Top 106 Investment associate Jobs in Alpharetta Ga

Associate Financial Advisor
NettWorth Financial Group —Cumming, GA
- $70,000 - $90,000 a year
- Weekends as needed
- Background check
- Microsoft Outlook
- Mid-level
Quick Apply
Investment Associate
Capital Investment Advisors —Atlanta, GA
- Full-time
- Hybrid work
- Marketing
- Office
- Finance
Quick Apply
J.P. Morgan Wealth Management - Private Client Investment Associate - Alpharetta, GA
JPMorganChase —Alpharetta, GA
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Investment Associate
ACG Professionals —Atlanta, GA
- Full-time
- Mid-level
- Office
- Finance
Sr. Investment Associate
Northern Trust Corp. —Atlanta, GA
- $70,490 - $119,890 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Trader/ Investment Operations Associate
Merit Financial Advisors —Alpharetta, GA
- Full-time
- Research
- Mid-level
- 3 years
- Health savings account
- Paid holidays
Quick Apply
2d
Associate Portfolio Manager - Parametric
Morgan Stanley —Alpharetta, GA
- $78,000 - $140,000 a year
- Hybrid work
- Writing skills
- Mid-level
- Office
- Health savings account
- Paid holidays
Investment Banking Associate | IT Services
Houlihan Lokey —Atlanta, GA
- $175,000 - $200,000 a year
- Full-time
- Public speaking
- Research
- Mid-level
Associate Underwriter - Commercial Lines
Amwins —Atlanta, GA
- Full-time
- Customer service
- Office
- Typing
- Paid holidays
- Health insurance
Quick Apply
Sr Investment Associate
Northern Trust Corp. —Atlanta, GA
- Full-time
- Research
- Mid-level
- Office
- On-the-job training
GTM & Strategic Finance Associate
OfficeSpace Software —Atlanta, GA
- Remote
- Mid-level
- SQL
- Analysis skills
Associate Catastrophic Risk Analyst
Tokio Marine HCC —Duluth, GA
- Full-time
- Office
- SQL
- Analysis skills
- Paid parental leave
- Paid time off
14d
Associate - The Technical Account Manager
BlackRock Investments —Atlanta, GA
- $105,000 - $132,000 a year
- Hybrid work
- Sales
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
10d
Associate Credit Analyst
Invesco —Atlanta, GA
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Employee stock purchase plan
- Health insurance
Senior Client Services Associate - Atlanta, GA
Savant Wealth Management —Atlanta, GA
- $70,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health savings account
- AD&D insurance
Veterans Transition Program Associate - Data Implementations
BlackRock Investments —Atlanta, GA
- $105,000 - $132,000 a year
- Hybrid work
- Computer science
- Computer Science
- Military
- Health insurance
- Tuition reimbursement
Relationship Associate (Wealth Management)
Franklin Templeton Investments —Atlanta, GA
- $71,400 - $84,000 a year
- Email
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Mid-level
- Paid holidays
- Paid time off
Property Facultative Underwriter Associate
Gen Re —Atlanta, GA
- $63,000 - $84,000 a year
- Hybrid work
- Spanish
- Writing skills
- English
Investment Banking Associate | Business Services
Houlihan Lokey —Atlanta, GA
- $175,000 - $225,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
Wealth Advisory Associate
Enclave Advisors, LLC —Atlanta, GA
- $80,000 - $110,000 a year
- Full-time
- Background check
- CPA
- English
- 401(k)
- Paid time off
Quick Apply

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investment associate jobs near alpharetta ga

Associate Financial Advisor

NettWorth Financial Group -
Cumming, GA

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year

Qualifications

Financial services customer support
Customer relationship building
Microsoft Outlook
Administrative experience
Managing clients in a customer support role
Client database systems
Series 7
Bachelor's degree
Video conferencing software
Client services experience
Financial product expertise
Relationship management
CRM system proficiency
Series 65
Life & Health Insurance License
Experience practicing in the securities industry
Account management experience
Video conferencing systems operation
Time management
Customer data entry

Full Job Description

Job Description

Job Title: Associate Financial Advisor

Reports To: Senior Financial Advisor

Job Status: Full-time

Compensation: Salary + Bonus (Or Commissions)

NettWorth Financial Group is looking to find a candidate for an Associate Financial Advisor position in Cumming, GA. As part of this opportunity, you will work directly with a Senior Advisor who will be your mentor throughout the life of the position. In addition to a mentor who is an industry expert with over 30 years’ experience working in their niche market, you will have access to:

Existing clients and prospective clients
Top-notch administrative support
Marketing support
Name and brand recognition of firm due to length of time & presence in the community
The equipment and software you need for illustrations and reports

Essential Duties and Responsibilities:

Service Senior Advisor’s book of business
Lead client review meetings
Manage multiple client relationships
Oversee and monitor portfolios for goal alignment
Provide market quotes, place orders, rebalance accounts as directed
Prepare financial plans and investment recommendations under supervision
Analyze financial statements and perform calculations; suggest preliminary recommendations and run illustrations
Research and resolve client service problems for errors as needed
Calendar management for scheduling meetings, conference calls; appointment confirmations and appointment materials
Maintain accurate client information in proprietary systems
Manage all details of clients in CRM, record client appointment notes, workflows, and database lists
Draft written and electronic correspondence, as needed
Process cashiering and asset movement requests such as distributions, and wire and check requests.
Ability to generate referrals, new client relationships and professional relationships
Office administrative support as needed
Manage new client onboarding, including paperwork, account opening, and communication
Perform other duties as assigned

Professional Growth:

Training – Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions.
Expand a business practice by using effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets.
Learn necessary selling skills practices, Develop, and improve subject matter expertise and sales skills
Willingness to obtain recognized professional designations as a commitment to excellence
Entrepreneurial minded with a strong work ethic
Desire to help others manage and achieve financial confidence

Required Skills

Industry and product knowledge
Understanding and proficiency in regard to customer relationships, customer service, data entry, confidentiality, problem resolution and MS Office products such as Word, Excel, Outlook.
Experience with CRMs such as Redtail
Experience with virtual meeting applications such as Go To Webinar, Zoom.
Excellent oral and written communication skills
Energetic and outgoing personality with great interpersonal skills
Excellent organizational, time management and multi-tasking skills
Organized, meticulous, detail-oriented and able to multitask
Ability to work some evenings and on weekend depending on event schedule
Ability to work independently and under pressure in a fast-paced environment
Professional attitude, demeanor, and appearance

Education and Experience

Bachelor’s degree and a minimum of four(4) years’ experience in the financial services industry – or equivalent combination of experience, education and/or training as approved by the firm
Client service/relationship management experience required.

Licenses/Certifications

FINRA Series 7, Series 65, Life and Health licensing required with a commitment to obtaining further continuing education requirements to maintain licensing

NettWorth Financial Group is affiliated with the Broker Dealer, Cambridge Investment Research, inc. and the independent clearing firms, Pershing LLC and NFS.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and NettWorth Financial Group are not affiliated.

Pay: $70,000.00 - $90,000.00 per year

License/Certification:

Series 7 (Required)

Ability to Commute:

Cumming, GA 30040 (Required)

Work Location: In person

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Refine Your Search

investment associate jobs in alpharetta ga

Associate Financial Advisor

Investment Associate

J.P. Morgan Wealth Management - Private Client Investment Associate - Alpharetta, GA

Investment Associate

Sr. Investment Associate

Trader/ Investment Operations Associate

Associate Portfolio Manager - Parametric

Investment Banking Associate | IT Services

Associate Underwriter - Commercial Lines

Sr Investment Associate

GTM & Strategic Finance Associate

Associate Catastrophic Risk Analyst

Associate - The Technical Account Manager

Associate Credit Analyst

Senior Client Services Associate - Atlanta, GA

Veterans Transition Program Associate - Data Implementations

Relationship Associate (Wealth Management)

Property Facultative Underwriter Associate

Investment Banking Associate | Business Services

Wealth Advisory Associate

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