1810
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: $39.7K - $50.2K a year
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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…
$55,000 - $65,000 a year
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Prudential —Perryville, MO
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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Edward Jones —Elko, NV
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…
$25.90 - $30.27 an hour
5d
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_.
Estimated: $53.4K - $67.7K a year
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6d
Second 50 Financial, LLC —Manhattan Beach, CA
Will be cross trained to answer phones and help clients with account administration questions. Development of investment analysis and proposals for prospects.
$80,000 - $100,000 a year
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7d
TYWL Wealth Management —Rosemead, CA
Responsibilities include general office support, handling incoming phone calls, facilitating operational duties, and organizing client information.
$22 - $25 an hour
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6d
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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Syverson Strege —West Des Moines, IA
Proficient in the use of Microsoft Office suite of products; ability to learn in-house programs and tools. Educates clients in financial planning and investment…
$66,000 - $100,000 a year
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10d
Aksala Wealth Advisors —Lakewood Ranch, FL
Activities include: Portfolio comparisons, cost basis, tax impacts, allocation variations, social security, retirement plan options, tax -mitigation scenarios,…
$110,000 - $360,000 a year
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Qcells —Remote
EnFin seeks a senior risk associate with prior experience in credit risk analytics and compliance to work on risk initiatives for the EnFin consumer lending…
Estimated: $127K - $161K a year
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2h
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
Fidelity Investments —Topeka, KS
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Estimated: $53.1K - $67.3K a year
McAdam Financial —Remote
Attend implementation and closing meetings with the Vice President. The ideal candidate for this position will be organized, adaptable, energetic, and possess…
$60,000 a year
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Wise Financial - Northwestern Mutual Private Client Group —Indianapolis, IN
Develop the financial plan and work with clients to full implementation. Maintain relative continuing education (CE) for all active licenses and designations.
$60,000 - $80,000 a year
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21h
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…
$150,000 - $162,000 a year
Compak Asset Management —Newport Beach, CA
Maintains a social presence in the community by volunteering and/or joining a charitable organization. Keeps team on track with firm’s strategic initiatives.
$70,000 - $85,000 a year
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5d
TPM Placement —Hanover, PA
Service existing clients - not required to build your own book of business. Provide investment, risk, annuity and insurance advice and education.
$75,000 - $80,000 a year
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2d
Kasch, Levitch, McAleer & Assoc —Glen Allen, VA
Help support financial plan construction and create allocations for client portfolios in various software tools. Financial concepts: 1 year (Preferred).
$50,000 - $80,000 a year
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Halbert Hargrove —Long Beach, CA
Maintains a social presence in the community by volunteering and/or joining a charitable organization. Professional development budget for continuing education…
$75,000 - $100,000 a year
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