Top 5335 Investment Associate Jobs

Senior Associate, Capital Markets - AZ
Phoenix Energy One, LLC —Phoenix, AZ
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Office
- Accounting
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- Health savings account
Quick Apply
Private Equity Investment Sales Associate
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Client Support Associate (Wealth Management) 3 years experience
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Senior Associate, Capital Markets - CA
Phoenix Energy One, LLC —Irvine, CA
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Investment Management Associate
Herndon Plant Oakey Ltd. —Corpus Christi, TX
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Associate Manager, Financial Planning
MissionSquare —New York, NY
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Securities Trading Associate
Centaurus Financial Inc. —Anaheim, CA
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- Full-time
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Investment Associate - AI Trainer
DataAnnotation —Des Moines, IA
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Associate Financial Advisor II
LPL Financial —Farmington, CT
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Financial Planning Associate
Northwestern Mutual —Portage, MI
- $40,000 - $60,000 a year
- Full-time
- Mid-level
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Senior Associate, Capital Markets - TX
Phoenix Energy One, LLC —Dallas, TX
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
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Quick Apply
IRA & Roth Conversion Specialist – Associate, Concorde Virtual Assistant (CVA) Program
Concorde Investment Services —Boca Raton, FL
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Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
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Tax Planner Associate
Pure Financial Advisors, LLC —San Diego, CA
- $70,000 - $80,000 a year
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Associate Underwriter Analyst
MedPro Group —Fort Wayne, IN
- Online Application
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Associate Actuary - Inforce Optimization
SCOR —Charlotte, NC
- $109,500 - $134,000 a year
- Hybrid work
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Associate Advisor
Stewardship Advisors, LLC —Mount Joy, PA
- Full-time
- Mid-level
- Office
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Registered Branch Associate
Edward Jones —White Bear Lake, MN
- Full-time
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- High school diploma or GED
- Profit sharing
- Health savings account

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Senior Associate, Capital Markets - AZ

Phoenix Energy One, LLC
Phoenix, AZ

Quick Apply

Job Details

Full-time
$90,000 - $1,000,000 a year

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount

Qualifications

Financial model construction
Financial model development
Series 7
Securities Industry Essentials
Accounting
Conducting sales calls
Series 63
Client interaction via phone calls

Full Job Description

Managing a diverse portfolio of oil and gas assets and allocating capital towards the right acquisitions are key elements of the finance function at Phoenix. The Senior Associate will be working closely with the MD of Capital Markets and CFO with a focus on raising capital via the S-1 and D offerings being marketed by Phoenix. This role will be critical in the growth of the business and will get exposure to every function within the company. The ideal candidate for this role has practical experience in finance and or accounting with a propensity to sell and an ability to raise capital. The investment products being offered by Phoenix have annual yields ranging from 9 to 13% with monthly cash distributions and stands head and shoulders above other offerings in the marketplace. The ideal candidate will quickly learn the business and be ready to discuss the offering with inbound leads generated through digital marketing efforts the company is running. There is no ceiling for compensation in this role. The compensation for this position is commission-based. Earning up to 3 million annually is a realistic target for someone with the proper skill set.

Major Responsibilities/Accountabilities:

Consult with inbound investor leads
Promote the S-1 and D offerings and convert inbound leads into Phoenix Investors
Engage with third-party vendors supporting the overall capital-raising efforts

Required Skills:

Must possess the following licenses: SIE, series 63, and Series 7
Competent in various aspects of finance, accounting, and financial modeling
Ability to consult with potential investors over the phone or in person when required
Highly Motivated
Ability to meet deadlines
Willingness to learn a new industry

Phoenix Energy offers competitive compensation, potential for profit sharing, a start-up culture, and strong growth opportunities.

Job Type: Full-time

Pay: $90,000.00 - $1,000,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Application Question(s):

This position requires heavy phone sales. Please briefly describe your experience.

License/Certification:

FINRA License (63, 7) SIE? (Preferred)

Ability to Commute:

Phoenix, AZ 85003 (Required)

Work Location: In person

Quick Apply

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