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

Keyword search

Broaden your search

Refine your search

Industry Sector

Certifications

Employment Type

Education

Employer Type

Salary

You need to sign in to set up job alerts

Manage your job alerts

Found 6 jobs for open / negotiable

  • Wealth Management Analyst/Advisor

    • Bangalore City, Bangalore (IN)
    • Compensation Negotiable + Equity Participation
    • FinFirst Capital Advisors Private Limited

    Looking for analytically minded, detail and solution oriented people who are passionate about Wealth Management and solving for client needs.

    View details

    • 20 days ago
    • You need to sign in to save

  • Trust Investment Officer

    • Sioux Falls, South Dakota
    • Commensurate with experience with full benefit package
    • Dorsey & Whitney Trust Company LLC

    Trust Investment Officer for multi-asset portfolios working with investment advisors, attorneys and clients. CFA charterholder or candidate preferred.

    View details

    • 51 days ago
    • You need to sign in to save

  • 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!

    View details

    • 7 days left
    • You need to sign in to save

  • Senior Equity Research Analyst & Portfolio Manager

    • Boston, Massachusetts (US)
    • Dependent on qualifications
    • Cambridge Trust

    Senior Equity Analyst and Co-Portfolio Manager for our Sustainable & Responsible Investing (SRI) Equity strategy.

    View details

    • 4 days left
    • You need to sign in to save

  • Senior Client Portfolio Manager - New Hampshire

    • New Hampshire
    • Dependent on qualifications
    • Cambridge Trust

    The Sr. Portfolio Manager will manage and advise individual client portfolios across equities & bonds based on team recommendations.

    View details

    • 4 days left
    • You need to sign in to save

  • Manager, Wealth/Discretion

    • Raleigh, North Carolina (US)
    • DOE
    • CAPTRUST

    CAPTRUST seeks a Wealth/Discretion Manager who will be focused on understanding and seeking to improve our wealth discretionary models.

    View details

    • 3 days left
    • You need to sign in to save

You need to sign in to set up job alerts

Manage your job alerts

Subscribe