Wealth Management Passed CFA Level II jobs

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Found 5 Corporate, North America jobs

  • Wealth Management Portfolio Manager - Las Vegas

    • Las Vegas, Nevada
    • $150,000 - $185,000
    • Zions Bancorporation

    The Portfolio Manager role is 30-40% client facing and works closely with other team members to solicit new business and service existing clients.

  • Senior Investment Associate

    • Beverly Hills, California
    • Competitive salary based on experience ranging from $125k - $175k/yr base+bonus, benefits.
    • Mozaic LLC

    Opportunity to meaningfully contribute within a small team, utilize portfolio management, client service, & cross-asset class investment capabilities.

  • Investment Associate

    • Portland, Oregon
    • Competitive salary and bonus based on experience and credentials.
    • Vision Capital Management, Inc.

    Vision Capital is seeking an Investment Assoicate to join our team. Responsibilities include equity and fixed income analysis and trade execution.

  • Associate

    • Vancouver, British Columbia (CA)
    • $70,000-$120,000/year
    • AGF Investments Ltd.

    Cypress is looking for an Associate to help the portfolio management team improve all aspect of the investment management process.

  • Investment Strategy Senior Analyst

    • Atlanta, Georgia
    • Salary commensurate with experience
    • Truist Advisory Services, Inc.

    The Senior Investment Strategy Analyst supports the development of the firm’s investment outlook, asset allocation, and portfolio construction.

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