Wealth Management CFA Charterholder jobs

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Found 8 Corporate jobs

  • Portfolio Assistant

    • Sheridan, Wyoming
    • $80,000-$95,000 DOE + bonus, profit share, and benefits
    • TalentLink Solutions

    On our collaborative team, the Portfolio Assistant will support the core trading, investment research, and investment operations.

  • Wealth Advisor / Portfolio Manager

    • Cincinnati, Ohio
    • Commensurate with experience - $200,000 +, profit sharing and path to Partnership
    • StevenDouglas

    The Private Wealth Management Group at StevenDouglas is seeking Wealth Advisor/PM as part of a succession plan for a $8 Billion RIA. Cincinnati, Ohio.

  • Senior Trust Investment Officer

    • Lexington, Kentucky
    • Salary based upon experience ($139,042.77 - $173,803.46)
    • Central Bank & Trust

    Sets and maintains department’s investment philosophy and strategy while managing and communicating same to clients and staff.

  • Wealth Advisor

    • Concord, New Hampshire
    • Annual Salary commensurate with experience. Benefits effective on day one + annual bonus eligible
    • Bank of New Hampshire

    Bank of New Hampshire is looking for a customer-focused Wealth Advisor to join our dynamic Wealth Management team in our Concord, NH location!

  • Investment Banking Analyst

    • Wakad, Pune (IN)
    • Best in the Industry
    • RCK Analytics

    Investment Banking Analyst

  • Vice President - Investment Research

    • Wakad, Pune (IN)
    • Best in the Industry
    • RCK Analytics

    Managing delivery & execution of projects on investment research, valuation, investment banking, PE/VC research and analytics requirements, etc.

  • Portfolio Manager

    • Rockville, Maryland
    • Negotiable
    • SOL Capital Management Company

    The Portfolio Manager invests and monitors their clients' custom-designed portfolios and researches new investment opportunities.

  • Senior Investment Associate

    • Beverly Hills, California
    • Competitive salary based on experience ranging from $125k - $175k/yr base+bonus, benefits.
    • Mozaic LLC

    Opportunity to meaningfully contribute within a small team, utilize portfolio management, client service, & cross-asset class investment capabilities.

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