Wealth Management CFA Charterholder jobs

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Found 5 United States jobs

  • 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.

  • 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.

  • 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.

  • 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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