2366
investment associate jobs
Edward Jones —McCall, ID
Complete required CE training to ensure license(s) are in good standing. Continually develop yourself to grow personally and professionally.
$23.21 - $27.13 an hour
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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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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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…
$55,000 - $65,000 a year
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Busey Bank —Decatur, IL
This role interacts with clients by fielding phone calls and electronic communications from clients. Directly manage and coach associates in accordance with…
Estimated: $59.8K - $75.7K a year
180 wealth advisors —Federal Way, WA
Collaborate with team members to develop and implement financial strategies. Financial services industry or related field a plus. 0-5 LOS 2 weeks' vacation.
$25 - $35 an hour
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Flynn Financial LLC —Blakely, PA
We collaborate directly with clients to create and implement comprehensive and customized investment strategies. Financial concepts: 1 year (Preferred).
Estimated: $53.4K - $67.7K a year
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6d
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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7d
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
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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Aksala Wealth Advisors —Lakewood Ranch, FL
Activities include: Portfolio comparisons, cost basis, tax impacts, allocation variations, social security, retirement plan options, tax -mitigation scenarios,…
$110,000 - $360,000 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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19h
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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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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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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10d
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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FBL Financial Group, Inc. —Manhattan, KS
A valid driver's license and satisfactory Motor Vehicle Records are required (some travel including overnight stays may be required).
Estimated: $50.6K - $64.1K a year
16h
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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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
Ryan Specialty —Hunt Valley, MD
Makes accurate state filings where applicable and ensures accurate tax payment in accordance with the state laws.
Estimated: $60.6K - $76.7K a year
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