ago
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    New

  • Municipal Research Analyst

    • Boston, Massachusetts
    • Compensation will be competitive with the market
    • Appleton Partners

    Appleton Partners is seeking a Municipal Research Analyst to be an integral member of our Fixed Income Team.

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    • 13 days ago
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  • Equity Analyst - Private Wealth Management

    • Milwaukee, Wisconsin
    • Base + Annual Bonus
    • Baird

    Responsible for consulting on nearly $50B in individual stocks in Baird’s PWM system and providing guidance and support to Baird’s Financial Advisors.

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    • 14 days ago
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  • 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

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    • 18 days ago
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  • Portfolio Analyst

    • Boulder, Colorado
    • Salary range of $57,000 to $70,000 depending on experience
    • Harbor Wealth Management

    The role will be responsible for assisting the CIO in the overall portfolio selection, monitoring, research, and reporting functions that are required

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    • 18 days ago
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  • Investment Research Analyst

    • Chicago, Illinois
    • Competitive
    • Mesirow Financial - Chicago

    The Opportunity: Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and adviso...

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    • 1 day left
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  • Research Analyst

    • Asheville, North Carolina (US)
    • Salary commensurate with qualifications. Median salary is $65,000.
    • Parsec Financial

    The RA must be able to identify, select, and communicate relevant economic, market and security-specific research to aid in our investment process.

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    • 41 days ago
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  • M&A / private equity

    • Riemst (Ville), Tongres (BE)
    • NA
    • Cap Expand Partners

    At Cap Expand Partners, we offer you the opportunity to gain hands-on experience in key facets of the M&A / private equity investment process.

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    • 41 days ago
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  • Investment Analyst

    • Bethesda, Maryland (US)
    • Competitive salary and benefits package
    • Trumbower Financial Advisors, LLC

    Bethesda MD RIA seeks investment research professional to conduct security/mutual fund research and due diligence, develop asset allocations and more!

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    • 1 day left
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