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investment associate jobs
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
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
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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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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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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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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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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
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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
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4d
Selby Jennings —Washington, DC
Assisting in the execution of transactions through financial modeling, valuation, comparable and relative value analysis. Strong, closed M&A deal experience.
$120,000 - $120,001 a year
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13h
Boutique Recruiting —Vancouver, WA
Provide excellent client service by handling client phone calls and emails. This role primarily supports two wealth advisors by facilitating client fund…
$25 - $32 an hour
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
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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
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6d
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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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
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7d
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
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20h
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
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6d
Paulson Investment Company, LLC —Walnut Creek, CA
The firm's emphasis includes products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and…
$50,000 - $200,000 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: $72.9K - $92.2K a year
TYWL Wealth Management —Rosemead, CA
Responsibilities include general office support, handling incoming phone calls, facilitating operational duties, and organizing client information.
$22 - $25 an hour
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5d
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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