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Cardata
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Portfolio Management and Investment Advice
in last 30 days
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22
jobs
at
Cardata
in
Portfolio Management and Investment Advice
in last 30 days
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Date
Last 30 days
FP&A Associate
NEXT STEPS
Cardata
New York, NY
L5 Senior
June 20th, 2026
Financial and Investment Analysts
Portfolio Management and Investment Advice
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Senior Regional Compliance Associate
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Cardata
Irving, TX
L5 Senior
July 4th, 2026
Compliance Managers
Portfolio Management and Investment Advice
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Client Transitions Associate
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Cardata
Dallas, TX
June 8th, 2026
Financial Clerks, All Other
Portfolio Management and Investment Advice
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Client Relationship Manager
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Cardata
Greensboro, GA
June 25th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Head of Client Experience, WealthTech Growth
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Cardata
Dallas, TX
June 25th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Relationship Manager & Wealth Planner
APPLY
Cardata
Phoenix, AZ
L5 Senior
June 21st, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Relationship Manager & Wealth Planner
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Cardata
Telluride, CO
L5 Senior
June 20th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Trading Specialist Wealth Ops & Automation
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Cardata
New York, NY
June 18th, 2026
Securities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment Advice
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Relationship Manager & Servicing Advisor
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Cardata
Telluride, CO
June 20th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Relationship Manager & Servicing Advisor
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Cardata
Phoenix, AZ
June 20th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Risk Management Associate
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Cardata
New York, NY
June 18th, 2026
Financial Risk Specialists
Portfolio Management and Investment Advice
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Wealth Ops & Client Experience Associate (Dallas Hybrid)
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Cardata
Irving, TX
June 19th, 2026
Office Clerks, General
Portfolio Management and Investment Advice
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Senior Trading Associate
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Cardata
New York, NY
June 9th, 2026
Brokerage Clerks
Portfolio Management and Investment Advice
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UHNW Wealth Advisor Concierge, Strategy
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Cardata
Doral, FL
June 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Advisor, Ultra High Net Worth
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Cardata
Doral, FL
June 20th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Relationship Manager & Wealth Planner
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Cardata
East Boston, MA
June 20th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Wealth Advisor, Ultra High Net Worth
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Cardata
New York, NY
June 18th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Relationship Manager & Servicing Advisor
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Cardata
East Boston, MA
June 20th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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UHNW Wealth Advisor - Tech-Driven Concierge Service
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Cardata
New York, NY
June 9th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Trading Specialist Wealth Ops & Automation
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Cardata
Dallas, TX
June 18th, 2026
Brokerage Clerks
Investment Banking and Securities Intermediation
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Client Experience Manager Wealth & Financial Services
NEXT STEPS
Cardata
Greensboro, GA
June 28th, 2026
Customer Service Representatives
Other Activities Related to Credit Intermediation
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Tax Planning Manager
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Cardata
Dallas, TX
June 18th, 2026
Tax Preparers
Tax Preparation Services
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