20 Best investment associate jobs (Hiring Now!)

Associate Advisor - Satellite Beach, FL
Savant Wealth Management —Satellite Beach, FL
Must obtain a Series 65 license within three (3) months of starting the program. Bachelors Degree from an accredited college or university in the areas of…
Estimated: $57.5K - $72.8K a year
Associate Stop Loss Underwriter
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: $39.7K - $50.2K a year
Quick Apply
Sr. Wealth Management Client Associate
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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Wealth: Registered Client Service Associate
B. Riley Financial —Poughkeepsie, NY
Receive incoming calls, handling requests, and directing communication to appropriate parties. The successful candidate will demonstrate the ability to work…
$50,000 - $65,000 a year
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Credit Analyst or Credit Associate -Japanese Bilingual -54948
Pasona N A, Inc. —Dallas, TX
Assist with amendments, dividend transactions, loan closings and funding, and other credit events that may impact the borrower.
$57,000 - $75,000 a year
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Investment Real Estate Associate
Aurumys —Albuquerque, NM
Our Sales Agents must hold an active New Mexico real estate license, or you should be willing to take the necessary steps to obtain one.
$66,678 - $93,488 a year
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Financial Counselor Associate
AMG NATIONAL TRUST —Denver, CO
Regularly attend and participate in conference calls and staff meetings. Demonstrated social presence and social awareness. Microsoft Excel: 3 years (Required).
$70,000 - $100,000 a year
Quick Apply
Registered Investment Operations Associate
Strategic Financial Associates LLC —Bethesda, MD
You will work in our Investment Operations department with experienced professionals, working daily with clients and prospective clients.
$55,000 - $85,000 a year
Quick Apply
Associate Financial Advisor
G9 Financial —Millbury, MA
FINRA Series 7, Series 66, Life and Health licensing required with a commitment to obtaining further continuing education requirements to maintain licensing.
$55,000 - $65,000 a year
Quick Apply
Investment Operations Associate
Second 50 Financial, LLC —Manhattan Beach, CA
Will be cross trained to answer phones and help clients with account administration questions. Development of investment analysis and proposals for prospects.
$80,000 - $100,000 a year
Quick Apply
6d
Real Estate Disposition Associate
Investor Creator —Remote
A real estate agent license is NOT required. Help to develop and implement improvement strategies with the goal of maximizing revenue.
Estimated: $70K - $88.6K a year
Quick Apply
Private Equity Associate
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
Quick Apply
Client Service Associate
Family, Wealth and Legacy, LLC —Remote
Collaborate with advisors and clients to design, implement, and monitor financial plans. Prepare paperwork for client transactions, including, but not limited…
$40,000 - $55,000 a year
Quick Apply
19h
Research Associate, Investment Banking
EF Hutton —New York, NY
Responsibilities include conducting secondary research, supporting financial analysis, assisting in due diligence on industry trends, company management, and…
$80,000 - $100,000 a year
Quick Apply
4d
Accounting Associate, Real Estate - Global Private Equity Firm
Confidential —Boston, MA
*Join an exceptional 8-person team *and be responsible for accounting & reporting for a mix of real estate investments across multiple funds, such as tracking &…
$105,000 - $118,000 a year
Quick Apply
4d
Associate Investment Advisor/Assistant
Flynn Financial LLC —Blakely, PA
_Desired: Advanced Certifications e.g., CFP, CFA or willing to pursue._. Financial concepts: 1 year (Preferred). _CRM Data Input/Note Taking_.
Estimated: $53.4K - $67.7K a year
Quick Apply
6d
Wealth Management Client Service Associate
Laffer Tengler Investments —Paradise Valley, AZ
This role is client facing – and will focus on managing client on-boarding and documentation, opening accounts, and acting as a liaison with custodian banks,…
$65,000 - $75,000 a year
Quick Apply
7d
Wealth Management Associate
180 wealth advisors —Federal Way, WA
Collaborate with team members to develop and implement financial strategies. Financial services industry or related field a plus. 0-5 LOS 2 weeks' vacation.
$25 - $35 an hour
Quick Apply
Investment Associate
Elmington —Nashville, TN
The Associate will primarily focus on underwriting, financial analysis, due diligence, investor relations, research, debt/equity, and the overall management of…
$90,000 - $110,000 a year
Quick Apply
Associate Director, Marketing Investment Optimization
Penfield Search Partners —Thousand Oaks, CA
Doctorate degree and 2 years of data science and/or analytics experience, or Master’s degree and 4 years of data science and/or analytics experience, or…
$150,000 - $162,000 a year

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Associate Advisor - Satellite Beach, FL

Savant Wealth Management - Satellite Beach, FL

Apply Now

Job Details

Full-time Estimated: $57.5K - $72.8K a year

Benefits

Dental insurance
401(k)
Vision insurance
Opportunities for advancement

Qualifications

Microsoft Powerpoint
Financial planning
Microsoft Excel
Microsoft Outlook
CFP
Trading
Bachelor's degree
Portfolio management
Series 65
Associate's degree
Communication skills

Full Job Description

The Associate Advisor is an entry-level advisory position focused on mastering client service and the implementation of the Savant wealth management process. The Associate Advisor is pursuing a CFP designation and gaining financial planning knowledge and skills in the role. This individual works closely with their advisory team members to provide day to day support to clients and prospects, assist in the preparation and presentation of financial plans, and prepare and manage the follow-up of client meetings. In addition, Associate Advisors complete the Savant Advisor Training Program (SATP), a development program designed for high-potential individuals who are interested in learning the skills and knowledge required to become a Financial Advisor. This is a rotational program, offering candidates exposure to various job functions critical to success as a Financial Advisor. Program duration will be tailored based upon the baseline knowledge, skills and experience of the incumbent.

The Associate Advisor role is typically responsible for the following:

Master The Savant Way best practices related to our client experience and Ideal Futures Process.
Helps support the Lead or Co-Advisor during the client onboarding process
Captures, organizes and audits client data and net worth statement (Ideal Futures Profile) to support Advisors and the Wealth Strategy team in providing comprehensive and proactive advice
Supports Lead Advisor and Co-Advisor with financial planning software and data input.
Participates in client meetings to support advisors with meeting preparation, notes and task follow-up
Coordinates workflow and case work with tax, wealth transfer and planning specialists on behalf of the Lead or Co-Advisor
Complete advisory self-perform planning projects and simple planning cases independently
Support Wealth Strategy Team on completion of more complex cases on clients they are assigned and/or other work assigned to them on other clients.
Researches planning and tax matters on behalf of the Lead and Co-Advisors
Gradually increases speaking roles in client meetings on specific financial plan and investment topics as experience increases
Builds relationship with Advisors and clients to position themselves to eventually assume a Co-Advisor role when they are promoted to an Advisor I
Maintains and updates clients Ideal Futures Profile to support Advisors and the Wealth Strategy Team
Completes the Advisor Training Program, including tax, planning and wealth transfer team support
Build strong technical knowledge of portfolio management, rebalancing, trading, and creating and interpreting various client reports.
Demonstrate intellectual curiosity, actively building knowledge of financial markets and the Savant investment philosophy. Begin to address client questions regarding their investment portfolio and/or performance.

A couple of special notes about our Associate Advisor:

Associate Advisors are required earn their CFP designation within three (3) years to progress to an Advisor I.
Must obtain a Series 65 license within three (3) months of starting the program.
This position is an in-person position based out of our Satellite Beach, FL office.
This is a full-time position, with a minimum expected hour amount of 40 hours per week, you can expect 4-5 days of in-person work weekly.

The Associate Advisor role typically requires the following qualifications:

Bachelors Degree from an accredited college or university in the areas of finance, accounting, economics and/or related field - those with a major in Finance / CFP Track - highly considered.
New college graduates to several years of experience in a professional work environment, preferably in accounting or financial services
Pursuing or committed to obtaining the Certified Financial Planner® (CFP) designation. Strong preference will be given to candidates who have completed all necessary CFP coursework.
Obtain Series 65 designation within three months of hire.
You are proficient in Outlook, Word, Excel, and PowerPoint, as well as CRM software.
You will be process oriented, organized, detail-oriented, and able to multitask.
You always maintain a client first attitude.
You will exude excellent verbal and written communication skills to build strong interpersonal relationships at all levels of the organization.
You are a team player, you enjoy collaboration and helping others, but you can also work independently on project work.

Why Join Us?

We are a growing firm, with opportunities for future growth and advancement in your role.
We offer health, vision, dental, and 401K benefit options for you and your family.
We believe in collaboration, innovation, excellence doing what’s right, and helping our team to provide a world class service
Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.

Let us help you on your path to your ideal career - apply today!

Collective Wisdom. We're Better Together.

At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.

If you want to be part of a culture that is defined through strong values - Savant is right for you.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.

Any combination of equivalent education and work experience will be considered.

Savant Capital, LLC is an Equal Opportunity Employer

Apply Now

investment associate jobs

Associate Advisor - Satellite Beach, FL

Associate Stop Loss Underwriter

Sr. Wealth Management Client Associate

Wealth: Registered Client Service Associate

Credit Analyst or Credit Associate -Japanese Bilingual -54948

Investment Real Estate Associate

Financial Counselor Associate

Registered Investment Operations Associate

Associate Financial Advisor

Investment Operations Associate

Real Estate Disposition Associate

Private Equity Associate

Client Service Associate

Research Associate, Investment Banking

Accounting Associate, Real Estate - Global Private Equity Firm

Associate Investment Advisor/Assistant

Wealth Management Client Service Associate

Wealth Management Associate

Investment Associate

Associate Director, Marketing Investment Optimization

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