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

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Found 5 United States jobs

  • Research Analyst

    • Working from home
    • Negotiable
    • Money Management India

    Learn to apply the knowledge you gain during CFA course to research and select investment products. The job will include the following activities -...

    Top job

  • Senior Financial Planner

    • Columbia, Maryland (US)
    • Competitive
    • Williams Asset Management

    Senior financial planners are responsible for constructing financial plans by managing the financial planning software..

    Top job

  • RM Analyst

    • Mumbai, Konkan (IN)
    • 10 -12L p.a. + Bonus
    • Waterfield Advisors Private Limited

    Position Requirements/ Preferred Skills Strong processing skills and the ability to deliver high quality service to a small group of high profile ...

    Top job

  • Senior Trust Investment Officer

    • Lexington, Kentucky
    • Open based upon experience
    • Central Bank & Trust

    Sets and maintains department’s investment philosophy and strategy while managing and communicating same to clients and staff.

  • 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

  • Investment Research Analyst

    • Chicago, Illinois
    • Competitive
    • Mesirow Financial - Chicago

    The Opportunity: Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and adviso...

  • Research Analyst

    • Asheville, North Carolina (US)
    • Salary commensurate with qualifications. Median salary is $65,000.
    • Parsec Financial

    The RA must be able to identify, select, and communicate relevant economic, market and security-specific research to aid in our investment process.

  • Senior Sales Representative/Sales Representative

    • New York City, New York (US)
    • Negotiable
    • Federated Investors, Inc.

    Proactively solicit cash management business from Federated's clearing firms/custodians, correspondent broker dealers, regional broker dealers, etc.

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