Investment Associate Salaries in California

Duties may include, but are not limited to: supervision of financial analysis, development of pro forma financial statements, cash flow modeling, industry…

Conduct regular calls or meetings with investment partners. Develop investment judgement and an independent voice.

$120,400 - $142,900 a year

Client Relationship Touchpoints: Professionally handle client inquiries via telephone, emails, and digital portals, resolving administrative requests promptly…

$60,000 - $90,000 a year

For new and renewal business policies, completes 85-90% of the front-end information gathering and analytics required, including ensuring compliance with all…

$61,000 - $90,000 a year

Active Series 65 or Series 66 license. This is more than a support role — you will actively participate in client meetings, contribute to financial plan…

$70,000 - $95,000 a year

Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…

$33,280 - $85,000 a year