20 Best investment associate jobs (Hiring Now!)

Associate Advisor - Wyomissing, PA
Savant Wealth Management —Wyomissing, PA
Must obtain a Series 65 license within three (3) months of starting the program. Bachelors Degree from an accredited college or university in the areas of…
Estimated: $59.4K - $75.3K a year
Associate Stop Loss Underwriter
The Insurance Center —Stevens Point, 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: $38.4K - $48.6K a year
Quick Apply
Financial Services Client Service Associate
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
Quick Apply
2d
Associate Underwriter - Eastern Alliance
ProAssurance —Madison, MS
5% - Exemplify the Eastern Way in communicating with agents and coworkers by responding promptly, courteously and professionally to requests for information and…
$22.70 an hour
1d
Associate Advisor (Series 65 or 66 Required)
Mid American Wealth Advisory Group —Kansas City, MO
Receive incoming prospect and client calls in a friendly, warm manner. Perform case analysis and develop recommendations. Portfolio analysis and monitoring.
$60,000 - $70,000 a year
Quick Apply
Financial Counselor Associate
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
Quick Apply
Associate Financial Advisor
G9 Financial —Millbury, MA
FINRA Series 7, Series 66, Life and Health licensing required with a commitment to obtaining further continuing education requirements to maintain licensing.
$55,000 - $65,000 a year
Quick Apply
Credit Analyst or Credit Associate -Japanese Bilingual -54948
Pasona N A, Inc. —Dallas, TX
Assist with amendments, dividend transactions, loan closings and funding, and other credit events that may impact the borrower.
$57,000 a year
Quick Apply
High Net Worth Service Associate - Greater Portland, OR Area
Fidelity Investments —Portland, OR
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Estimated: $55.4K - $70.2K a year
Investment Operations Associate
Schechter Wealth —Remote
Manage trade submissions, confirmations, and documentation. Assist in client onboarding, user creating, site navigation, and troubleshooting.
$50,000 - $65,000 a year
Quick Apply
Private Equity & Adjacencies | Associate
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
2d
Client Services Associate (Wealth Management)
Ascendo Resources —Aventura, FL
Series 65 preferred (not required) Candidate will have the opportunity to get the Series 65 license. Bachelor's degree in Finance, Business, or related field …
$75,000 - $85,000 a year
Quick Apply
1h
Associate
Arrowroot Capital —Miami, FL
This individual will also play a lead role in all parts of the transaction process, including sourcing, negotiating & structuring, completing industry research,…
Estimated: $68.6K - $86.9K a year
Quick Apply
2d
Associate
Credit Agricole Corporate and Investment Bank —New York, NY
The preparation of cash flow analysis and assisting in the drafting of indicative term sheets for e.g. senior secured/unsecured term loans, revolving/warehouse…
$130,000 - $150,000 a year
Quick Apply
Investment Associate 2024
TrueBridge Capital Partners —Chapel Hill, NC
The Associates or Analysts support all aspects of the investment process, including analysis of current and prospective fund and direct investments.
Estimated: $82.7K - $105K a year
Quick Apply
Client Service Associate
Level Wealth Management —North Carolina
A professional demeanor and advanced communication skills, including strong phone and email etiquette. Support the onboarding of new clients, including setting…
$48,000 - $60,000 a year
Quick Apply
1d
Investment Associate, Decarbonization
Playground Global —Palo Alto, CA
You have demonstrated industry experience and established connections in your field of expertise. As part of your role, you will be exposed to various facets of…
$150,000 - $200,000 a year
Client Services Associate
Sentinel Group —Wakefield, MA
The Purpose of Your Role: This is an entry level positon to develop into a full time financial planning role. Knowledge of Excel, Powerpoint, eMoney, Salesforce…
Estimated: $56.7K - $71.7K a year
Quick Apply
Client Service Associate
Clark Guilliam Bertsch Wealth Management, Independent Wealth Management Practice —Akron, OH
Assist Financial Advisor(s) with providing service to clients via telephone, direct interaction and/or written correspondence. Series 7, 63, 65, or 66 licenses.
Estimated: $49.8K - $63.1K a year
Quick Apply
Associate, National Video Investment
iProspect —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…
$39,000 - $62,962 a year
Quick Apply
1d

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Associate Advisor - Wyomissing, PA

Savant Wealth Management - Wyomissing, PA

Apply Now

Job Details

Full-time Estimated: $59.4K - $75.3K a year

Benefits

Dental insurance
401(k)
Vision insurance
Opportunities for advancement

Qualifications

Microsoft Powerpoint
Financial planning
Microsoft Excel
Microsoft Outlook
CFP
Trading
Bachelor's degree
Portfolio management
Series 65
Associate's degree
Communication skills

Full Job Description

The Associate Advisor is an entry-level advisory position focused on mastering client service and the implementation of the Savant wealth management process. The Associate Advisor is pursuing a CFP designation and gaining financial planning knowledge and skills in the role. This individual works closely with their advisory team members to provide day to day support to clients and prospects, assist in the preparation and presentation of financial plans, and prepare and manage the follow-up of client meetings. In addition, Associate Advisors complete the Savant Advisor Training Program (SATP), a development program designed for high-potential individuals who are interested in learning the skills and knowledge required to become a Financial Advisor. This is a rotational program, offering candidates exposure to various job functions critical to success as a Financial Advisor. Program duration will be tailored based upon the baseline knowledge, skills and experience of the incumbent.

The Associate Advisor role is typically responsible for the following:

Master The Savant Way best practices related to our client experience and Ideal Futures Process.
Helps support the Lead or Co-Advisor during the client onboarding process
Captures, organizes and audits client data and net worth statement (Ideal Futures Profile) to support Advisors and the Wealth Strategy team in providing comprehensive and proactive advice
Supports Lead Advisor and Co-Advisor with financial planning software and data input.
Participates in client meetings to support advisors with meeting preparation, notes and task follow-up
Coordinates workflow and case work with tax, wealth transfer and planning specialists on behalf of the Lead or Co-Advisor
Complete advisory self-perform planning projects and simple planning cases independently
Support Wealth Strategy Team on completion of more complex cases on clients they are assigned and/or other work assigned to them on other clients.
Researches planning and tax matters on behalf of the Lead and Co-Advisors
Gradually increases speaking roles in client meetings on specific financial plan and investment topics as experience increases
Builds relationship with Advisors and clients to position themselves to eventually assume a Co-Advisor role when they are promoted to an Advisor I
Maintains and updates clients Ideal Futures Profile to support Advisors and the Wealth Strategy Team
Completes the Advisor Training Program, including tax, planning and wealth transfer team support
Build strong technical knowledge of portfolio management, rebalancing, trading, and creating and interpreting various client reports.
Demonstrate intellectual curiosity, actively building knowledge of financial markets and the Savant investment philosophy. Begin to address client questions regarding their investment portfolio and/or performance.

A couple of special notes about our Associate Advisor:

Associate Advisors are required earn their CFP designation within three (3) years to progress to an Advisor I.
Must obtain a Series 65 license within three (3) months of starting the program.
This position is an in-person position based out of our Wyomissing, PA office.
This is a full-time position, with a minimum expected hour amount of 40 hours per week, you can expect 4-5 days of in-person work weekly.

The Associate Advisor role typically requires the following qualifications:

Bachelors Degree from an accredited college or university in the areas of finance, accounting, economics and/or related field - those with a major in Finance / CFP Track - highly considered.
New college graduates to several years of experience in a professional work environment, preferably in accounting or financial services
Pursuing or committed to obtaining the Certified Financial Planner® (CFP) designation. Strong preference will be given to candidates who have completed all necessary CFP coursework.
Obtain Series 65 designation within three months of hire.
You are proficient in Outlook, Word, Excel, and PowerPoint, as well as CRM software.
You will be process oriented, organized, detail-oriented, and able to multitask.
You always maintain a client first attitude.
You will exude excellent verbal and written communication skills to build strong interpersonal relationships at all levels of the organization.
You are a team player, you enjoy collaboration and helping others, but you can also work independently on project work.

Why Join Us?

We are a growing firm, with opportunities for future growth and advancement in your role.
We offer health, vision, dental, and 401K benefit options for you and your family.
We believe in collaboration, innovation, excellence doing what’s right, and helping our team to provide a world class service
Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.

Let us help you on your path to your ideal career - apply today!

Collective Wisdom. We're Better Together.

At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.

If you want to be part of a culture that is defined through strong values - Savant is right for you.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.

Any combination of equivalent education and work experience will be considered.

Savant Capital, LLC is an Equal Opportunity Employer

Apply Now

investment associate jobs

Associate Advisor - Wyomissing, PA

Associate Stop Loss Underwriter

Financial Services Client Service Associate

Associate Underwriter - Eastern Alliance

Associate Advisor (Series 65 or 66 Required)

Financial Counselor Associate

Associate Financial Advisor

Credit Analyst or Credit Associate -Japanese Bilingual -54948

High Net Worth Service Associate - Greater Portland, OR Area

Investment Operations Associate

Private Equity & Adjacencies | Associate

Client Services Associate (Wealth Management)

Associate

Associate

Investment Associate 2024

Client Service Associate

Investment Associate, Decarbonization

Client Services Associate

Client Service Associate

Associate, National Video Investment

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