Wealth Management CFA Charterholder Full Time jobs

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Found 6 jobs

  • Equity Analyst - Remote

    • San Francisco, California
    • Start Hourly, evolve to full time
    • SCM

    Remote equity analyst needed.  Part time (hourly) to start, building into full time in 90 days based on success.    Why is most investment research...

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    • 46 days ago
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    Top job

  • Securities Analyst & Portfolio Manager

    • Scottsdale, Arizona
    • Commensurate with experience
    • Laffer Tengler Investments

    Our company is growing rapidly and is looking for an Securities Analyst who will also have portfolio management responsibilities.

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    • 3 days ago
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  • Retirement Investment Officer

    • Sacramento, California
    • 11,875.50-13,091.76 per month
    • Sacramento County Employees’ Retirement System

    Assists with SCERS investment program oversight, performance monitoring, strategy planning, manager reviews, compliance, complex investment analysis.

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    • 4 days ago
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  • Client Portfolio Advisor

    • Saint Paul, Minnesota (US)
    • $100-130K plus bonus and excellent benefits
    • Fiduciary Counselling, Inc.

    RIA/Family Office seeks advisor to tailor & manage complex investment strategies and portfolios to meet the financial goals of clients.

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    • 4 days ago
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  • Investment Associate

    • San Mateo, California
    • Up to $150,000/yr plus benefits
    • Knuff & Company LLC

    Investment Associate role with broad responsibilities, mentorship from two founding partners, and significant long-term career potential.

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    • 22 days ago
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  • Business Development

    • Mumbai, Konkan (IN)
    • Inline with the market
    • Ladderup Wealth Management Private Limited

    The role would involve business development activities targeting specific segment of High Networth Investors like Doctors, CXO’s, lawyers, export c...

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    • 4 days left
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  • REGISTERED INVESTMENT ADVISOR

    • Mechanicsburg, Pennsylvania
    • Salary & bonus commensurate, medical insurance, 401(k), continuing education, vacation & holidays
    • MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

    Prepare financial plans, meet clients to discuss financial plans, manage & monitor portfolios, make investment trades, open accounts, attract clients

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    • 32 days ago
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