CFA Charterholder jobs in Wealth Management

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Found 6 jobs

  • Research Associate and Trader

    • Norfolk, Virginia
    • Starting Salary $45-50K, but negotiable depending on experience.
    • Wilbanks, Smith & Thomas Asset Management, LLC

    Research Associate and Trader will support the firm’s Director of Research across various initiatives as directed.

    Top job

  • Senior Investment Analyst

    • 200 Park Street, North Reading, MA 01864
    • Negotiable based upon experience
    • The Farland Group

    Phenomenal opportunity to join a rapidly growing wealth management firm just north of Boston that works with a select group of high net worth clients

  • Senior Portfolio Manager

    • Boston, Massachusetts (US)
    • ZAM offers compensation that includes base salary, annual bonus, equity participation, and benefits
    • Zevin Asset Management, LLC

    The Senior PM will take over from a retiring senior PM. The PM will actively participate in every aspect of the investment process.

  • Director of Family Wealth

    • Columbus, Ohio
    • Competitive base. Will get equity and options upon joining
    • Halite Partners

    The Director of Family Wealth will handle sophisticated portfolios and complex ownership structures for UHNW clients; will oversee junior associates

  • Associate Portfolio Manager

    • Alexandria, Virginia
    • $75-85k plus bonus plans, benefits, and opportunity for Path to Partnership program.
    • Monument Wealth Management

    If you have a passion for the markets and portfolio management and want to work in a client-facing role, read on!

  • Commercial Analyst - Wealth

    • Melbourne (Suburb), Greater Melbourne (Inner) (AU)
    • A salary commensurate with market applies to this role
    • Australian Unity

    An exciting opportunity exists for a Commercial Analyst to join our Wealth team with a focus on governance and support for heads of business.

  • Portfolio Manager

    • Charlottesville, Virginia
    • Compensation to match experience.
    • The Legacy Foundation, LLC

    We are a boutique firm with approximately $200M in assets, seeking a portfolio manager to construct risk-appropriate portfolios.

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