Wealth Management Asset Management CFA Charterholder jobs

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Found 5 North America jobs

  • Senior Portfolio Manager

    • Oklahoma City, Oklahoma
    • Negotiable with benefits
    • Trust Company of Oklahoma

    Senior Portfolio Manager Location: Oklahoma City, OK Company: Trust Company of Oklahoma About Us: Since 1981, Trust Company of Oklahoma has prou...

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    • 4 days ago
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  • Portfolio Manager

    • Bellevue, Washington State (US)
    • $125,000-$200,000 DOE
    • Tschetter Group

    Position Description Title: Portfolio Manager Status: Full-time; Exempt Date: 2025 Job Summary Tschetter Group is an independent wealth advisory fi...

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    • 5 days ago
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  • Investment Analyst (Public market focus)

    • Miami, Florida (US)
    • Competitive salary and performance-based bonus
    • ArchPoint Investors

    RIA seeks an Investment Analyst who will support the investment firm, evaluating potential investment opportunities across asset classes.

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    • 6 days ago
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  • Senior Wealth Advisor or Team

    • Houston, Texas (US)
    • Competitive compensation will be offered
    • U.S. Executive Search, Inc.

    Fast-growing Houston RIA seeks Senior Wealth Advisor with expertise in UHNW clients, wealth management, and business development; institutions a plus

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    • 14 days ago
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  • Portfolio Manager

    • West Palm Beach, Florida
    • Portfolio construction, trading, research, risk analytics, rebalancing and committee involvement
    • South Florida Financial

    PM job with significant upside. Ability to construct and monitor models for retail clients, and for numerous advisors outside of primary firm.

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    • 18 days ago
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