Wealth Management CFA Charterholder jobs

Found 9 Corporate jobs

• Investment Analyst

  

  • Norfolk, Virginia
  • Entry to Mid-Level Associate
  • Wilbanks, Smith & Thomas Asset Management, LLC

  Role is to serve as support to a few Portfolio Managers. Individual will be responsible for a variety of research and portfolio management activities.

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  • 1 day ago
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• Sr. Investment Advisor and Product Curation

  

  • Bangalore City, Bangalore (IN)
  • Upto $25,000 per year (open and negotiable)
  • 4Thoughts Finance

  Open Position – Sr. Investment Advisor and Product Curation

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  • 3 days ago
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• Lead Investment Advisory and Product Curation

  

  • Bangalore City, Bangalore (IN)
  • Upto $20,000-25,000 per year (open and negotiable)
  • 4Thoughts Finance

  – Lead, Investment Advisory and Product Curation

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  • 3 days ago
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• Portfolio Manager

  

  • Tacoma, Washington State
  • Starting base salary is $125k plus incentive with cap at $200k plus extensive bene package
  • Financial Insights Wealth Management

  Medium size woman owned wealth management firm is looking for a Portfolio Manager to work in a small all female team. Oversight of 300 million in AUM

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  • 6 days ago
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• Client Portfolio Manager (institutional channel, business development, wholesales, service)

  

  • Seattle, Washington State
  • $125k-$175k depending on experience, + benefits and discretionary bonus potential
  • Zevenbergen Capital Investments

  Client Portfolio Managers implement strategies to nurture and grow institutional assets under management.

  View details Client Portfolio Manager (institutional channel, business development, wholesales, service)

  • 8 days ago
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• Portfolio Manager

  

  • Fort Worth, Texas (US)
  • Salary + annual performance bonus, PTO, 401k Matching, Medical & Dental Benefits
  • PlainsCapital Bank

  Overview: The Wealth Portfolio Manager is responsible for the day-to-day management and implementation of investments for a specific group of clien...

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  • 9 days ago
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• Equity Research Analyst

  • Chennai or Mumbai
  • Negotiable
  • Spark Capital Advisors (India) P Ltd

  Spark Family Office and Investment Advisors (India) Private Limited, or Spark Private Wealth, is a subsidiary of Spark Capital Advisors (India) Lim...

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  • 9 days ago
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• Wealth Portfolio Manager

  • Green Bay, Wisconsin (US)
  • Negotiable + Benefits
  • Nicolet National Bank

  The Wealth Portfolio Manager position will leverage capital markets knowledge and guidance from the Nicolet Wealth Management Investment Committee ...

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  • 10 days ago
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• Convertible Arbitrage Associate Portfolio Manager

  

  • Vancouver (City), Ontario (CA)
  • Salary to commensurate with experience
  • Picton Mahoney Asset Managment

  Our Company Picton Mahoney Asset Management (“PMAM”) was founded in 2004 to provide unique investment solutions to institutional, retail and high n...

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  • 10 days ago
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• Senior Research Analyst

  

  • Seattle, Washington State
  • Competitive salary commensurate with experience plus generous bonus and benefits
  • Pacific Portfolio Consulting

  Pacific Portfolio seeks a highly experienced investment research analyst to work closely with CEO, CIO, internal Investment Committee, and Equity P...

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  • 46 days ago
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