1685
investment associate jobs
The Insurance Center —Onalaska, 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: $41.2K - $52.2K 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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Tailored Management —Indianapolis, IN
Financial analysis: 3 years (Required). This role will be expect to process account transactions and reconciliations, generate reports, and act as liaison for…
$35 an hour
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5d
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
Ameriprise Financial - Edina Office —Edina, MN
Follow up on client calls and requests. Perform in-depth analysis of client financial situations and create tailored financial plans.
$85,000 - $150,000 a year
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Sentinel Group —Wakefield, MA
The Purpose of Your Role: This is an entry level positon to develop into a full time financial planning role. Knowledge of Excel, Powerpoint, eMoney, Salesforce…
Estimated: $56.7K - $71.7K a year
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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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14h
Equitable Advisors —Springfield, 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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4d
Santander US —New York, NY
Performing detailed valuation analysis, including discounted cash flow, trading comparables, transaction comparables and LBO analysis.
$202,500 - $250,000 a year
1d
CEDENT —San Francisco, CA
Preparation of comprehensive financial models and valuation analyses including discounted cash flow, comparable company, precedent M&A transactions, LBO and…
Estimated: $131K - $165K a year
2h
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: $49.2K - $62.3K a year
Stockd Group —Delray Beach, FL
Build and present complex financial analysis and modeling (valuation analysis/modeling, projections, LBO, DCF, public comparables, historical M&A transactions,…
Estimated: $92K - $116K a year
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21h
Piper Sandler —New York, NY
Previous experience or training in financial modeling and/or data analysis. Our analysts work closely with senior bankers to make a real impact on our clients'…
$100,000 - $125,000 a year
5d
Northwestern Mutual —Middleton, WI
Health and Life licensed or obtain licensing within 60 days of employment. Commitment to professional development (e.g. licensing, registration, designations).
$45,000 - $55,000 a year
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Quantis Wealth Management —McLean, VA
This unique position offers a pathway for a skilled tax accountant to grow into the field of wealth management and financial advising, providing comprehensive…
$75,000 - $120,000 a year
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Batteries Plus - M & L Investment, LLC —Anchorage, AK
Knowledge of and ability to use common hand and power tools for auto battery installs. You'll be constantly buzzing around the store, from cash register sales…
$17 an hour
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14d
Prudential —Lincoln, NE
Continual learning and development in the field of financial planning. Study towards obtaining required FINRA and resident state licenses during the Pre…
$50,000 - $75,000 a year
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Crosstree Capital Partners —Tampa, FL
Licenses and Certifications: SIE & 79 license or, if requested, the ability to obtain within 6 weeks of request. Strong quantitative and analytical skills.
Estimated: $114K - $144K 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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Holland Partner Group —Vancouver, WA
Education: Bachelor’s Degree in Business, Accounting, Finance or related field required. We offer Paid Time Off (PTO) and state mandated Paid Sick Leave, paid…
$85,000 - $100,000 a year
14d
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