investment associate jobs

Edwards Asset Management —Naples, FL

Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.

Hudson Advisors —Dallas, TX3.5

Prepare financial analyses (such as cash flow models, valuations, risk return analysis, and hold/sell scenarios) to evaluate property-related investment…

Hudson Valley Credit Union —Chester, NY3.3

NYS Notary Public license achieved within 12 months of obtaining position required. Support Contact Center with inbound member calls as necessary.

Savant Wealth Management —Satellite Beach, FL3

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…

Fidelity Investments —Madison, WI4

And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

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…

Aurumys —Indianapolis, IN

Our Sales Agents must hold an active Indiana real estate license, or you should be willing to take the necessary steps to obtain one.

JPMorgan Chase & Co —New York, NY3.9

You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of…

West Invest —Bellingham, WA4

This is not an entry level position; the ideal candidate does have experience in the industry with the goal of advancing to become a Financial Advisor.

CardWorks Servicing —Orlando, FL3.2

Place outbound calls to account holders to confirm unusual or suspicious account activity. Performs in-depth analysis to identify emerging fraud trends and…

Prudential —Lincoln, NE3.8

Continual learning and development in the field of financial planning. Study towards obtaining required FINRA and resident state licenses during the Pre…

Boutique Recruiting —Vancouver, WA4.7

Provide excellent client service by handling client phone calls and emails. This role primarily supports two wealth advisors by facilitating client fund…

Legacy Capital Group —Los Gatos, CA

Organize and analyze the information provided, using eMoney and/or Excel and other tools to develop and implement customized financial plans for clients,…

JPMorgan Chase & Co —Boston, MA3.9

You will deal with all stages of the lifecycle for each product, from broker matching to management of the client’s custodial network, lifecycle events,…

MidWestOne Bank —Iowa City, IA3.5

Performs daily tasks including scheduling meetings, phone calls, and other duties as assigned. Field account service questions, within licensing status, from…

BEB Capital —Port Washington, NY

Bachelor’s degree in finance, real estate, business, or a related field is required. : Help manage prospective investor pipeline, identify opportunities for new…

Ameriprise Financial —Minneapolis, MN3.8

Perform case analysis and develop recommendations. Already have or be able to study for and pass exams for federal and state licenses and registrations for…

JPMorgan Chase & Co —Fort Worth, TX3.9

Adhere to internal and external policies and procedures regarding securities transactions and code of conduct. Morgan’s U.S. Private Bank.

Bain Capital —Boston, MA4

Bain Capital professionals are exposed to a broad set of situations and companies, and systematically develop skills as a value-added investor - not just a…