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

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Found 5 Corporate, 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.

  • 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.

  • Small Asset Management Firm - Portfolio Analyst

    • Bainbridge Island, Washington State
    • Base salary 60,000 + 30,000 bonus paid quarterly + paid Medical & Dental
    • Illumine Investment Management

    Seeking an ambitious individual to learn all aspects of emerging asset mgmt firm. Full-time position and merit-based equity ownership. Greater Seattle

  • 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.

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