Top 95 Investment associate Jobs in Philadelphia, Pa

Retirement Planning Associate - Retirement Benefits Group
Equitable Advisors —Bala-Cynwyd, PA
- $24,000 - $125,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Health savings account
- Employee stock purchase plan
Quick Apply
Wealth Management Associate
Equitable Advisors —Bala-Cynwyd, PA
- $27,550 - $125,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Junior Associate Program, Investments (2026)
Lincoln Financial —Radnor, PA
- $44,800 - $81,400 a year
- Online Application
- Hybrid work
- Office
- Communication skills
- Entry level
- Tuition reimbursement
- Paid time off
5d
Analyst/Associate, Fixed Income Strategy & Solutions Group
Nomura —Philadelphia, PA
- $85,000 - $125,000 a year
- Microsoft Excel
- Mid-level
- Office
- Paid time off
- Parental leave
Investment Strategy Associate
M&T Bank —Radnor, PA
- $106,700 - $177,900 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
2027 | Americas | Philadelphia | Wealth Management, Private Wealth Management | New Associate
Goldman Sachs —Philadelphia, PA
- Full-time
- Mid-level
- 2 years
5d
Investment Operations Associate
Children’s Hospital of Philadelphia —Philadelphia, PA
- $83,700 - $106,700 a year
- Full-time
- Hybrid work
- Microsoft Excel
- CPA
- 5 years
- Work from home
Quick Apply
6d
Associate Equities Analyst
PNC Financial Services Group —Philadelphia, PA
- Full-time
- Writing skills
- Mid-level
- Office
- Wellness program
- Health savings account
Private Wealth Associate
AllianceBernstein —Philadelphia, PA
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
12d
Treasury Associate I
Ultimus Leverpoint Private Fund Solutions —Philadelphia, PA
- $22 - $26 an hour
- Full-time
- Finance
- Accounting
- Business
Quick Apply
Management Associate, Portfolio Management
Glenmede Trust Co —Philadelphia, PA
- Full-time
- Hybrid work
- Data analysis skills
- Research
- Mid-level
- Commuter assistance
- Health savings account
7d
Associate, Reporting Solutions - Delaware
BlackRock Investments —Wilmington, DE
- $85,000 - $117,500 a year
- Hybrid work
- Mid-level
- Office
- 3 years
- Health insurance
- Tuition reimbursement
13d
Wealth Planning Associate
Brown Brothers Harriman —Philadelphia, PA
- Full-time
- 5 years
- Business development
- Senior level
Senior Associate, Investment Team
LLR Partners —Philadelphia, PA
- Office
- Analysis skills
- Accounting
Ratings Advisory Associate, Reinsurance
Lockton, Inc. —Philadelphia, PA
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Wellness program
- Paid parental leave
7d
Asset & Wealth Management, Private Wealth Advisor, Associate, Philadelphia
Goldman Sachs —Philadelphia, PA
- Office
- Business development
- Analysis skills
- Disability insurance
- Health insurance
Mid-Level Financial Analyst
Perpay - Career's Page —Philadelphia, PA
- Weekends as needed
- Writing skills
- Mid-level
- Office
- Loan repayment program
- Relocation assistance
Holdings Associate
NEWSPRING CAPITAL INC —Radnor, PA
- Mid-level
- Analysis skills
- Leadership
Quick Apply
7d
Management Associate, Portfolio Construction
Glenmede Trust Co —Philadelphia, PA
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Health savings account
Management Associate, Wealth Advisory
Glenmede Trust Co —Philadelphia, PA
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Commuter assistance
- Health savings account

I want to receive the latest job alert for investment associate in philadelphia, pa

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

investment associate jobs near philadelphia, pa

Retirement Planning Associate - Retirement Benefits Group

Equitable Advisors
Bala-Cynwyd, PA

Quick Apply

Job Details

Full-time
$24,000 - $125,000 a year

Benefits

Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Referral program
Retirement plan

Qualifications

Customer communication
Financial sales
Teamwork
Series 7
Bachelor's degree
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.

We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!

Role Highlights

Client Engagement: Cultivate and expand your network within established markets
Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Work-Life Balance:  Flexible schedule to maximize productivity and personal time
Location: Working outside the office in local schools and municipalities

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)

Job Type: Full-time

Pay: $24,000.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Application Question(s):

Will you now or will you in the future require employment visa sponsorship?

Ability to Commute:

Bala-Cynwyd, PA 19004 (Required)

Work Location: In person

Quick Apply

Refine Your Search

investment associate jobs in philadelphia, pa

Retirement Planning Associate - Retirement Benefits Group

Wealth Management Associate

Junior Associate Program, Investments (2026)

Analyst/Associate, Fixed Income Strategy & Solutions Group

Investment Strategy Associate

2027 | Americas | Philadelphia | Wealth Management, Private Wealth Management | New Associate

Investment Operations Associate

Associate Equities Analyst

Private Wealth Associate

Treasury Associate I

Management Associate, Portfolio Management

Associate, Reporting Solutions - Delaware

Wealth Planning Associate

Senior Associate, Investment Team

Ratings Advisory Associate, Reinsurance

Asset & Wealth Management, Private Wealth Advisor, Associate, Philadelphia

Mid-Level Financial Analyst

Holdings Associate

Management Associate, Portfolio Construction

Management Associate, Wealth Advisory

I want to receive the latest job alert for investment associate in philadelphia, pa

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected