Search Results: 6 vacancies
Director of Investments & CFA - Rapidly growing fee-based / high net worth advisory firm Respected, local wealth advisory firm is looking to add leadership and technical expertise to their practice due to many years of success and growth. This new add to the leadership...
Suggested
Local area
Immediate start
...financial initiatives and optimizations.
Minimum Qualifications:
- Bachelor’s degree in Finance, Accounting, or related field. CPA or CFA certification preferred.
- Extensive experience in financial management, accounting, or a similar role.
- Proficiency in...
Suggested
Part time
Freelance
Second job
Remote job
Worldwide
Flexible hours
...building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
~ CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless...
Suggested
Remote job
...or combination of both, or equivalent in the financial services industry required.
~ FINRA series 65 licensed preferred.
~ CFP®, CFA or CIMA designated preferred
~ Clean U-4 and U-5 history.
In exchange for your expertise, we offer a base salary, bonus potential...
Suggested
Weekend work
...experience working in a financial planning, accounting, legal or other organization that provides relevant experience
~ Series 65, CFP or CFA required
Skills and Knowledge
Wealth management experience with fee-based consulting, tax, mutual funds, money manager...
Suggested
Full time
...Morningstar Direct and other industry analytical tools.
Preferred Requirements:
Willingness to participate in or enrolled in the CFA, CFP and/or CAIA program.
Licenses: Series 7 preferred
Equal Opportunity Employer Osaic is an equal opportunity employer. We...
Suggested
Full time
Home office
1 day per week
