140 Jobs in United States
S.E.E.D. Planning Group is Hiring an Investment Associate Near Syracuse, NY
On a day-to-day basis, the Investment Team members, including Investment Associates and Investment Analysts are responsible for the following:
- Processing money movement requests, transferring client funds between investment accounts and to outside financial institutions.
- Processing trades of equity and fixed-income securities, and rebalancing client portfolios to ensure consistency with the assigned objectives and risk tolerance.
- Ongoing analysis of mutual funds and ETFs, to ensure delivery of high-quality investment vehicles to our clients.
- Provide analysis and reporting to the Financial Planning and Tax Teams.
- Prepare analysis and reporting for our individual and institutional clients.
- Communicating with clients regarding investment-related matters.
- Serving as a primary point of contact in managing relationships with investment-only (non-financial planning) clients.
- Contributing to the equity research process through the analysis of companies as directed by senior management.
- Assisting with the Your Values and Fixed-Income investment programs as assigned.
- Assist in maintaining and updating the internal Investment Team web page.
We are a Personal Empowerment Company masquerading as a Financial Services Firm. We are focused on improving client financial health by redesigning how financial planning, investment management, and tax advice are delivered, while at the same time creating an environment where (we expect) team members to grow personally and professionally every day. At S.E.E.D., there are no limits. If you want to build something great and be exceptional, we want to help you get there.
Fee-Only Financial Planning | Investment Fiduciary | No Commissions We are a Personal Empowerment Company masquerading as a Financial Services Firm. We are focused on improving client financial health by redesigning how financial planning, investment management, and tax advice are delivered, while at the same time creating an environment where (we expect) team members to grow personally and professionally every day. At S.E.E.D., there are no limits. If you want to build something great and be exceptional, we want to help you get there.
Job Summary
Full Time
$85k-120k (estimate)
05/19/2024
07/17/2024
seedpg.com
Binghamton, NY
<25
Related Companies
The job skills required for Investment Associate include Financial Services, Financial Planning, Investment Management, 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.
Similar Jobs
Popular Articles
