Wealth Management Passed CFA Level I jobs in Full Time

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Found 6 North America jobs

  • Portfolio Analyst

    • Boston, Massachusetts (US) & Norfolk, Virginia (US)
    • Discussed upon mutual interest
    • Brown Advisory

    The primary duties and responsibilities include but are not limited to: Participate in portfolio management activities for balanced, multi-asset cl...

  • 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 ...

  • Investment Counselor/Portfolio Manager

    • Old Town Pasadena, CA
    • Commensurate with experience and qualifications
    • Clifford Swan Investment Counselors

    This role will oversee investment opportunities for our clients in addition to providing counsel on wealth management strategies.

  • Managing Director I - BTC Capital

    • Des Moines, Iowa
    • $100,000 + base plus bonus
    • www.bankerstrust.com/careers

    Support the firm’s equity strategy managers in the areas of portfolio management.

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