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

Keyword search

Broaden your search

Refine your search

You need to sign in to set up job alerts

Found 4 Corporate, United States jobs

  • Equity Analyst / Portfolio Manager

    • Scottsdale, Arizona
    • Competitive salary and benefits package based on experience and qualifications
    • Galvin, Gaustad & Stein LLC

    Seeking both a mid/large cap Equity Analyst comfortable with broad 60+ company coverage and a detail-oriented Portfolio Manager.

  • Portfolio Manager

    • Rockville, Maryland
    • Negotiable
    • SOL Capital Management Company

    The Portfolio Manager invests and monitors their clients' custom-designed portfolios and researches new investment opportunities.

  • Senior Investment Associate

    • Beverly Hills, California
    • Competitive salary based on experience ranging from $125k - $175k/yr base+bonus, benefits.
    • Mozaic LLC

    Opportunity to meaningfully contribute within a small team, utilize portfolio management, client service, & cross-asset class investment capabilities.

  • Investment Associate

    • Portland, Oregon
    • Competitive salary and bonus based on experience and credentials.
    • Vision Capital Management, Inc.

    Vision Capital is seeking an Investment Assoicate to join our team. Responsibilities include equity and fixed income analysis and trade execution.