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19 investment associate jobs at 14 companies in Phoenix, AZ

3w
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ASSOCIATE, PRIVATE INVESTMENT OPERATIONS
Scottsdale, Arizona, United States
OnsiteFull Time
Cresset
Cresset: Cresset provides personalized wealth management and family office services.
3+ YOEBachelor's degree and minimum 3 years experience supporting private investment operations; strong attention to detail, communication, and proficiency with Microsoft Word, Excel, and Outlook.
Microsoft Office Word, Microsoft Excel, Microsoft Outlook
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1mo
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Associate General Counsel III, LGL Investment Advisory Attorney
Arizona or Tempe or Missouri or St. Louis or United States
HybridFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
10+ YOEJuris Doctor and bar admission, licensed to practice law (Missouri or other state), 10+ years relevant legal experience (broker-dealer/RIA experience preferred), Form ADV knowledge, SEC/FINRA and alternative investments preferred, strong judgment and communication.
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1w
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Wealth Management Investment Spec Assistant
Tempe, Arizona, United States
$23-$30/hr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEAssociate degree and/or 5+ years relevant experience; advanced operational and banking knowledge, communication, customer service, data interpretation, problem-solving, and Microsoft Office proficiency.
Microsoft Office
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2d
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J.P. Morgan Wealth Management - Private Client Investment Associate- Scottsdale, AZ
Scottsdale, Arizona, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Active Series 7 required or obtainable within 60 days; Series 66 or 63/65 and Life and Health Insurance licenses required within 60 days. SIE required for registrations after October 1, 2018.
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2d
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J.P. Morgan Wealth Management - Private Client Investment Associate- San Tan Valley, AZ
San Tan Valley, Arizona, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Active Series 7 required or obtainable within 60 days; Series 66 or 63/65 and Life and Health Insurance licenses required within 60 days. SIE required for certain registrations.
Know Your Customer, digital technology
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1mo
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Associate General Counsel III, LGL Investment Advisory Attorney
Tempe or St. Louis
OnsiteFull Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
10+ YOEJuris Doctorate, law license, 10+ years of progressive relevant experience, and experience advising broker-dealers or registered investment advisors; SEC and FINRA experience preferred.
Form ADV, SEC, FINRA
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1mo
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Registered Associate II
Tempe, Arizona, United States
OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
3+ YOEClient servicing, account onboarding, trade execution; thorough knowledge of investment products; FINRA SIE, Series 7 and 63/65 or 66 required; college degree preferred; 3+ years client-facing financial services experience preferred; authorized to work in the U.S.
Microsoft Office, Wealthscape, Morningstar Analytics, Thomson ONE
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1w
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Private Equity Associate
Vancouver or Seattle or Los Angeles or Chicago or Phoenix
$85k/yr OnsiteFull Time
Onni Group
Onni Group: Develops, constructs, and manages residential and commercial real estate.
3+ YOERequires 3–6 years in private equity, investment banking, corporate development, transaction advisory, or comparable transaction work; live deal ownership, LBO modeling, diligence, accounting judgment, communication, and travel readiness.
Claude, Linear, Slack
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1d
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Wealth Management Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma or equivalent required. Client service experience, investment product knowledge, strong communication and computer skills, and proficiency with Microsoft Office and Salesforce preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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17h
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Wealth Management Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEHigh school diploma or equivalent and 1 year of experience. Requires client service skills, adaptability, computer proficiency, and strong communication; FINRA credentials and investment knowledge are preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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2w
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Senior Associate, Strategy & Operations, Regulatory Readiness
San Francisco or Seattle or Los Angeles or Chicago or Washington or New York City or Tempe or United States
$87k-$128k/yr RemoteFull Time
DoorDash
DoorDashNYSE: DASH: Local food delivery and on-demand logistics platform.
3+ YOEBachelor’s degree and 3+ years in consulting, strategy, operations, technology, investment banking, analytics, or related work. Requires SQL, complex Excel skills, analytical problem solving, and cross-functional collaboration.
SQL, Microsoft Excel
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2w
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Sr. Associate, Strategy and Operations, Fraud
San Francisco or Seattle or Tempe or Chicago or New York City or Washington or United States
$87k-$128k/yr RemoteFull Time
DoorDash
DoorDashNYSE: DASH: Local food delivery and on-demand logistics platform.
3+ YOEBachelor's degree and 3+ years in consulting, strategy, operations, technology, investment banking, analytics, or related work. Requires SQL, complex Excel skills, analytical problem-solving, collaboration, and communication.
SQL, Microsoft Excel
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1mo
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Associate Regional Consultant - Model Portfolios, AVP - State Street Investment Management
Scottsdale, Arizona, United States
$70k-$130k/yr HybridFull Time
State Street
State StreetNYSE: STT: Provides investment servicing and management to institutional investors.
3+ YOEBachelor's degree, Series 7 and 63 required, 3+ years sales experience, strong product knowledge of model portfolios/ETFs/mutual funds/separate accounts, excellent communication and sales skills, frequent travel.
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2w
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Associate Financial Advisor - BMO Bank
Phoenix, Arizona, United States
$100k-$140k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOERequires Series 7 and 66 (63/65), insurance license, and three or more years of investment sales experience.
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2mo
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Associate Financial Advisor
Phoenix, Arizona, United States
OnsiteFull Time
Baird
Baird: Employee-owned financial services firm providing wealth and asset management.
3+ YOEUndergraduate degree in finance, accounting, economics, or equivalent; three years of client-facing investment experience; SIE and Series 7/66 or Series 7/63/65 licenses; CFP, CPWA, or JD pursuit required.
LinkedIn
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2mo
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Associate Financial Advisor
Phoenix, Arizona, United States
OnsiteFull Time
Baird
Baird: Global employee-owned firm providing wealth management and investment banking.
3+ YOEUndergraduate degree in finance/accounting/economics, SIE and Series 7 (with 66 or 63/65), 3+ years client-facing investment experience, pursue advanced designations (CFP/CPWA/JD), strong presentation and communication skills.
LinkedIn
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2w
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Associate Financial Advisor - BMO Bank
Phoenix, Arizona, United States
$100k-$140k/yr OnsiteFull Time
Central Pacific Bank
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOESeries 7 and 66 (or 63/65), insurance license, and three or more years of investment sales experience; ability to work with bank referral systems and create client solutions.
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3mo
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Institutional Client Specialist, Associate/AVP - Utah
Tempe or New York or South Jordan
$70k-$115k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Active Series 7 and 63 and 65 (or Series 7 and 66) required; bachelor’s preferred; 3+ years industry experience preferred; strong MS Office skills and institutional/alternative investments knowledge.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
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3w
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Ultra High Net Worth Client Case Representative, Senior Associate
Scottsdale, Arizona, United States
$84k-$92k/yr HybridFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
3+ YOE3+ years Financial Services experience, undergraduate or equivalent, active SIE and Series 7 and Series 66 (or obtain Series 66 within 90 days), consultative client skills, ability to discuss portfolio allocation and investment basics.
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