Top 5 Associate financial Jobs in Dubuque, Ia

Investment Associate
First Community Trust —Dubuque, IA
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Finance
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9d
Associate Wealth Advisor
First Community Trust —Dubuque, IA
- $56,500 - $70,750 a year
- Full-time
- Mid-level
- Office
- Administrative experience
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Associate Financial Advisor
Forgent —Columbus, OH
Familiarity with tools like RightCapital, Income Lab, Holistiplan, or Advisone is a plus. 401(k) with match + HRA + education/licensing reimbursement*.
$75,000 - $90,000 a year
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11d
Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
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Investment Associate

First Community Trust
Dubuque, IA

Quick Apply

Job Details

Full-time
$60,000 - $75,000 a year
9 days ago

Qualifications

Investment advisory support
Economic trends
Economics
Trade execution in financial markets
Serving clients
Portfolio performance analysis
Investment performance monitoring
Monitoring compliance data
Bachelor's degree in finance
Investment operations
Investment management software
Presentations for conferences or internal meetings
Performance Reporting
Financial market research
Bachelor's degree in economics
Financial client presentations
Mid-level
Finance
Analysis skills
Securities law compliance support
Research report preparation
Bachelor's degree
Financial markets data analysis
Financial strategy recommendations
Morningstar
Market analysis reporting
Bachelor's degree in accounting
Experience practicing in the securities industry
Cross-functional collaboration
Research findings presentation

Full Job Description

Why First Community Trust (FCT)?

First Community Trust (FCT) is a nationally chartered trust company offering wealth advisory services including investment, retirement, and trust services, primarily to credit unions. Our purpose is to help clients achieve their personal, financial and estate planning goals with confidence. With over $1.3B in assets under management, FCT continues to grow through strong client partnerships and a commitment to service excellence.

About the Role

We are seeking a full-time Investment Associate to support portfolio management, trading, and investment research across client accounts. This role is critical in delivering sound investment strategies and maintaining high standards of accuracy, compliance, and client service.

NOTE: Candidates must reside in or near Dubuque, Iowa.

What You'll Be Doing

Support portfolio management through account reviews, performance analysis, and recommendations.
Execute trades, including funds, equities, bonds, block trades, and portfolio rebalancing.
Conduct investment research and due diligence using tools such as Morningstar Direct.
Monitor market trends and assist in developing economic updates and commentary.
Prepare client materials, reports, and presentations for meetings and board discussions.
Support compliance through portfolio monitoring and reporting and ensure adherence to policies and regulations.
Collaborate with internal teams and external partners (e.g., brokers).

Who You Are

Bachelor's degree in Accounting, Economics, or Finance or equivalent years of experience.
Prior experience in investment management, portfolio administration, or trading (preferred)
Strong analytical skills with experience using Excel for data analysis
High attention to detail with a focus on accuracy and execution
Interest in financial markets, investments, and economic trends
Ability to collaborate effectively across teams and communicate insights clearly
Ownership mindset with confidence in research and recommendations
Experience with portfolio management tools and research platforms a plus (e.g., Morningstar Direct).

Credit and criminal history verification will be required of all applicants.

FCT is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Quick Apply

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associate financial jobs in dubuque, ia

Investment Associate

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