2733
Finance Associate jobs
Lyons & Associates, P.C. —Somerville, NJ
Licensed to practice in the state of New Jersey. Ability to collaborate with colleagues to best serve clients. Comfortable with handling a high volume of cases.
Estimated: $84.9K - $107K a year
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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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Insurance Solutions by JCA - JC Adviser —Remote
Be able to pass state Life & Health license exam. Finance Associates are required to attend weekly Zoom training and pass their state Life & Health Insurance…
$5,000 - $10,000 a month
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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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Mid American Wealth Advisory Group —Kansas City, MO
Receive incoming prospect and client calls in a friendly, warm manner. Perform case analysis and develop recommendations. Portfolio analysis and monitoring.
$60,000 - $70,000 a year
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East West Bank —Oakland, CA
Demonstrate strong customer service skills; assist customers with financial transactions such as cash withdrawals, deposits, transfers, loan/credit card…
$19 - $21 an hour
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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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RDV Corporation/RDV Staffing —Grand Rapids, MI
Preparation of internal reports tracking the fund's new investment and realization activity and investment performance details to support cross-functional cash…
Estimated: $69.6K - $88.1K 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
BNY —Lake Mary, FL
Develop subject matter expertise in the field of transaction monitoring while continuing to gain experience preparing risk-based reviews of existing and…
Estimated: $68.1K - $86.2K a year
6d
One Day In July LLC —Burlington, VT
You must have a Series 65 or equivalent license for this role. You will have 4 months to obtain a license. Part one of the commission program is available from…
$70,000 a year
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
Laurel Circle —Bridgewater, NJ
Compares accounts payable invoice payments to payment check register to ensure accuracy and timeliness of payments. Prepare and process cash deposits.
$55,000 - $60,000 a year
Partners In Health —Remote
We're seeking a dynamic Operations Associate to join our small, agile team within a larger non-profit, where you'll play a pivotal role in driving efficiency…
$60,000 - $65,000 a year
12d
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
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Prevail Financial —Remote
Exceptional income potential, as your hard work will directly relate to your sales results (Up front incentive AND recurring revenue).
$64,000 - $110,000 a year
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3d
NJM Insurance Group —West Trenton, NJ
Perform competitor analysis to maintain awareness of pricing and product developments in the marketplace. The Actuarial department at NJM provides insight and…
From $111,000 a year
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Condor Capital Wealth Management —Martinsville, NJ
Assist with answering the phones and responding to emails. Strong knowledge of Microsoft Office and related business productivity tools.
$55,000 - $65,000 a year
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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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Bright Horizons Family Solutions —Newton, MA
Counsel clients in individual phone meetings spanning a wide spectrum of college funding items including: applying for all forms of federal, state, private, and…
$25 - $30 an hour
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