Wealth Management CFA Charterholder Full Time jobs

Found 8 North America jobs

• 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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  • 5 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.

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  • 7 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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  • 8 days ago
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• Investment Research Analyst, WM

  • Chicago, Illinois
  • .
  • Northern Trust

  Description: The Wealth Management Portfolio Research (WMPR) team is seeking a talented and experienced Investment Research Analyst.  The Investmen...

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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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  • 9 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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  • 9 days ago
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• Director of Research

  

  • Bethesda, Maryland (US)
  • Competitive salary and benefits package
  • Trumbower Financial Advisors, LLC

  Bethesda MD RIA seeks investment research professional to conduct security/mutual fund research and due diligence, develop asset allocations and more!

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  • 14 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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  • 45 days ago
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