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

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Found 4 United States jobs

  • Wealth Management Advisor

    • Canton, Massachusetts (US)
    • Salary and benefits - with additional opportunities for bonuses based upon goals met, etc.
    • Gray, Gray & Gray

    By integrating independent wealth management, accounting and tax planning services, we give our clients a complete financial understanding.

  • Portfolio Manager

    • Cleveland, Ohio
    • Competitive Compensation Package
    • Fairport Wealth

    Fairport Investment Team with $2B+ in discretionary assets under management, the Portfolio Manager is integral to the the team.

  • Senior Wealth Manager

    • Midwest (potential for remote depending on candidate location)
    • The Firm is an equal opportunity employer that offers a competitive salary and a comprehensive benef
    • Korn Ferry

    The Firm is seeking a Senior Wealth Manager as a player/coach to both focus on developing comprehensive high touch HNW relationships for the firm.

  • Wealth Strategy Associate

    • Los Angeles, California
    • Competitive pay with substantial growth opportunity
    • UBS Financial Services - Los Angeles

    This wealth strategist role presents a unique growth opportunity. Work with a select clientele on a top producing team at UBS in LA.