Top 201 Investment associate Jobs in Addison, Tx

Associate (Part-Time, Remote)
Secured Futures —Dallas, TX
- $65,000 - $85,000 a year
- Part-time
- Remote
- Background check
- Military
- Financial services
Quick Apply
4d
Senior Associate, Capital Markets - TX
Phoenix Energy One, LLC —Dallas, TX
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Accounting
- US work authorization
- Profit sharing
- Health savings account
Quick Apply
Wealth Management Associate
Legacy Lab Financial LLC —Irving, TX
- $75,000 - $250,000 a year
- Part-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Work from home
Quick Apply
Wealth Management Associate – LCElite Program (Sales & Leadership Track)
Lemnis Capital —Richardson, TX
- $30,000 - $100,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
Quick Apply
2027 MBA Summer Associate - Capital & Ventures
Momentum —Dallas, TX
- Seasonal
- Office
- Analysis skills
- Business
Network Operations Associate
Fisher Investments —Plano, TX
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Health insurance
2027 | Americas | Dallas Metro Area | The Core Quantitative Strats | Summer Associate
Goldman Sachs —Dallas, TX
- Seasonal
- Research
- Math
- Internship
8d
Part-Time Service and Operations Associate
Fisher Investments —Plano, TX
- Part-time
- 18 years or older
- Office
- 21 years or older
- 401(k) matching
Wealth Management Associate - Entry Level
Lemnis Capital —Richardson, TX
- $45,000 - $85,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
4d
International Client Service Associate
Fisher Investments —Plano, TX
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Health insurance
Associate Needed
Secured Futures —Dallas, TX
- $65,000 - $85,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Management
Quick Apply
4d
ASSOCIATE, PRIVATE INVESTMENT OPERATIONS
Cresset Capital —Dallas, TX
- $80,000 - $90,000 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
Transaction Banking, 1st Line Financial Crime Risk, Analyst/Associate
Goldman Sachs —Dallas, TX
- English
- Mid-level
- Office
- Disability insurance
- Health insurance
Digital Investment Associate
Mindstream Media Group —Dallas, TX
- Full-time
- Hybrid work
- Organizational skills
- Communication skills
- Entry level
Product Marketing Associate
Westwood Management Corp —Dallas, TX
- Hybrid work
- 18 years or older
- Microsoft Excel
- Office
- Paid time off
- Parental leave
Quick Apply
Equity Research Associate
Texas Capital Bank —Dallas, TX
- Full-time
- Writing skills
- Mid-level
- Office
- Wellness program
- Paid holidays
Part Time Associate
L&L Financial —Dallas, TX
- $65,000 - $80,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Military
Quick Apply
12d
Asset & Wealth Management - Dallas - Associate, Systems Engineering - 10415597
Goldman Sachs —Dallas, TX
- Computer Science
- Mid-level
- Office
- Disability insurance
- Health insurance
11d
Senior Associate, Market Engagement Lead - Community Impact & Investment (Dallas)
Capital One —Plano, TX
- Email
- Military
- Mid-level
- Office
- Health insurance
5d
Investment Banking Associate - TMT
Jefferies & Company, Inc. —Dallas, TX
- $150,000 - $200,000 a year
- Full-time
- CPA
- Mid-level
- Office

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investment associate jobs near addison, tx

Associate (Part-Time, Remote)

Secured Futures -
Dallas, TX

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Job Details

Part-time
$65,000 - $85,000 a year
4 days ago

Qualifications

Customer communication

Full Job Description

Associate (Part-Time, Remote)

Company Overview

We are a mission-driven financial education and services organization focused on solving one of the world’s most pressing issues: financial illiteracy. Our team helps individuals, families, and business owners gain the knowledge and tools they need to build financial security and long-term independence.

We pride ourselves on a culture of excellence, integrity, and service. Our platform combines in-depth training, mentorship from experienced professionals, and modern online tools to help motivated people grow a meaningful career in financial education and guidance.

The Opportunity

This part-time Associate role is ideal for ambitious, service-oriented professionals who want flexible, remote work while developing leadership skills and financial expertise. You will step into a client-facing role where you can make a direct, positive impact on people’s financial futures—no prior financial experience required.

You will receive in-house training, coaching, and ongoing support as you learn how to educate clients, develop customized financial strategies, and build a book of satisfied clients and associates. Advancement and compensation are scalable based on your individual goals, giving you the ability to grow from part-time income into a fuller career path if you choose.

What You'll Do

Serve as a primary point of contact for clients, building trust-based relationships and ensuring their questions and needs are addressed promptly and professionally.
Educate individuals, families, and business owners on key financial concepts, including budgeting, debt reduction, investments, insurance-based protection, retirement planning, savings, and estate planning.
Work with clients to develop customized financial plans tailored to their unique goals, priorities, and current financial situations.
Leverage provided online tools and training to conduct remote client meetings, follow-ups, and ongoing support interactions.
Collaborate with a team of like-minded associates and mentors, sharing insights and strategies to improve client outcomes and grow your own practice.

What Success Looks Like

Within the first 3–6 months, confidently conduct client conversations that clearly explain financial concepts in simple, relatable terms.
Develop and maintain a growing base of clients who regularly seek your guidance and refer others based on the quality of your service.
Consistently follow through on client action plans, ensuring timely check-ins, plan reviews, and adjustments as their needs evolve.
Demonstrate steady personal growth by actively participating in training, applying feedback from mentors, and taking on increasing responsibility in client education and leadership activities.

What We're Looking For

Background in customer service, leadership, coaching, management, education, military, or other service-oriented roles.
Strong communication and people skills, with the ability to listen, build rapport, and explain information clearly.
Genuine desire to help individuals and families improve their financial futures, with high integrity and a strong work ethic.
Entrepreneurial spirit, perseverance, and comfort working independently with personalized scheduling in a remote environment.

Compensation and Benefits

Advancement and compensation are scalable based on personalized individual career goals.
Training and coaching provided in-house, including access to experienced brokers and business mentors.
Part-time opportunity with flexibility to expand toward full-time career or maintain as additional income.
Personally customized scheduling with the ability to work 100% remotely.

How to Apply

If you are 18 or older, a U.S. citizen, able to pass a background check, and excited to help others improve their financial futures, please submit your application. We evaluate every candidate holistically and look forward to learning more about you.

Quick Apply

Refine Your Search

investment associate jobs in addison, tx

Associate (Part-Time, Remote)

Senior Associate, Capital Markets - TX

Wealth Management Associate

Wealth Management Associate – LCElite Program (Sales & Leadership Track)

2027 MBA Summer Associate - Capital & Ventures

Network Operations Associate

2027 | Americas | Dallas Metro Area | The Core Quantitative Strats | Summer Associate

Part-Time Service and Operations Associate

Wealth Management Associate - Entry Level

International Client Service Associate

Associate Needed

ASSOCIATE, PRIVATE INVESTMENT OPERATIONS

Transaction Banking, 1st Line Financial Crime Risk, Analyst/Associate

Digital Investment Associate

Product Marketing Associate

Equity Research Associate

Part Time Associate

Asset & Wealth Management - Dallas - Associate, Systems Engineering - 10415597

Senior Associate, Market Engagement Lead - Community Impact & Investment (Dallas)

Investment Banking Associate - TMT

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