Wealth Management Passed CFA Level III (Charter Pending) jobs in Full Time

You need to sign in to set up job alerts

Found 5 United States 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.

You need to sign in to set up job alerts