Wealth Management CFA Charterholder Bachelors jobs

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Found 5 United States jobs

  • Wealth Advisor (CFP or CFA Charter holder)

    • Houston, Texas (US)
    • Salary plus bonus, medical, dental, vision, 401k. Salary commensurate with experience 75k starting
    • Crestmont Private Wealth

    Seeking resumes for a CFP and/or CFA charter holder to interview for our growth needs in client servicing, trading operations, advisory, and busine...

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    • 8 days ago
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  • Senior Portfolio Manager

    • Littleton, Colorado (US)
    • $160K-$180K DOE + bonus and benefits
    • TalentLink Solutions

    This is your chance to play a key role in the future success of our fast-growing organization.

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    • 13 days ago
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  • Senior Investment Analyst

    • Milwaukee, Wisconsin
    • Salary commensurate with experience equivalent to a 3-7 year investment analyst
    • Single Family Office

    Multi-generational Single Family Office is looking to add a Senior Investment Analyst (SIA) to their team. 

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    • 6 days left
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  • Equity Research Analyst

    • New York City, New York (US)
    • Base salary plus up to 25% bonus & 25% employer contribution to self-directed retirement account
    • Grandfield & Dodd, LLC

    Grandfield & Dodd, LLC, an independent NYC-based registered investment adviser, seeks an Equity Research Analyst to join our boutique firm.

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    • 3 days left
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  • Senior Investment Officer

    • Saint Paul, Minnesota (US) - hybrid
    • Salary of $185,000+, plus bonus.
    • Fiduciary Counselling, Inc.

    Perform investment research, oversee recommended portfolio allocations, support client relationships, manage complex investment strategies/portfolios

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    • 2 days left
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