Wealth Management jobs in Passed CFA Level I

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Found 4 jobs

  • Corporate Strategy & M&A Analyst

    • Wellington (NZ)
    • Negotiable
    • Kiwibank

    Support the cultivation of strategic growth opportunities for Kiwi Wealth – including M&A, partnerships and joint ventures

    Top job

  • Corporate Strategy & M&A Manager

    • Wellington (NZ)
    • Negotiable
    • Kiwibank

    Identify and cultivate strategic growth opportunities for Kiwi Wealth – including M&A, partnerships and joint ventures.

    Top job

  • Associate Portfolio Manager/Portfolio Manager

    • Calgary (City), Alberta (CA)
    • Base salary plus bonus and benefits
    • Kinsted Wealth

    Opening, servicing and managing client accounts received from the firm as well as research, portfolio monitoring and trade execution.

  • Portfolio Manager / Investment Advisor

    • Cleveland, Ohio
    • $100,000
    • Strategic Wealth Partners

    The Portfolio Manager / Investment Advisor is an integral role within our organization. This person will report directly to the CEO and will be res...

  • Investment Portfolio Manager

    • Walla Walla, Washington State
    • DOE
    • Baker Boyer Bank

    Help lead the investment team for the oldest independently owned community bank in the Pacific Northwest and one of Washington's best places to work.

  • Strategy and Product Development

    • San Francisco, California
    • salary commensurate with experience
    • Wells Fargo

    We are seeking an individual contributor to participate in and drive various new product development and strategic initiatives.

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