1809
Investment Associate jobs
Gottshall Capital Partners —Manitowoc, WI
Handle all incoming calls and greet all incoming clients/prospects. It’s a rewarding foundation where unique individuals are given the tools to excel through…
$35,000 - $40,000 a year
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3d
The Insurance Center —Stevens Point, WI
Engage with consultants and clients to answer questions and deliver data in a manner that is understandable. Engage with various analytics platforms to extract,…
Estimated: $38.4K - $48.6K a year
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Mid American Wealth Advisory Group —Kansas City, MO
Receive incoming prospect and client calls in a friendly, warm manner. Perform case analysis and develop recommendations. Portfolio analysis and monitoring.
$60,000 - $70,000 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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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
Burns & Wilcox —San Francisco, CA
Bind risk, post the invoice and process technical data. Manage relationships with retail agents and follow up on any outstanding information needed to complete…
$70,000 - $82,000 a year
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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7d
AMG NATIONAL TRUST —Chicago, IL
Prepare federal and state estimated income tax vouchers. Send follow up letters to clients and respond to client calls, when appropriate.
$70,000 - $100,000 a year
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Macquarie Group Limited —New York, NY
You will be a critical member of the team supporting business plan development and overall due diligence workstreams including overseeing advisors and driving…
$155,000 - $175,000 a year
2d
JPMorgan Chase & Co —New York, NY
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of…
$175,000 - $225,000 a year
1d
Regal Holdings, LLC —Kentwood, MI
A Series 6, 7, 65 or 66 license is preferred but not required. However, if no licensing is currently held there will be a requirement to sit for the SIE test…
$40,000 - $50,000 a year
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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…
Estimated: $113K - $143K a year
iProspect —New York, NY
Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and/or certain state or local…
$39,000 - $62,962 a year
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2d
TPM Placement —Plymouth, MA
Proofreading (or quality assurance) skills to ensure that own work is in accordance with advisor or broker/dealer (Commonwealth Financial Network) criteria.
$60,000 - $70,000 a year
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CNA Insurance —San Francisco, CA
Keeps current on line of business strategy, state/territory issues, regulations and trends. Assist in marketing products and services through external partners…
$44,000 - $74,000 a year
Arrowroot Capital —Miami, FL
This individual will also play a lead role in all parts of the transaction process, including sourcing, negotiating & structuring, completing industry research,…
Estimated: $68.6K - $86.9K a year
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3d
Clark Guilliam Bertsch Wealth Management, Independent Wealth Management Practice —Akron, OH
Assist Financial Advisor(s) with providing service to clients via telephone, direct interaction and/or written correspondence. Series 7, 63, 65, or 66 licenses.
Estimated: $49.8K - $63.1K a year
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Cedar Wealth Management —Remote
Participate in the data gathering process, meetings and/or conference calls with clients. Custodian interface: complete new account applications and various…
Estimated: $54.8K - $69.4K a year
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3d
Ameriprise Financial —Richmond, VA
Already have federal and state licenses and registrations for securities: Series 7; Series 66; and state life, accident, and health insurance licenses or…
$50,000 - $75,000 a year
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Level Wealth Management —North Carolina
A professional demeanor and advanced communication skills, including strong phone and email etiquette. Support the onboarding of new clients, including setting…
$48,000 - $60,000 a year
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1d
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