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

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Found 5 Corporate jobs for open / negotiable

  • Wealth Management Analyst/Advisor

    • Bangalore City, Bangalore (IN)
    • Compensation Negotiable + Equity Participation
    • FinFirst Capital Advisors Private Limited

    Looking for analytically minded, detail and solution oriented people who are passionate about Wealth Management and solving for client needs.

    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

  • Fund Manager (CFA 3 candidate)

    • Ahmedabad, Gujarat (IN)
    • No bars for good candidate
    • Reddito Capital Investment Advisors Pvt Ltd.

    Looking for Senior person for portfolio management & fund management. Require relevant experience. MUST completed CFA 3.

    Top job

  • Wealth Management Analyst/Advisor

    • Bangalore City, Bangalore (IN)
    • Compensation Negotiable + Equity Participation
    • FinFirst Capital Advisors Private Limited

    Looking for analytically minded, detail and solution oriented people who are passionate about Wealth Management and solving for client needs.

  • 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.

  • Senior Equity Research Analyst & Portfolio Manager

    • Boston, Massachusetts (US)
    • Dependent on qualifications
    • Cambridge Trust

    Senior Equity Analyst and Co-Portfolio Manager for our Sustainable & Responsible Investing (SRI) Equity strategy.

  • Senior Client Portfolio Manager - New Hampshire

    • New Hampshire
    • Dependent on qualifications
    • Cambridge Trust

    The Sr. Portfolio Manager will manage and advise individual client portfolios across equities & bonds based on team recommendations.

  • Manager, Wealth/Discretion

    • Raleigh, North Carolina (US)
    • DOE
    • CAPTRUST

    CAPTRUST seeks a Wealth/Discretion Manager who will be focused on understanding and seeking to improve our wealth discretionary models.

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