Investment Associate jobs

HighTower Advisors —Santa Fe, NM3.5

Ability to obtain a securities representative license (Series 65) in first year of employment. Founded in 2008, Hightower is a wealth management firm that…

Tailored Management —Indianapolis, IN3.6

Financial analysis: 3 years (Required). This role will be expect to process account transactions and reconciliations, generate reports, and act as liaison for…

GVD Hospitality —Spokane, WA

A focus on business, finance, economics, real estate, or related field(s) is a plus; Underwrite and model each deal: identify & analyze sales/rent comps,…

HighTower Advisors —Folsom, CA3.5

Founded in 2014, Natoma Wealth is an independent registered investment advisory practice that offers financial advice and planning and discretionary investment…

Levin Johnston of Marcus and Millichap —Los Altos, CA

Real estate license (not required for initial interview). Advising clients on their individualized real estate investment strategies.

HighTower Advisors —Orlando, FL3.5

Communicate and collaborate with clients’ professional contacts, i.e. CPAs, attorneys, insurance agents, etc. You are a U.S. citizen, U.S. permanent resident or…

Ameriprise Financial - Edina Office —Edina, MN3.8

Follow up on client calls and requests. Perform in-depth analysis of client financial situations and create tailored financial plans.

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.

Cedar Wealth Management —Remote

Participate in the data gathering process, meetings and/or conference calls with clients. Custodian interface: complete new account applications and various…

Kasch, Levitch, McAleer & Assoc —Glen Allen, VA

Help support financial plan construction and create allocations for client portfolios in various software tools. Financial concepts: 1 year (Preferred).

Arrowroot Capital —Miami, FL

This individual will also play a lead role in all parts of the transaction process, including sourcing, negotiating & structuring, completing industry research,…

Northwestern Mutual —Remote3.7

Life & Health insurance license preferred. Updating client data and cost basis information. Excellent oral and written communication skills with the ability to…

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.

Spark Foundry —New York, NY3.6

The Associate Director is responsible for executing strategies including negotiating scatter needs NS analyzing the need for implementing allocation and billing…

Santander US —New York, NY3.8

Performing detailed valuation analysis, including discounted cash flow, trading comparables, transaction comparables and LBO analysis.

Homebound —California3.7

Craft the detailed home product strategy for development areas and translate that into actionable guidance for teams to leverage when developing home product.

North Star Resource group —Milwaukee, WI3.6

In addition to a mentor who is an industry expert in their niche market, you will have access to training courses that are designed to educate you on the…

Legacy Capital Group —Los Gatos, CA

Organize and analyze the information provided, using eMoney and/or Excel and other tools to develop and implement customized financial plans for clients,…

Cresset Capital —Atlanta, GA5

Bachelor's degree required in Business, Finance, or related field. Accurate and timely execution of incoming trade requests submitted by advisors.