Relationship Management Passed CFA Level II jobs in Bachelors

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Found 5 United States jobs

  • Client Financial Advisor

    • Richmond / Williamsburg, Virginia Area (Hybrid)
    • In exchange for your expertise, we offer a competitive fixed salary, quarterly incentive pay, 401(k)
    • SEM Wealth Management

    A growing fee-only RIA is seeking an experienced Financial Advisor to assist in helping people align their finances and investments with their values.

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    • 13 days ago
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  • Investment Analyst

    • San Francisco, California
    • Competitive compensation, commensurate with experience.
    • Point Olema Capital Partners

    San Francisco based multi-family investment office seeks talented professionals to join their growing investment and client service teams.

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    • 29 days ago
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  • Investment Counselor/Portfolio Manager

    • Old Town Pasadena, CA
    • Commensurate with experience and qualifications
    • Clifford Swan Investment Counselors

    This role will oversee investment opportunities for our clients in addition to providing counsel on wealth management strategies.

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    • 17 days ago
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  • Investment Solutions Manager

    • Remote, flexible, organization HQ in UK
    • Competitive Salary Offered (dependent on experience). Location can be flexible.
    • FaithInvest

    Responsible for engaging faith-based institutional asset owners on their investment challenges, supported by research and asset management networks.

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    • 20 days ago
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  • Senior Portfolio Specialist - Investment Services

    • Atlanta, New York, Windsor, CT or Scottsdale, AZ
    • Competitive and attractive base salary with a performance bonus component as well
    • Voya Investment Management

    Serve as a liaison between the MASS portfolio management team and Voya’s distribution channels, sales and marketing staff and clients.

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    • 5 days left
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