1718
Investment Associate jobs
Savant Wealth Management —Hanover, 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: $54.5K - $69K a year
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: $37K - $46.9K a year
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Edward Jones —Mount Vernon, WA
Research portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to Financial Advisor and…
$28.34 - $33.13 an hour
GrayRobinson, P.A. —Lakeland, FL
Working with clients to develop and execute plans that protect and preserve assets. A Tax LLM and experience with income tax issues is required.
Estimated: $109K - $138K a year
Bank of America —Yardley, PA
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $61.9K - $78.4K a year
1st Opulence Financial —Burlington, WI
Handle routine matters for client accounts to include processing name and address changes, account applications, and bank authorizations, answering client…
Up to $45,000 a year
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12d
Strategic Financial Associates LLC —Bethesda, MD
You will work in our Investment Operations department with experienced professionals, working daily with clients and prospective clients.
$55,000 - $85,000 a year
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Boutique Recruiting —Vancouver, WA
Provide excellent client service by handling client phone calls and emails. This role primarily supports two wealth advisors by facilitating client fund…
$25 - $32 an hour
12d
Chandler Asset Management —California
Execute data entry tasks with precision for portfolio accounting purposes, guaranteeing that all financial information is accurately captured and reflected in…
$45,000 - $65,000 a year
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3h
The Meet Group —New Hope, PA
Compiling & processing cash rewards redeemed by video content creators. Reviewing user-generated content including photo uploads, text, and video.
$22 an hour
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3d
Flourish Ventures —Washington, DC
Evaluate market trends and help to develop new investment themes; Support the design and execution of innovative ecosystem initiatives, including efforts to…
$123,000 - $167,000 a year
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The Sobrato Organization —Mountain View, CA
Deep knowledge of Excel and the ability to develop and manipulate complex financial models. Sourcing new opportunities for potential portfolio fit, maintaining…
$180,000 - $200,000 a year
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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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Ryan Specialty —Jupiter, FL
Demonstrates a commitment to ongoing professional development by diligently completing assigned educational courses, professional designations, and licensing…
Estimated: $65.3K - $82.7K a year
Gaven Auto Group —Kenvil, NJ
Basic math skills for cash handling and inventory management. Financial analysis: Ability to analyze financial data and provide insights.
$6,000 - $30,000 a month
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Piper Sandler —Denver, CO
Collaborate with Quantitative Team members to prioritize deadlines, grow knowledge of real estate markets, and develop technical skills.
$100,000 a year
7h
Cedar Pine, LLC —Northbrook, IL
Lead and support financial modeling exercises, including but not limited to discounted cash flows, comparable company analysis, precedent transaction analysis,…
Estimated: $102K - $129K a year
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4d
Condor Capital Wealth Management —Martinsville, NJ
Assist with answering the phones and responding to emails. Strong knowledge of Microsoft Office and related business productivity tools.
$55,000 - $65,000 a year
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3d
Mesirow Financial Administrative Corp —Chicago, IL
Bachelor’s degree in finance, economics, mathematics, statistics or related field. Minimum of two years financial services or investment research experience.
Estimated: $69.3K - $87.7K a year
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9h
Digital Currency Group —Stamford, CT
Bachelor's degree (finance, business, engineering or related field), advanced degree preferred. New water-front office with world-class perks and amenities.
Estimated: $108K - $137K a year
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