Wealth Management Private Wealth Management Firm CFA Charterholder jobs in Bachelors

Found 6 jobs

• Vice President - Finance Investments - Rockville MD, DC, New York, NY, Boston, Philadelphia

  • Rockville, Maryland
  • N/A
  • Financial Industry Regulatory Authority (FINRA)

  FINRA is seeking a well qualified CFA preferred individual to lead, develop and implement FINRA's investment strategy.

  View details

  • 15 days ago
  • Save

    You need to sign in to save

• Portfolio Manager

  

  • Reston, Virginia
  • Salary is base plus incentives, commensurate with experience and qualifications
  • Burney Company

  Seeking experienced Portfolio Manager with a focus on managing client relationships. Partnership track and opportunity to obtain equity in the firm.

  View details

  • 20 days ago
  • Save

    You need to sign in to save

• Portfolio Manager

  

  • Chicago, Illinois
  • Commensurate with experience
  • Gofen and Glossberg, L.L.C.

  Gofen and Glossberg, LLC is seeking an experienced portfolio manager to join our team.

  View details

  • 21 days ago
  • Save

    You need to sign in to save

• Quantitative Analyst

  • Greenwich, Connecticut (US)
  • Competitive
  • Fieldpoint Private

  The Quantitative Analyst is responsible for data analytics, model creation, and risk/performance analysis.

  View details

  • 22 days ago
  • Save

    You need to sign in to save

• Wealth Management Client Solutions (TBD Based on Experience)

  • Westlake Village, California
  • To be determined based on candidates experience
  • Westlake Village

  ABOUT OUR FIRM: We are a rapidly growing independent wealth management firm located in Westlake Village, CA that manages money for high net worth f...

  View details

  • 4 days left
  • Save

    You need to sign in to save

• Operational Due Diligence Analyst

  • New York City, New York (US)
  • Competitive
  • Brown Advisory

  Operational Due Diligence Analyst

  View details

  • 2 days left
  • Save

    You need to sign in to save