1573
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: $40K - $50.7K a year
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Ameriprise Financial —Richmond, VA
Already have federal and state licenses and registrations for securities: Series 7; Series 66; and state life, accident, and health insurance licenses or…
Estimated: $58K - $73.4K a year
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Dahring | Cusmano and Associates —Novi, MI
Interaction with other departments to support and develop ongoing service processes. Ability to multitask while maintaining high degree of accuracy and…
$15 - $20 an hour
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1d
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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Macquarie Group Limited —Houston, TX
In our Risk Management Group, you will be part of an independent, and centralised function, responsible for independent and objective review and challenge,…
Estimated: $79.1K - $100K a year
16h
Bessemer Trust Company —Seattle, WA
Will be trained and expected to become proficient in asset allocation modeling, investment portfolio analysis, fixed income portfolio analysis, tax transition…
$90,000 - $140,000 a year
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: $57K - $72.2K a year
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10d
Prudential Advisors —Pikesville, MD
Series 7, 66, or 63/65 license. Assist clients in managing their assets and cash flow effectively. Conduct in-depth financial analysis and create personalized…
$70,000 - $125,000 a year
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8d
The Meet Group —New Hope, PA
Compiling & processing cash rewards redeemed by video content creators. Reviewing user-generated content including photo uploads, text, and video.
$22 an hour
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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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Auto-Owners Insurance —Columbia, MO
Effectively communicate with policyholders, claimants, agents and other departments through verbal and/or written correspondence.
Estimated: $32.7K - $41.5K a year
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20h
Raymond James Financial, Inc. —Destin, FL
With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
Estimated: $38.5K - $48.8K a year
Octopus Energy Group —New York, NY
Commercial mindset, able to understand and communicate the impact of commercial positions on potential investments and the potential to own increasing degrees…
$150,000 - $200,000 a year
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8d
Weiss, Hale & Zahansky Strategic Wealth Advisors —Tolland, CT
Prior certification or willingness to enroll in CFP® certification program. As a member of the WHZ Advisory team, this advisory role is responsible for driving…
$100,000 - $150,000 a year
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3d
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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11d
Arlen Corporation —Warwick, RI
At times, managing the front desk, including answering and directing phone calls, and greeting clients. Duties include gathering/organizing reports for our…
$50,000 - $58,545 a year
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2d
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
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Bank of America —New York, NY
Assists clients with raising funds in the capital markets, as well as providing strategic advisory services for mergers, acquisitions, and other types of…
$175,000 - $225,000 a year
3d
Prudential —Topeka, KS
Continual learning and development in the field of financial planning. Study towards obtaining required FINRA and resident state licenses during the Pre…
$50,000 - $75,000 a year
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TSW Wealth Management —Framingham, MA
Communicate daily directly with clients over the phone, via email, and in person to help with service requests, answer questions, and problem-solve across a…
$75,000 - $90,000 a year
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10d
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