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

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Found 2 North America jobs for open / negotiable

  • Portfolio Manager

    • Tacoma, Washington State
    • Starting base salary is $125k plus incentive with cap at $200k plus extensive bene package
    • Financial Insights Wealth Management

    Medium size woman owned wealth management firm is looking for a Portfolio Manager to work in a small all female team. Oversight of 300 million in AUM

  • Director of Research

    • 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!