1853
investment associate jobs
Edward Jones —McCall, ID
Complete required CE training to ensure license(s) are in good standing. Continually develop yourself to grow personally and professionally.
$23.21 - $27.13 an hour
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
Quick Apply
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
Quick Apply
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
Quick Apply
6d
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
Quick Apply
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: $70K - $88.6K a year
Quick Apply
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…
From $111,000 a year
Quick Apply
Bank of America —Towson, MD
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $63K - $79.8K a year
Zebulon Capital Ventures —Remote
If you do not have experience in this field and are not already working with a group of investors with your own investor base, we advise against applying for…
$150,000 - $450,000 a year
Quick Apply
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
Quick Apply
5d
Raymond James Financial, Inc. —Destin, FL
With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
Estimated: $39.2K - $49.6K a year
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
Quick Apply
10d
Family, Wealth and Legacy, LLC —Remote
Collaborate with advisors and clients to design, implement, and monitor financial plans. Prepare paperwork for client transactions, including, but not limited…
$40,000 - $55,000 a year
Quick Apply
20h
Northwestern Mutual —Traverse City, MI
The Associate Wealth Management Advisor acts on behalf of the employing wealth management advisor to develop and prepare needs-based analysis or financial plans…
$60,000 - $75,000 a year
Quick Apply
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
Quick Apply
16h
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
Quick Apply
14d
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
Quick Apply
4d
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
Quick Apply
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
Quick Apply
tastytrade —Chicago, IL
You will report to and work closely with the Director of Marketing Compliance on all matters related to marketing partnership for the firm such as, but not…
Estimated: $76.8K - $97.3K a year
Quick Apply
10d
I want to receive the latest job alert for investment associate
By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.