Wealth Management Passed CFA Level II jobs

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Found 2 North America jobs

  • 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