1797
investment associate jobs
The Insurance Center —Onalaska, 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: $41.2K - $52.2K a year
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NorthCoast Asset Management —Greenwich, CT
Series 65 license (required for role; pursuit to begin shortly after start date if not already held and is expected to be passed within three months).
$60,000 - $75,000 a year
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HighTower Advisors —Santa Fe, NM
Ability to obtain a securities representative license (Series 65) in first year of employment. Founded in 2008, Hightower is a wealth management firm that…
Estimated: $72.6K - $92K 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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5d
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,…
From $24 an hour
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5d
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…
Estimated: $54.8K - $69.4K a year
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1d
Burns & Wilcox —San Francisco, CA
Bind risk, post the invoice and process technical data. Manage relationships with retail agents and follow up on any outstanding information needed to complete…
$70,000 - $82,000 a year
Sentinel Group —Wakefield, MA
The Purpose of Your Role: This is an entry level positon to develop into a full time financial planning role. Knowledge of Excel, Powerpoint, eMoney, Salesforce…
Estimated: $56.7K - $71.7K a year
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Germany Trade & Invest —San Francisco, CA
Technical proficiency in information analysis, research, and data evaluation. Compile lists of target companies and gather high-quality information on companies…
$75,000 - $85,000 a year
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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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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,…
Estimated: $68.6K - $86.9K a year
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15h
Santander US —New York, NY
Performing detailed valuation analysis, including discounted cash flow, trading comparables, transaction comparables and LBO analysis.
$202,500 - $250,000 a year
1d
Equitable Advisors —Springfield, IL
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$24,000 - $140,000 a year
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4d
CEDENT —San Francisco, CA
Preparation of comprehensive financial models and valuation analyses including discounted cash flow, comparable company, precedent M&A transactions, LBO and…
Estimated: $131K - $165K a year
2h
Hudson Valley Credit Union —Chester, NY
NYS Notary Public license achieved within 12 months of obtaining position required. Support Contact Center with inbound member calls as necessary.
$25.86 - $31.33 an hour
Dye Creek Capital —Raleigh, NC
Make use of exceptional communication skills to take client calls and reroute them to other associates when necessary.
$70,000 - $80,000 a year
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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).
$50,000 - $80,000 a year
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13d
MedPro Group —Fort Wayne, IN
Provide data entry, initial analysis and account set up transactions. Provide support for MedPro Group distribution partners via phone calls, emails and faxed…
Estimated: $49.2K - $62.3K a year
Piper Sandler —New York, NY
Previous experience or training in financial modeling and/or data analysis. Our analysts work closely with senior bankers to make a real impact on our clients'…
$100,000 - $125,000 a year
5d
Guggenheim Partners —Menlo Park, CA
We will provide best-in-class Investment Banking training—formal and hands-on—as you develop your professional toolkit: M&A process management, business acumen,…
$175,000 a year
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