Top 32 Cfa Jobs in Wellington Fl

PWM Partner Portfolio Manager
U.S. Bank National Association —Palm Beach, FL
- $98,175 - $115,500 a year
- Full-time
- Mid-level
- Business development
- Analysis skills
- Paid holidays
- Disability insurance
1d
Power Generation Business Analyst I
NextEra Energy, Inc. —Palm Beach Gardens, FL
- Full-time
- Mid-level
- Office
- 3 years
10d
Business Management Analyst
NextEra Energy, Inc. —Juno Beach, FL
- Full-time
- CPA
- Mid-level
- Office
12d
Fund Monitoring - Analyst
iCapital —Boca Raton, FL
- $65,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Dental insurance
- Paid time off
Director, SMA Model Specialist
Janus Henderson —West Palm Beach, FL
- $100,000 - $150,000 a year
- 5 years
- Bachelor's degree
- Senior level
- Health insurance
- Parental leave
Finance Controller
Slate Aviation —West Palm Beach, FL
- $150,000 - $165,000 a year
- Full-time
- Microsoft Excel
- Oracle
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
5d
Project Manager
Related —Boca Raton, FL
- Full-time
- Hospitality
- Construction site
- Mid-level
- Health savings account
- AD&D insurance
PWM Private Wealth Advisor
U.S. Bank National Association —Palm Beach, FL
- $143,905 - $200,000 a year
- Full-time
- Writing skills
- Office
- Business development
- Paid holidays
- Disability insurance
Entry Level – Financial Advisor
Equitable Advisors —Boca Raton, FL
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Senior Wealth Strategist
Edward Jones —West Palm Beach, FL
- $120,000 - $204,300 a year
- Full-time
- Hybrid work
- CPA
- Data analysis skills
- Office
- Profit sharing
- Health savings account
Financial Professional - Retirement Benefits Group
Equitable Advisors —Boca Raton, FL
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Managing Director - CIO
Oxford Financial GRP —Palm Beach, FL
- Full-time
- Office
- Master's degree
- Bachelor's degree
Quick Apply
Gift & Estate Valuation Associate
WithumSmith+Brown —Boca Raton, FL
- $65,000 - $90,000 a year
- Full-time
- Hybrid work
- Writing skills
- Research
- Mid-level
Quick Apply
8d
Financial Planning & Analysis Analyst
National Oak Distrib, Inc. —West Palm Beach, FL
- Full-time
- CPA
- ERP systems
- Mid-level
Quick Apply
11d
Director Mergers and Acquisitions
Dycom Industries, Inc. —West Palm Beach, FL
- 18 years or older
- CPA
- Office
- Employee stock purchase plan
- Paid holidays
Quick Apply
U.S. Private Bank - Investment Specialist - Executive Director
JPMorganChase —Palm Beach, FL
- Full-time
- 7 years
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
2d
Senior Financial Analyst Project Valuation
NextEra Energy, Inc. —Juno Beach, FL
- Full-time
- CPA
- Office
- Finance
Senior Portfolio Advisor II
Northern Trust Corp. —Palm Beach, FL
- Full-time
- Accounting
- US work authorization
- Senior level
9d
U.S. Private Bank - Private Bank Team Lead
JPMorganChase —Palm Beach, FL
- Full-time
- 5 years
- Office
- Supervising experience
- Health insurance
- Tuition reimbursement
Senior Financial Analyst (Asset-Level Financing)
NextEra Energy, Inc. —Juno Beach, FL
- Full-time
- CPA
- Mid-level
- Office
1d

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cfa jobs near wellington fl

PWM Partner Portfolio Manager

U.S. Bank National Association -
Palm Beach, FL

Apply Now

Job Details

Full-time
$98,175 - $115,500 a year
1 day ago

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Life insurance

Qualifications

Business development management
Customer communication
Sales support
Financial sales
Banking services expertise
Customer relationship building
Investment management advisory services
Mid-level
Business development
Analysis skills
Bachelor's degree
Investment client management
Desktop applications
Revenue target achievement
Sales development
Data interpretation
Client retention strategy
Business development within finance
Productivity software
Banking business development
Banking product expertise
4 years
Communication skills

Full Job Description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Private Wealth Management (PWM) Investment Partners has the shared responsibility for soliciting, developing, managing, and retaining client relationships for Investments. Partners with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies. Investment Partner has a shared responsibility with their Senior Advisor to achieve sales, revenue and practice excellence goals. Position is focused on honing the technical aspects of Investment management and developing the superior client facing skills needed to become an Investment Portfolio Manager. Incumbents need to possess a proven track record of sales support to be viewed as a trusted partner to a Portfolio Manager.

Basic Qualifications

Bachelor's degree, or equivalent work experience
Four to seven years of related experience

Preferred Skills/Experience

Thorough knowledge of departmental operations/policies and U.S. Bank products and services
Effective interpersonal, verbal and written communication skills
Strong client facing skills
Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Well-developed analytical skills
Pursuit of professional credentials (CFP, CFA, etc.) a plus

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Apply Now

Refine Your Search

cfa jobs in wellington fl

PWM Partner Portfolio Manager

Power Generation Business Analyst I

Business Management Analyst

Fund Monitoring - Analyst

Director, SMA Model Specialist

Finance Controller

Project Manager

PWM Private Wealth Advisor

Entry Level – Financial Advisor

Senior Wealth Strategist

Financial Professional - Retirement Benefits Group

Managing Director - CIO

Gift & Estate Valuation Associate

Financial Planning & Analysis Analyst

Director Mergers and Acquisitions

U.S. Private Bank - Investment Specialist - Executive Director

Senior Financial Analyst Project Valuation

Senior Portfolio Advisor II

U.S. Private Bank - Private Bank Team Lead

Senior Financial Analyst (Asset-Level Financing)

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