Top 106 Investment associate Jobs in Mclean, Va

Client Service Associate - Financial Services
YTS Wealth Management, LLC —Tysons, VA
- $60,000 - $65,000 a year
- Weekends as needed
- Background check
- Customer service
- Pass drug screening
- Travel reimbursement
- Paid holidays
Quick Apply
Associate/Counsel Attorney – ERISA & Fiduciary
Orion Placement —Washington, DC
- $325,000 - $450,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Dental insurance
- Paid time off
Quick Apply
Multifamily Financial Risk Analysis – Lead Associate
Fannie Mae —Washington, DC
- $123,000 - $161,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
Research Associate
Telemet America —Alexandria, VA
- Microsoft Access
- Office
- Finance
MBA, Investment Banking Associate - 2027
Capital One —McLean, VA
- Email
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health insurance
5d
Washington DC Midlevel International Trade, Investment Controls, and National Security Associate
K&L Gates —Washington, DC
- $260,000 - $365,000 a year
- Full-time
- Hybrid work
- Background check
- Addiction Medicine
- Writing skills
- Wellness program
- Health savings account
Associate, Starwood Digital Ventures
Starwood Capital Group —Washington, DC
- Mid-level
- 3 years
- Communication skills
8d
Private Equity Debt Finance – Junior Associate
Goodwin Procter LLP —Washington, DC
- Contracts
- Communication skills
- Entry level
3d
Registered Wealth Management Client Associate
Bank of America —Washington, DC
- $26.50 - $45.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Analyst/Associate, Investments & Portfolio Management
RCLCO —Bethesda, MD
- $70,000 - $115,000 a year
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- Dental insurance
Quick Apply
Investment Associate
Howard Hughes Medical Institute —Chevy Chase, MD
- $118,020 - $147,525 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Retirement plan
Investment Banking Associate - Defense & Government Services (McLean, VA)
Raymond James Financial, Inc. —McLean, VA
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Health insurance
Emerging Business / Venture Capital Associate
Cozen O'Connor —Washington, DC
- $225,000 - $285,000 a year
- Mid-level
- 2 years
Washington, DC – Private Equity Associate
Hunton Andrews Kurth —Washington, DC
- $235,000 - $365,000 a year
- Online Application
- 5 years
- Writing skills
- Mid-level
Sr. Associate, Volunteerism Reporting & Data Enablement - Community Impact & Investment
Capital One —McLean, VA
- Email
- Mid-level
- Office
- High school diploma or GED
- Health insurance
Wealth Management Client Associate
Bank of America —Bethesda, MD
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
12d
Associate/Counsel (Attorney) – ERISA/Fiduciary
Groom Law Group, Chartered —Washington, DC
- $410,000 - $455,000 a year
- Online Application
- Remote
- 6 years
- Writing skills
- Analysis skills
Junior Fiduciary Associate
Groom Law Group, Chartered —Washington, DC
- $235,000 - $270,000 a year
- Online Application
- Writing skills
- Analysis skills
- 1 year
Private Equity Debt Finance – Mid-Level Associate
Goodwin Procter LLP —Washington, DC
- Mid-level
- Contracts
- Communication skills
Cost Analyst/Financial Management - Mid Level (FM2)
Tecolote Research, Inc. —Chantilly, VA
- $80,000 - $90,000 a year
- Full-time
- 5 years
- Bachelor of Science
- Mid-level
- Paid jury duty
- AD&D insurance

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investment associate jobs near mclean, va

Client Service Associate - Financial Services

YTS Wealth Management, LLC -
Tysons, VA

Quick Apply

Job Details

Full-time
$60,000 - $65,000 a year

Benefits

Travel reimbursement
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Financial sales
Series 6
Customer service
Series 66
Series 7
Bachelor's degree
Securities Industry Essentials
Financial services
Series 65
Series 63

Full Job Description

Employer Description

Join a Rapidly Growing National Wealth Management Firm

YTS Wealth Management offers a modern, team-driven, and family-oriented environment built on collaboration, professionalism, and a solution-focused mindset.

Since 2019, YTS has grown from $85 million in assets under management with four employees to more than $1.7 billion in AUM supported by 50+ professionals nationwide. Our continued expansion is driven by strong leadership, exceptional client service, and a commitment to developing our people.

Key Responsibilities:

Manage document handling through scanning, emailing, faxing, and e-filing.
Perform data entry with accuracy and attention to detail.
Facilitate the opening of new accounts and associated processes.
Process and address account service requests promptly and efficiently.
Answer client phone calls and provide professional support as needed.
Utilize Microsoft Office Suite, Wealthbox CRM, and Monday.com for daily tasks and project management.
Travel periodically to new office locations to support development initiatives.
Serve as a primary point of contact for onboarding new Financial Advisors during M&A projects.
Complete additional tasks and projects as assigned.

Essential Skills for Success:

Represent our core values.
Strong ability to multitask in a dynamic environment.
Exceptional communication skills, both verbal and written.
Effective time management to ensure deadlines are met.
Self-motivated with a proactive approach to tasks.
Uphold professionalism and a consistently positive attitude.
Collaborative team player with strong interpersonal skills.
Quick-thinking and resourceful in solving problems.

Growth Opportunities:

Engage in our community outreach events for networking and charities.
Build relationships through direct client and advisor interactions.
Work independently or collaborate with teams on a variety of projects.
Access paid and reimbursed continuing education opportunities.
Enjoy uncapped earning potential and career advancement.

Starting salary ranges from $60,000 - $65,000 per year. Relevant experience includes:

Working with data entry, numbers, sensitive and confidential information
Having relevant office experience
Directly working in the financial services industry
Experience working with our Broker Dealer, LPL Financial
Education in finance, having financial certifications, and/or securities licenses

Benefits:

9 Full paid holidays (if falling during Mon-Fri)
Flexible scheduling for personal/miscellaneous appointments (do not go against PTO)
Reimbursed travel expenses
10 days of Paid Time Off
401(k) dollar for dollar match up to 4%
Maternity and Paternity leave
Medical - Dental - Vision - HRA - Life Insurance

Observed Holiday's with Full Pay:

New Year's Day
Good Friday
Memorial Day
Independence Day
Thanksgiving Day
Day after Thanksgiving
Christmas Eve
Christmas Day
New Year's Eve

Candidates must be able to pass a drug test, state background check, and federal fingerprinting. Those unable to pass are not encouraged to apply.

Job Type: Full-time

Schedule:

Monday to Friday
Daylight shift
Candidates should be open to some evening and weekend hours for networking opportunities, client appreciation events, and to support team initiatives.

Education:

Bachelor's (Required)

Experience:

Customer service: 2 years (Required)

Ability to Relocate:

8260 Greensboro Drive, Tysons, VA 22102: Relocate before starting work (Required)
Relocation expenses are not reimbursed
Commute expenses are not reimbursed

Work Location: Full-time In person. Hybrid positions are not available.

Legal & Compliance Disclosures

Equal Employment Opportunity: We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
At-Will Employment: Employment at YTS Wealth Management is at-will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
Background/Drug Screening: Employment is contingent upon successful completion of a drug test, state background check, and federal fingerprinting.
Disclaimer: This job description is not intended to be all inclusive. Additional duties may be assigned as needed.

Job Type: Full-time

Pay: $60,000.00 - $65,000.00 per year

Benefits:

401(k)
Health insurance
Life insurance

License/Certification:

Securities Industry Essentials (Preferred)
Series 7 (Preferred)
Series 6 (Preferred)
Series 63 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

investment associate jobs in mclean, va

Client Service Associate - Financial Services

Associate/Counsel Attorney – ERISA & Fiduciary

Multifamily Financial Risk Analysis – Lead Associate

Research Associate

MBA, Investment Banking Associate - 2027

Washington DC Midlevel International Trade, Investment Controls, and National Security Associate

Associate, Starwood Digital Ventures

Private Equity Debt Finance – Junior Associate

Registered Wealth Management Client Associate

Analyst/Associate, Investments & Portfolio Management

Investment Associate

Investment Banking Associate - Defense & Government Services (McLean, VA)

Emerging Business / Venture Capital Associate

Washington, DC – Private Equity Associate

Sr. Associate, Volunteerism Reporting & Data Enablement - Community Impact & Investment

Wealth Management Client Associate

Associate/Counsel (Attorney) – ERISA/Fiduciary

Junior Fiduciary Associate

Private Equity Debt Finance – Mid-Level Associate

Cost Analyst/Financial Management - Mid Level (FM2)

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