1758
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: $40K - $50.7K a year
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B. Riley Financial —Poughkeepsie, NY
Receive incoming calls, handling requests, and directing communication to appropriate parties. The successful candidate will demonstrate the ability to work…
$50,000 - $65,000 a year
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Bessemer Trust Company —Seattle, WA
Will be trained and expected to become proficient in asset allocation modeling, investment portfolio analysis, fixed income portfolio analysis, tax transition…
$90,000 - $140,000 a year
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: $57K - $72.2K a year
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10d
Weiss, Hale & Zahansky Strategic Wealth Advisors —Tolland, CT
Prior certification or willingness to enroll in CFP® certification program. As a member of the WHZ Advisory team, this advisory role is responsible for driving…
$100,000 - $150,000 a year
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4d
Ryan Specialty —Hunt Valley, MD
Makes accurate state filings where applicable and ensures accurate tax payment in accordance with the state laws.
Estimated: $64.1K - $81.1K a year
Gottshall Capital Partners —Manitowoc, WI
Handle all incoming calls and greet all incoming clients/prospects. Cultivates ideas to develop or help improve office systems and protocol.
$35,000 - $40,000 a year
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Edwards Asset Management —Naples, FL
Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.
$70,000 - $105,000 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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Octopus Energy Group —New York, NY
Commercial mindset, able to understand and communicate the impact of commercial positions on potential investments and the potential to own increasing degrees…
$150,000 - $200,000 a year
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9d
Elmington —Nashville, TN
The Associate will primarily focus on underwriting, financial analysis, due diligence, investor relations, research, debt/equity, and the overall management of…
$90,000 - $110,000 a year
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Busey Bank —Decatur, IL
This role interacts with clients by fielding phone calls and electronic communications from clients. Directly manage and coach associates in accordance with…
Estimated: $54.9K - $69.5K a year
Arlen Corporation —Warwick, RI
At times, managing the front desk, including answering and directing phone calls, and greeting clients. Duties include gathering/organizing reports for our…
$50,000 - $58,545 a year
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2d
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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11d
Bank of America —New York, NY
Assists clients with raising funds in the capital markets, as well as providing strategic advisory services for mergers, acquisitions, and other types of…
$175,000 - $225,000 a year
3d
Macquarie Group Limited —Houston, TX
In our Risk Management Group, you will be part of an independent, and centralised function, responsible for independent and objective review and challenge,…
Estimated: $79.1K - $100K a year
22h
AMG NATIONAL TRUST —Denver, CO
Regularly attend and participate in conference calls and staff meetings. Demonstrated social presence and social awareness. Microsoft Excel: 3 years (Required).
$70,000 - $100,000 a year
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Decades, LLC —Albuquerque, NM
You will be working with the clinical and financial teams to make decisions and you will be communicating with clients, family members, service providers and…
$50,000 - $65,000 a year
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2d
GemHarvest —Spring, TX
Coordinate with Client Service, Trading, Compliance, and Investment teams to implement process, system, and product changes.
$70,000 - $75,000 a year
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11d
Equity Trust —Westlake, OH
Handles incoming and outgoing client correspondence in a timely and efficient manner. Indexes information into company systems based on set parameters for the…
Estimated: $28.3K - $35.8K a year
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2d
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