Wealth Management jobs in CFA Charterholder

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Found 4 North America jobs for open / negotiable

  • Mexico Wealth Sales Vice President

    • Mexico City (MX)
    • Negotiable
    • BlackRock

    Job Purpose/Background: Responsible for business development of diversified wealth clients across Mexico – including Private Banks, Independent Adv...

  • Portfolio Analyst

    • Woodcliff Lake, New Jersey
    • Competitive base salary with bonus tied to job performance and other metrics. Full benefits package.
    • International Planning Alliance, LLC

    Seeking a detail-oriented, motivated portfolio analyst who excels technically and can help build portfolio management processes for the Firm.

  • Senior Investment Associate

    • Vancouver, British Columbia (CA)
    • This role offers a competitive compensation plan.
    • Canaccord Genuity

    Pinkowski Wealth Management of Canaccord Genuity is seeking a licensed Senior Investment Associate/Analyst who will focus on the research and trading.

  • 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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