investment associate jobs

Edwards Asset Management —Naples, FL

Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.

Edward Jones —McCall, ID3.7

Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…

B. Riley Financial —Poughkeepsie, NY4

Receive incoming calls, handling requests, and directing communication to appropriate parties. The successful candidate will demonstrate the ability to work…

Jay M. Johnson, LLC —San Antonio, TX

Bachelor’s degree in Accounting or a related field; CPA certification preferred. Minimum of 3 years of experience in public accounting or a related field.

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).

Fuse Partners —Dallas, TX

Operating on its own proprietary technology, Fuse oversees a combined $4B in assets for 60,000 401(k) participants, 140 corporate clients, and about 1,400…

Savant Wealth Management —Satellite Beach, FL3

Must obtain a Series 65 license within three (3) months of starting the program. Bachelors Degree from an accredited college or university in the areas of…

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.

Selby Jennings —Washington, DC3.1

Assisting in the execution of transactions through financial modeling, valuation, comparable and relative value analysis. Strong, closed M&A deal experience.

Investor Creator —Remote

A real estate agent license is NOT required. Help to develop and implement improvement strategies with the goal of maximizing revenue.

Busey Bank —Decatur, IL3.4

This role interacts with clients by fielding phone calls and electronic communications from clients. Directly manage and coach associates in accordance with…

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_.

Family, Wealth and Legacy, LLC —Remote1

Collaborate with advisors and clients to design, implement, and monitor financial plans. Prepare paperwork for client transactions, including, but not limited…

TrueBridge Capital Partners —Chapel Hill, NC5

The Associates or Analysts support all aspects of the investment process, including analysis of current and prospective fund and direct investments.

Aksala Wealth Advisors —Lakewood Ranch, FL5

Activities include: Portfolio comparisons, cost basis, tax impacts, allocation variations, social security, retirement plan options, tax -mitigation scenarios,…

EF Hutton —New York, NY3.5

Responsibilities include conducting secondary research, supporting financial analysis, assisting in due diligence on industry trends, company management, and…

Paulson Investment Company, LLC —Walnut Creek, CA3.3

The firm's emphasis includes products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and…

New Forests —Remote

Excellent writing, editing, and verbal communication skills with ability to communicate complex information through presentations, briefing notes, investment…

TYWL Wealth Management —Rosemead, CA

Responsibilities include general office support, handling incoming phone calls, facilitating operational duties, and organizing client information.