1677
Investment Associate jobs
GrayRobinson, P.A. —Lakeland, FL
Working with clients to develop and execute plans that protect and preserve assets. A Tax LLM and experience with income tax issues is required.
Estimated: $118K - $149K a year
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
Securian Financial Group —Lakeville, MN
Build and maintain Business Continuity strategies to reduce risk and close gaps identified through risk assessment, business impact analysis, and exercising.
$56,000 - $103,000 a year
16h
West Invest —Bellingham, WA
This is not an entry level position; the ideal candidate does have experience in the industry with the goal of advancing to become a Financial Advisor.
$25 - $40 an hour
Quick Apply
3d
Boutique Recruiting —Vancouver, WA
Provide excellent client service by handling client phone calls and emails. This role primarily supports two wealth advisors by facilitating client fund…
$25 - $32 an hour
Ascendo Resources —Miami, FL
Process account transactions, including trades, deposits, withdrawals, and transfers accurately and in a timely manner.
Quick Apply
5d
dentsu —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…
$51,000 - $83,375 a year
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4h
Watermark Capital Management —Fort Lauderdale, FL
Excellent mathematical skills with the ability to analyze complex financial data. Exceptional communication skills to effectively convey complex financial…
$41,600 - $120,000 a year
Quick Apply
6h
Maestro Property Buyers —Houston, TX
A valid real estate agent license. Collaborating with our team to develop and execute effective acquisition strategies based on market trends and company goals.
$75,000 - $250,000 a year
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Paradigm Wealth Management —Bridgewater, NJ
Paradigm Wealth Management is a full service, independent financial planning and investment management firm in Doylestown, PA with Headquarters in Bridgewater,…
$52,000 - $62,000 a year
Quick Apply
7h
IntraWorks Asset Management —Dallas, TX
Bachelor’s degree in Finance, Economics, Business Administration, or related field; advanced degree (e.g., MBA, CFA) is a plus.
$50,000 - $85,000 a year
Quick Apply
11d
Strategic Financial Associates, LLC —Bethesda, MD
Identify and own the client onboarding process. Client interaction, including virtual meetings, in-person meetings, and telephone contact. Series 7, 65 and 66.
From $85,000 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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Berkshire Residential Investments —Boston, MA
Knowledge of key financial concepts and metrics as they relate to the multifamily real estate industry, including capitalization rates, internal rates of return…
Estimated: $102K - $129K a year
Quick Apply
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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Essen Healthcare —Bronx, NY
Bachelor’s degree in Statistics, Math or related field is required. Identify medical opportunities and provide programming/analysis/reporting for cohorts of…
$120,000 - $150,000 a year
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Oppenheimer & Co. Inc. —New York, NY
Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company…
$150,000 - $200,000 a year
Quick Apply
1d
TPM Placement —Omaha, NE
Perform complex analysis of planning strategies, risks, and opportunities in the areas of retirement planning, tax planning, estate planning, cash flow planning…
$100,000 - $115,000 a year
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Ameriprise Financial —Minneapolis, MN
Perform case analysis and develop recommendations. Already have or be able to study for and pass exams for federal and state licenses and registrations for…
$65,000 - $110,000 a year
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Premier Wealth Advisors —San Diego, CA
The ideal candidate will have a proven track record in the financial services industry, preferably possess a Certified Financial Planner (CFP) license, and…
$60,000 - $95,000 a year
Quick Apply
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