Investment Associate Salaries in Concord, CA

The successful candidate will provide clerical and administrative support, coordinate schedules, track projects and filing deadlines, maintain client records,…

$70,000 - $100,000 a year

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

$25 - $44 an hour

This role involves assisting with credit data analysis, underwriting, and portfolio review activities including facilitating credit risk recommendation.

$34.55 - $55.19 an hour

Build and own detailed financial and operational models with the highest quality and accuracy. Identify and develop KPIs; build dashboards to monitor…

$104,000 - $192,000 a year

Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth…

$101,000 - $113,000 a year

Decisions will be determined on a case-by-case basis. We are excited to offer a competitive total rewards package which includes health and welfare benefits,…

$41,200 - $76,800 a year