1900
investment associate jobs
B. Riley Financial —Poughkeepsie, NY
Receive incoming calls, handling requests, and directing communication to appropriate parties. The successful candidate will demonstrate the ability to work…
$50,000 - $65,000 a year
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Pasona N A, Inc. —Dallas, TX
Assist with amendments, dividend transactions, loan closings and funding, and other credit events that may impact the borrower. Salary: $57-75K (DOE).
$57,000 - $75,000 a year
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Selby Jennings —Dallas, TX
As an Investment Banking Associate, you will play a pivotal role in leading and executing complex financial transactions and providing strategic advice to our…
$125,001 - $180,000 a year
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13d
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
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
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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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
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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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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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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Tonka Financial Services —Hopkins, MN
Assist with answering phone calls or delegating faxes to appropriate staff member. ▪ Handle phone calls, faxes, and e-mails from clients and take action needed…
$46,693 - $48,954 a year
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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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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.
$30,000 - $108,543 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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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
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
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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tastytrade —Chicago, IL
You will report to and work closely with the Director of Marketing Compliance on all matters related to marketing partnership for the firm such as, but not…
Estimated: $76.8K - $97.3K a year
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9d
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