1842
investment associate jobs
JKS Financial —Pittsburgh, PA
Life, Accident and Health licensing required upon start. Preparation of financial analysis and financial planning recommendations.
$45,000 - $70,000 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.
$66,678 - $93,488 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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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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Laffer Tengler Investments —Paradise Valley, AZ
This role is client facing – and will focus on managing client on-boarding and documentation, opening accounts, and acting as a liaison with custodian banks,…
$65,000 - $75,000 a year
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7d
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
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
Penfield Search Partners —Thousand Oaks, CA
Doctorate degree and 2 years of data science and/or analytics experience, or Master’s degree and 4 years of data science and/or analytics experience, or…
$150,000 - $162,000 a year
Fiera Capital —Boston, MA
Work closely with the marketing team to prepare presentation materials for meetings and conference calls; The Business Development Associate will play a key…
Estimated: $72.9K - $92.2K a year
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
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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16h
Fiera Capital —Dayton, OH
Work closely with the marketing team to prepare presentation materials for meetings and conference calls; The Business Development Associate will play a key…
Estimated: $90.8K - $115K a year
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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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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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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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
Edward Jones —Elko, NV
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…
$25.90 - $30.27 an hour
5d
Family, Wealth and Legacy, LLC —Remote
Collaborate with advisors and clients to design, implement, and monitor financial plans. Prepare paperwork for client transactions, including, but not limited…
$40,000 - $55,000 a year
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20h
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
New Forests —Remote
Excellent writing, editing, and verbal communication skills with ability to communicate complex information through presentations, briefing notes, investment…
$150,000 - $190,000 a year
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5d
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