1841
Investment Associate jobs
The Insurance Center —Wausau, WI
Engage with consultants and clients to answer questions and deliver data in a manner that is understandable. Engage with various analytics platforms to extract,…
Estimated: $38.4K - $48.6K a year
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Jay M. Johnson, LLC —San Antonio, TX
Bachelor’s degree in Accounting or a related field; CPA certification preferred. Minimum of 3 years of experience in public accounting or a related field.
$75,000 - $90,000 a year
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Gottshall Capital Partners —Manitowoc, WI
Handle all incoming calls and greet all incoming clients/prospects. Cultivates ideas to develop or help improve office systems and protocol.
$35,000 - $40,000 a year
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5d
GrayRobinson, P.A. —Lakeland, FL
Working with clients to develop and execute plans that protect and preserve assets. A Tax LLM and experience with income tax issues is required.
Estimated: $118K - $149K a year
Winninger Investments —Cody, WY
\*Must have 5 years work experience in ANY field with references*. Pay: $80,000 - $90,000 per year depending on qualifications and experience in the field …
$80,000 - $90,000 a year
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Confidential —Rochester, NY
Business processing and follow through (entering data, account establishment, and asset transfers), dealing with outside assets, mutual fund, annuity and…
$50,000 - $90,000 a year
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Zebulon Capital Ventures —Remote
Collaborate with the executive team to develop and implement strategic sales initiatives, identify new market opportunities, and participate in industry events.
$150,000 - $450,000 a year
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8d
Alerus Financial —Minnetonka, MN
Utilize analytic tools to model fixed-income portfolios so as to identify which fixed income securities are appropriate to trade.
Estimated: $51.5K - $65.3K a year
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Cedar Pine, LLC —Northbrook, IL
Lead and support financial modeling exercises, including but not limited to discounted cash flows, comparable company analysis, precedent transaction analysis,…
Estimated: $108K - $137K a year
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Edwards Asset Management —Naples, FL
Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.
$70,000 - $105,000 a year
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Gaven Auto Group —Kenvil, NJ
Basic math skills for cash handling and inventory management. Financial analysis: Ability to analyze financial data and provide insights.
$6,000 - $30,000 a month
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Northwestern Mutual - Mike McVicker —West Des Moines, IA
Responsibilities include working with clients through the account opening process, assisting with transfer of assets, trading on the advisory and brokerage…
$48,600 - $70,200 a year
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Tailored Management —Indianapolis, IN
Financial analysis: 3 years (Required). This role will be expect to process account transactions and reconciliations, generate reports, and act as liaison for…
$35 an hour
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10d
One Day In July LLC —Burlington, VT
You will have 4 months to obtain a license. Exam study hours are on your own time. Utilize our CRM to carefully manage client portfolios and keep detailed…
From $70,000 a year
Ameriprise Financial - Edina Office —Edina, MN
Follow up on client calls and requests. Perform in-depth analysis of client financial situations and create tailored financial plans.
$85,000 - $150,000 a year
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3Degrees —Portland, ME
You have identified and implemented process improvements for deal entry and cross-functional coordination. You are able to generate confirmation letters for new…
$89,000 - $100,000 a year
iProspect —New York, NY
Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and/or certain state or local…
$39,000 - $62,962 a year
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4d
Wayne Mutual Insurance Company —Wooster, OH
This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
Estimated: $38K - $48.1K a year
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Fiera Capital —Boston, MA
Work closely with the marketing team to prepare presentation materials for meetings and conference calls; The Business Development Associate will play a key…
Estimated: $75.1K - $95K a year
D.I. Management, LLC —Philadelphia, PA
Support the due diligence process for assets under contract, including coordinating with external suppliers such as brokers, engineers, and contractors to…
Estimated: $64.2K - $81.3K a year
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11d
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