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Compensation: $70-90k plus bonuses & benefits
Our client is a premier retirement management practice that goes beyond just managing investments. Through comprehensive planning, they serve as guides for their clients as they begin to unwind their hard-earned retirement savings. This firm is a top-tier practice, managing over a billion in assets. The level of care and the services they provide leave their clients feeling secure and ready for the future. Their core values are integrity, accountability, and courage.
They are seeking to add an Investment Associate to their inclusive and fun working environment with room for growth and advancement. They place a high value on team culture and take pride in the special environment they have created together.
They offer a competitive benefits package, work from home flexibility and amazing team events and outings.
Responsibilities
Qualifications
Compensation: $70-90k plus bonuses & benefits
Full Time
$95k-124k (estimate)
06/08/2024
07/06/2024
clairemyersconsulting.com
Sonoma, CA
<25
The job skills required for Investment Associate include Planning, Integrity, Financial Planning, Initiative, Presentation, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment Associate positions, which can be used as a reference in future career path planning. As an Investment Associate, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Associate. You can explore the career advancement for an Investment Associate below and select your interested title to get hiring information.