Investment Associate
$55k - $90kRBC
Job Description Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning. At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you. What will you do? Gather client suitability information, open new accounts, and assist with asset gathering. Facilitate the transfer of funds and securities and the issuance of checks, wire transfers and ACH disbursements when requested. Process investment advisory agreements and monitor account surveillance on the AdvisoryLink platform. Identify business development opportunities with the goal of increasing revenue, enhancing client relationships and streamlining day-to-day processes. Provide a high level of service to clients by anticipating needs and completing requests efficiently. At the FA’s request, research and communicate investment strategies and recommendations to clients. Research complex problems in clients’ accounts with assistance from business partners and deliver an effective and acceptable resolution. What do you need to succeed? Must-have 3+ years of Registered Client Associate experience or related industry experience Series 7 and 66 (or 63/65) Advanced understanding of the stock market, investments and retirement plans and working knowledge of fixed income products, equities, mutual funds, insurance, annuities and applicable compliance rules and regulations Computer proficiency Strong customer service skills with the ability to continually maintain and build relationships, being detail-oriented, possessing outstanding written and verbal communication and problem solving skills, and ability to navigate multiple demands in a fast-paced, deadline-oriented environment Nice-to-have Salesforce experience Knowledge of Money Guide Pro planning software What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Flexible work/life balance options Opportunities to do challenging work Opportunities to take on progressively greater accountabilities Access to a variety of job opportunities across business The expected salary range for this particular position is $55,000-$90,000, depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. #J-18808-Ljbffr
$112.24k - $185.05k
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...401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Pet Insurance: For all your...SuggestedFull timeTemporary workPart timeWork at officeLocal areaMonday to FridayFlexible hours- Job DescriptionResponsibilities include but are not limited to:Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all new business referrals from Senior Management, the branch...Suggested
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...At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been... ...'s not just reserved for our clients--that includes all our associates as well. The Relationship Banker is responsible for driving branch...Full timePart time$64.5k - $103.68k
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$50k
Internal Wholesaler and Investment Adviser Representative (for an independent SEC Registered Investment Adviser (RIA)) Anticipated Start Date: July 2026 (exact date TBD) Summary Description The Internal Wholesaler and Investment Adviser Representative will work on a salary...Full timeWork at officeRemote workTrial period- CompensationMount Sinai South Nassau provides a salary range in good faith determination of potential compensation to comply with the New York State law on Salary Transparency in Job Advertisements. Actual salaries depend on a variety of factors, including experience, education...Full time
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$31.88 - $42.5 per hour
...knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors...$38 - $42 per hour
NextPath Workforce Solutions is currently seeking a Investment Portfolio Associate to join our client’s team in Locust Valley, NY . This is an Onsite, Contract position. Salary: $38-$42 per hour (depending on experience) Unfortunately, at this time our client is unable...Hourly payContract workVisa sponsorship$28.85 - $33.65 per hour
...making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift$116k - $229.1k
...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte... ...and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive...Local area- Private Client Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Afternoon shift
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