Wealth Management CFA Charterholder Full Time jobs

Found 7 Corporate, North America jobs

• Director, Investment Product & Portfolio Construction

  

  • Toronto (City), Ontario (CA), Boston, Massachusetts
  • To be discussed at interview
  • Manulife / John Hancock

  As a part of the Platform & Product Team within our advice business for Global Wealth & Asset Management Canada, this role will help drive the grow...

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  • 4 days ago
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• 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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  • 5 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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  • 10 days ago
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• Investment Counsellor / Client Relationship Manager (Private Clients)

  

  • Calgary (City), Alberta (CA)
  • Market
  • QV Investors Inc.

  Investment Counsellors meets with existing & prospective clients to discuss needs, makes recommendations, & review performance & market developments.

  View details Investment Counsellor / Client Relationship Manager (Private Clients)

  • 21 days ago
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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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  • 6 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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  • 5 days left
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• Portfolio Management Associate

  

  • Vancouver, British Columbia (CA)
  • We offer a range of $60,000 - $100,000 for salary depending on the individual's experience.
  • Seymour Investment Management

  This role is for aspiring Portfolio Managers. We offer to encourage and mentor you as you build your career as a valued member of our growing team.

  View details Portfolio Management Associate

  • 28 days ago
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