1815
Investment Associate jobs
Jay M. Johnson, LLC —San Antonio, TX
Bachelor’s degree in Accounting or a related field; CPA certification preferred. Minimum of 3 years of experience in public accounting or a related field.
$75,000 - $90,000 a year
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The Insurance Center —Wausau, 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
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MedPro Group —Fort Wayne, IN
Provide data entry, initial analysis and account set up transactions. Provide support for MedPro Group distribution partners via phone calls, emails and faxed…
Estimated: $46.9K - $59.4K a year
Edwards Asset Management —Naples, FL
Assist in the implementation of client investment strategies. Our offices, with stunning views over Pelican Bay, the Artis-Naples, to the Gulf, are some of the…
$70,000 - $105,000 a year
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Strategic Financial Associates LLC —Bethesda, MD
This opportunity will allow you to develop and gain access to outstanding market growth opportunities while adding stability and capacity to the overall…
$55,000 - $85,000 a year
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Fiera Capital —Boston, MA
Work closely with the marketing team to prepare presentation materials for meetings and conference calls; The Business Development Associate will play a key…
Estimated: $75.1K - $95K a year
Northwestern Mutual - Mike McVicker —West Des Moines, IA
Responsibilities include working with clients through the account opening process, assisting with transfer of assets, trading on the advisory and brokerage…
$48,600 - $70,200 a year
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One Day In July LLC —Burlington, VT
You must have a Series 65 or equivalent license for this role. You will have 4 months to obtain a license. Part one of the commission program is available from…
$70,000 a year
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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9d
Wayne Mutual Insurance Company —Wooster, OH
This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
Estimated: $38K - $48.1K 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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Northwestern Mutual - West Los Angeles —Los Angeles, CA
O California Life & Health license (or must obtain within 45 days of employment). O Assist in monitoring asset/security level variance including fixed income…
$80,000 - $100,000 a year
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3Degrees —Portland, ME
You have identified and implemented process improvements for deal entry and cross-functional coordination. You are able to generate confirmation letters for new…
$89,000 - $100,000 a year
Provident Wealth Management —Burlington, NC
Bachelor’s or associate degree in finance or similar field *(Preferred)*. Case design and illustrations of financial products best suited for client.
$65,000 - $75,000 a year
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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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D.I. Management, LLC —Philadelphia, PA
Support the due diligence process for assets under contract, including coordinating with external suppliers such as brokers, engineers, and contractors to…
Estimated: $64.2K - $81.3K a year
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11d
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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Macquarie Group Limited —New York, NY
Paid volunteer leave and donation matching. You will coordinate and drive key components of business planning and deal execution.
$195,000 - $215,000 a year
1d
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: $105K - $133K a year
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Corporate One FCU —Columbus, OH
Education: Bachelor’s degree in Finance, Economics, Accounting, or a related field. Performs ad-hoc analysis, investment research, and strategy development at…
$31.73 - $35.09 an hour
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