Wealth Management jobs in Passed CFA Level II

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Found 4 Corporate, North America jobs

  • Wealth Relationship Manager

    • Mumbai
    • 10 to 25 lacs commensurate with experience
    • IndiaNivesh Securities Limited

    The role will be responsible for acquiring HNI clients and should have a prior experience of working in a Broking//wealth management set up.

    New

    Top job

  • Financial Planner Investment Advisor

    • Karnataka (IN)
    • As per the candidate's performance
    • Mymoneysage

    You are a proactive and talented person who has a passion for working hard. You understand that your success is tied to the success of Mymoneysage....

    Top job

  • Content Strategist (Personal Finance)

    • Karnataka (IN)
    • As per the candidate's ability
    • Mymoneysage

    Content Strategist (Personal Finance) The Ideal candidate should be good in writing personal finance content from scratch including proof reading a...

    Top job

  • Trust Investment Officer

    • Sioux Falls, South Dakota
    • Commensurate with experience with full benefit package
    • Dorsey & Whitney Trust Company LLC

    Trust Investment Officer for multi-asset portfolios working with investment advisors, attorneys and clients. CFA charterholder or candidate preferred.

  • VP, Wealth Portfolio Manager

    • Can be located in Albany, NY; Boston, MA; Hartford, CT; Lenox, MA; Springfield, MA; or Worcester, MA
    • not disclosed
    • Berkshire Bank

    Division:                Asset Management/Trust                                           Department:           Berkshire Wealth Management        ...

  • Wealth Manager for Boutique RIA Firm

    • New Orleans, Louisiana
    • up to $100,000 with substantial bonus opportunity and fast track towards equity partnership
    • Boutique RIA Firm

    Developing & acquiring new business; Cultivating new & existing referral sources; Reviewing & staying current with markets and business events.

  • Portfolio Manager

    • Boston, Massachusetts
    • Open/ Negotiable
    • Welch & Forbes

    Company Description: Welch & Forbes is a full-service private wealth management firm with an over 180-year history of working with clients to help ...

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