2324
investment associate jobs
Pasona N A, Inc. —Dallas, TX
Assist with amendments, dividend transactions, loan closings and funding, and other credit events that may impact the borrower.
$57,000 - $75,000 a year
Quick Apply
G9 Financial —Millbury, MA
FINRA Series 7, Series 66, Life and Health licensing required with a commitment to obtaining further continuing education requirements to maintain licensing.
$55,000 - $65,000 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
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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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
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
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
Wise Financial - Northwestern Mutual Private Client Group —Indianapolis, IN
Develop the financial plan and work with clients to full implementation. Maintain relative continuing education (CE) for all active licenses and designations.
$60,000 - $80,000 a year
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5h
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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TPM Placement —Hanover, PA
Service existing clients - not required to build your own book of business. Provide investment, risk, annuity and insurance advice and education.
$75,000 - $80,000 a year
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2d
Halbert Hargrove —Long Beach, CA
Maintains a social presence in the community by volunteering and/or joining a charitable organization. Professional development budget for continuing education…
$75,000 - $100,000 a year
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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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Equitable Advisors —Peoria, 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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EF Hutton —New York, NY
Responsibilities include conducting secondary research, supporting financial analysis, assisting in due diligence on industry trends, company management, and…
$80,000 - $100,000 a year
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4d
Syverson Strege —West Des Moines, IA
Proficient in the use of Microsoft Office suite of products; ability to learn in-house programs and tools. Educates clients in financial planning and investment…
$66,000 - $100,000 a year
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9d
TrueBridge Capital Partners —Chapel Hill, NC
The Associates or Analysts support all aspects of the investment process, including analysis of current and prospective fund and direct investments.
Estimated: $82.7K - $105K a year
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Coldwell Banker Commercial Benchmark —Ormond Beach, FL
Experienced agents with minimum 2 years in commercial real estate sales and leasing. Engage in property evaluations and market analysis.
Estimated: $85K - $108K a year
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Brown Wealth Management, LLC —Eden Prairie, MN
The primary responsibility will be to provide technical financial planning and investment management work, either under the management of higher-level…
$50,000 - $80,000 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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McAdam Financial —Remote
Attend implementation and closing meetings with the Vice President. The ideal candidate for this position will be organized, adaptable, energetic, and possess…
$60,000 a year
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14d
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