Top 11 Investment associate Jobs in Akron Oh

Private Client Associate - Independence, OH
Janney Montgomery Scott LLC —Independence, OH
- Full-time
- Microsoft Outlook
- Office
- Bachelor's degree
- Paid parental leave
- Paid time off
Quick Apply
Fixed Income Investment Associate Analyst
Westfield Insurance —Westfield Center, OH
- Full-time
- Hybrid work
- Office
- Finance
- Business
2d
Investment Relationship Associate
Ren —Hudson, OH
- Mid-level
- Finance
- Analysis skills
Quick Apply
Associate Advisor
NFP Corp —North Royalton, OH
- $70,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Paid time off
7h
Trust Associate
Johnson Investment Counsel —Cleveland, OH
- Microsoft Outlook
- Computer literacy
- Bachelor of Science
Registered Branch Associate
Edward Jones —Strongsville, OH
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
2d
Wealth Management Client Associate
Bank of America —Chagrin Falls, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
13d
Financial Wellness Associate
KeyBank National Association —Rootstown, OH
- $19.23 - $28.37 an hour
- 8 hour shift
- Computer literacy
- Mid-level
- Office
Trust & Family Office Associate
Carr, Riggs & Ingram, LLC —Canton, OH
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
Quick Apply
Sales Support Associate
Cetera Investors —Cleveland, OH
- Full-time
- Microsoft Excel
- Office
- High school diploma or GED
- Health insurance
- 403(b)

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Wealth Management Client Associate
Bank of America —Pepper Pike, OH
Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained…
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Cleveland, OH
Enjoy the flexibility to design your own work-life balance and champion limitless income potential! Professional Growth: encouragement to pursue professional…
$24,000 a year

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Asset Management - Fixed Income High Yield Investment Specialist - Associate
JPMorganChase —Columbus, OH
Strong written and verbal communication skills, including the ability to convey complex quantitative or technical concepts to non-technical audiences.
$135,000 - $150,000 a year
Registered Branch Associate
Edward Jones —Columbus, OH
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…

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Private Client Associate - Independence, OH

Janney Montgomery Scott LLC
Independence, OH

Quick Apply

Job Details

Full-time

Benefits

Paid parental leave
Paid time off
Parental leave
Professional development assistance
Referral program

Qualifications

Customer communication
Employee relationship building

Full Job Description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well.
What you are good at

Customer Service – Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and procedures
Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.

What you have:

Bachelor’s degree
Prior office experience preferred but not required
Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
Excellent customer service skills
Proficient skills in Word, Excel, PowerPoint, and Outlook
Able to work effectively in a fast paced, deadline-oriented environment
Strong attention to detail
Able to work effectively as part of a team
High ethical standards

Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset.
We recognize that when our team members thrive, our firm is more successful.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

Quick Apply

Refine Your Search

investment associate jobs in akron oh

Private Client Associate - Independence, OH

Fixed Income Investment Associate Analyst

Investment Relationship Associate

Associate Advisor

Trust Associate

Registered Branch Associate

Wealth Management Client Associate

Financial Wellness Associate

Trust & Family Office Associate

Sales Support Associate

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