1794
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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HighTower Advisors —Santa Fe, NM
Ability to obtain a securities representative license (Series 65) in first year of employment. Founded in 2008, Hightower is a wealth management firm that…
Estimated: $72.6K - $92K a year
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HighTower Advisors —Folsom, CA
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation,…
$50,000 - $70,000 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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6d
Skyline Advisors —Bellingham, WA
Series 65 license required within first 6 months of employment. Answering phone calls and being available during peak hours. High touch service and operations.
$60,000 - $85,000 a year
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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.
Estimated: $49.5K - $62.7K a year
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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.
$150,000 - $450,000 a year
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4d
Lead Advisor, LLC —Westport, CT
Licensed or willingness to get licensed - Series 7 and 66 and LAH insurance license. Work with the investment, planning and operations teams to learn and…
$70,000 - $110,000 a year
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1h
Cedar Wealth Management —Remote
Participate in the data gathering process, meetings and/or conference calls with clients. Custodian interface: complete new account applications and various…
Estimated: $54.8K - $69.4K a year
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1d
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
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
Macquarie Group Limited —New York, NY
You will be a critical member of the team supporting business plan development and overall due diligence workstreams including overseeing advisors and driving…
$155,000 - $175,000 a year
1h
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
3h
Equitable Advisors —Troy, MI
To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state…
$23,875 - $88,971 a year
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5d
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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Piper Sandler —New York, NY
Our mission is to recruit, develop, retain and engage a diverse, high-performing team. Previous experience or training in financial modeling and/or data…
$100,000 - $125,000 a year
5d
Fidelity Investments —Madison, WI
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. The Purpose of Your Role.
Estimated: $53K - $67.1K 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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22h
North Star Resource group —Milwaukee, WI
In addition to a mentor who is an industry expert in their niche market, you will have access to training courses that are designed to educate you on the…
$60,000 - $100,000 a year
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