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

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Found 5 United States jobs

  • VP, Wealth Portfolio Manager

    • Can be in Albany, NY; Boston, MA; Lenox, MA; Springfield, MA; Worcester, MA; or Glastonbury, CT
    • not disclosed
    • Berkshire Bank

    Analyzes the financial condition of companies and other investment opportunities. Manages client portfolios.

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    • 9 days ago
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  • Investment Analyst

    • New York City, New York (US)
    • Competitive Compensation Package
    • Westfuller Advisors, LLC

    Westfuller is seeking an investment analyst to support the Senior Director of Portfolio Strategy and the firm’s values-aligned investment approach.

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    • 3 days left
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  • Investment Analyst

    • Wexford, Pennsylvania
    • Salary range: $70,000 - $100,000
    • Gibson Capital, LLC

    Our Analysts provide support for our team of Advisors as they conduct investment research and serve clients of the firm.

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    • Expiring today
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  • Portfolio Manager

    • Nashville, Tennessee
    • Base Salary Plus Discretionary Bonus. Competitive Benefits as well.
    • InterOcean Capital Group, LLC

    InterOcean Capital Group, LLC is a growing RIA firm with approximately $4.3B in assets under management. We are seeking a Portfolio Manager.

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    • Expiring today
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  • 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

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    • 34 days ago
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