Wealth Management CFA Charterholder Bachelors jobs

Found 4 Corporate jobs for open / negotiable

• 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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  • 3 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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  • 5 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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  • 13 days ago
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• Director of Investment Research for Boutique Multi-Family Office

  

  • Pennsylvania (US)
  • DOE
  • NexWealth

  Seasoned Director of Research for multi-family office to lead manager due diligence, portfolio construction, asset allocation for HNW clients

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  • 6 days left
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