1852
Investment Associate jobs
The Insurance Center —Wausau, 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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MedPro Group —Fort Wayne, IN
Provide data entry, initial analysis and account set up transactions. Provide support for MedPro Group distribution partners via phone calls, emails and faxed…
Estimated: $46.9K - $59.4K a year
Edwards Asset Management —Naples, FL
Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.
$70,000 - $105,000 a year
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HighTower Advisors —Orlando, FL
Communicate and collaborate with clients’ professional contacts, i.e. CPAs, attorneys, insurance agents, etc. You are a U.S. citizen, U.S. permanent resident or…
Estimated: $62.1K - $78.6K a year
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4d
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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Medical Air Services Association, Inc —Plantation, FL
Either a bachelor’s degree in a quantitative discipline like Mathematics, Statistics, or Economics), or 7+ years of insurance product or pricing analysis work…
Estimated: $99.4K - $126K a year
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Legacy Capital Group —Los Gatos, CA
Organize and analyze the information provided, using eMoney and/or Excel and other tools to develop and implement customized financial plans for clients,…
$4,500 - $5,800 a month
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9d
Hiregy —Saint Petersburg, FL
Process daily cash and client requests. Experience with financial securities movement and income processing. Primary responsibilities will be meeting the needs…
$65,000 - $75,000 a year
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1d
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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1d
JPMorgan Chase & Co —New York, NY
Assisting in the marketing of JPMorgan's credit transactions. As an Investment Grade Syndicate Associate within Global Credit, you will assist with the…
$135,000 - $200,000 a year
8d
Myers, The Home Buyers —Fort Worth, TX
Licensing: you must possess an active real estate license valid in your area of operation. As a Sales Agent, your role will revolve around proactively pursuing…
$65,000 - $128,000 a year
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6d
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: $68.5K - $86.8K a year
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12d
CardWorks Servicing —Orlando, FL
Place outbound calls to account holders to confirm unusual or suspicious account activity. Performs in-depth analysis to identify emerging fraud trends and…
Estimated: $30.3K - $38.3K a year
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Edward Jones —Sulphur, LA
Research portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to Financial Advisor and…
$23.21 - $27.13 an hour
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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Fortress Wealth Group —Winter Park, FL
Experience with analytics tools for investment analysis. Bachelor's degree (related field preferred). Maintain special project schedules by assisting in the…
Estimated: $53.6K - $67.9K a year
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Pointer Wealth —Dallas, TX
Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork.
From $65,000 a year
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12d
BRE Hotels & Resorts —New York, NY
Supporting underwriting efforts via ad-hoc analysis including but not limited to benchmarking, P&L deep dives, competitive positioning/fair share analysis,…
$150,000 - $160,000 a year
9d
Pasona N A, Inc. —Dallas, TX
Assist with amendments, dividend transactions, loan closings and funding, and other credit events that may impact the borrower.
$57,000 a year
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Ryan Specialty —Richmond, VA
The role processes submissions for insurance coverage by evaluating risks, communicates with insurance carriers, agents and brokers, reviews and submitted…
$62,000 - $81,375 a year
11d
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