investment associate jobs

Edwards Asset Management —Naples, FL

Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.

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).

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…

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.

AMG NATIONAL TRUST —Denver, CO

Regularly attend and participate in conference calls and staff meetings. Demonstrated social presence and social awareness. Microsoft Excel: 3 years (Required).

Hudson Advisors —Dallas, TX3.5

Prepare financial analyses (such as cash flow models, valuations, risk return analysis, and hold/sell scenarios) to evaluate property-related investment…

Prudential —Perryville, MO3.8

Continual learning and development in the field of financial planning. Study towards obtaining required FINRA and resident state licenses during the Pre…

Levin Johnston of Marcus and Millichap —Los Altos, CA

Real estate license (not required for initial interview). Advising clients on their individualized real estate investment strategies.

IQONIC Wealth Management —Little Rock, AR

Bonus potential dependent on licensing. AR State Life, Accident & Health licensed (within 1 month). With strategies catered to business owners, dentists,…

B. Riley Financial —Poughkeepsie, NY4

Receive incoming calls, handling requests, and directing communication to appropriate parties. The successful candidate will demonstrate the ability to work…

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_.

Edward Jones —Elko, NV3.7

Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…

TYWL Wealth Management —Rosemead, CA

Responsibilities include general office support, handling incoming phone calls, facilitating operational duties, and organizing client information.

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.

Investor Creator —Remote

A real estate agent license is NOT required. Help to develop and implement improvement strategies with the goal of maximizing revenue.

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…

Aksala Wealth Advisors —Lakewood Ranch, FL5

Activities include: Portfolio comparisons, cost basis, tax impacts, allocation variations, social security, retirement plan options, tax -mitigation scenarios,…

TrueBridge Capital Partners —Chapel Hill, NC5

The Associates or Analysts support all aspects of the investment process, including analysis of current and prospective fund and direct investments.

Family, Wealth and Legacy, LLC —Remote1

Collaborate with advisors and clients to design, implement, and monitor financial plans. Prepare paperwork for client transactions, including, but not limited…