Top 60 Investment associate Jobs in Phoenix Az

Senior Associate, Capital Markets - AZ
Phoenix Energy One, LLC —Phoenix, AZ
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Office
- Accounting
- Profit sharing
- Health savings account
Quick Apply
Investment and Financial Planning Associate
Northwestern Mutual —Phoenix, AZ
- $60,000 - $65,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate Private Wealth Advisor
The Bahnsen Group LLC —Phoenix, AZ
- Full-time
- Mid-level
- Office
- Business development experience
- Health insurance
- Dental insurance
Quick Apply
Entry Level - Wealth Management Associate
Equitable Advisors —Scottsdale, AZ
- $30,000 - $125,000 a year
- Full-time
- Background check
- Sales
- In-person
- Health savings account
- Employee stock purchase plan
Quick Apply
Investment Associate - AI Trainer
DataAnnotation —Chandler, AZ
- $50 - $60 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
International Account Solutions Operations, Associate
Charles Schwab —Phoenix, AZ
- $26.01 - $27.16 an hour
- Hybrid work
- Mid-level
- Analysis skills
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
12d
Alternative Investment Associate
U.S. Bank National Association —Tempe, AZ
- $66,640 - $78,400 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Disability insurance
13d
Associate Banker
BMO Financial Group —Phoenix, AZ
- $41,714 - $50,000 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Associate Underwriter
Burns & Wilcox —Scottsdale, AZ
- Full-time
- Office
- Business development experience
- Bachelor's degree
- Wellness program
- Paid holidays
Wealth Management Associate
Equitable Advisors —Scottsdale, AZ
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Associate Underwriter, Financial Institutions
Markel Service Inc. —Scottsdale, AZ
- $33.15 - $45.58 an hour
- Email
- Hybrid work
- Customer service
- Mid-level
- Microsoft Office
- AD&D insurance
- Employee stock purchase plan
Quick Apply
7d
Associate Underwriter - Excess Casualty
RLI Corp —Tempe, AZ
- $32.16 - $44.22 an hour
- Full-time
- Writing skills
- Mid-level
- Finance
- Profit sharing
- Health savings account
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Scottsdale, AZ
- $65,000 - $85,000 a year
- Microsoft Excel
- Writing skills
- Research
13d
Actuarial Analyst I (Mid-Level)
USAA —Phoenix, AZ
- $103,450 - $186,210 a year
- Hybrid work
- Military
- Mid-level
- Office
- Paid holidays
- Health insurance
Retirement Planning Associate - Retirement Benefits Group
Equitable Advisors —Scottsdale, AZ
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Scottsdale, AZ
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Associate Planner
Edward Jones —Tempe, AZ
- $120,000 - $204,300 a year
- Full-time
- Hybrid work
- 7 years
- Mid-level
- Office
- Profit sharing
- Health savings account
15h
Client Service Associate
Heffernan Financial —Phoenix, AZ
- $60,000 - $70,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Office
Quick Apply
Registered Client Service Associate - Gilbert, AZ
Morgan Stanley —Gilbert, AZ
- High school diploma or GED
- Communication skills
- Entry level
- Employee stock purchase plan
- Health insurance
Family Wealth Associate
TFO Phoenix —Phoenix, AZ
- Email
- Office
- Finance
- 8 years
- Health insurance
- Paid time off

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Senior Associate, Capital Markets - AZ

Phoenix Energy One, LLC
Phoenix, AZ

Quick Apply

Job Details

Full-time
$90,000 - $1,000,000 a year

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount

Qualifications

Financial model construction
Financial model development
Series 7
Securities Industry Essentials
Accounting
Conducting sales calls
Series 63
Client interaction via phone calls

Full Job Description

Managing a diverse portfolio of oil and gas assets and allocating capital towards the right acquisitions are key elements of the finance function at Phoenix. The Senior Associate will be working closely with the MD of Capital Markets and CFO with a focus on raising capital via the S-1 and D offerings being marketed by Phoenix. This role will be critical in the growth of the business and will get exposure to every function within the company. The ideal candidate for this role has practical experience in finance and or accounting with a propensity to sell and an ability to raise capital. The investment products being offered by Phoenix have annual yields ranging from 9 to 13% with monthly cash distributions and stands head and shoulders above other offerings in the marketplace. The ideal candidate will quickly learn the business and be ready to discuss the offering with inbound leads generated through digital marketing efforts the company is running. There is no ceiling for compensation in this role. The compensation for this position is commission-based. Earning up to 3 million annually is a realistic target for someone with the proper skill set.

Major Responsibilities/Accountabilities:

Consult with inbound investor leads
Promote the S-1 and D offerings and convert inbound leads into Phoenix Investors
Engage with third-party vendors supporting the overall capital-raising efforts

Required Skills:

Must possess the following licenses: SIE, series 63, and Series 7
Competent in various aspects of finance, accounting, and financial modeling
Ability to consult with potential investors over the phone or in person when required
Highly Motivated
Ability to meet deadlines
Willingness to learn a new industry

Phoenix Energy offers competitive compensation, potential for profit sharing, a start-up culture, and strong growth opportunities.

Job Type: Full-time

Pay: $90,000.00 - $1,000,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Application Question(s):

This position requires heavy phone sales. Please briefly describe your experience.

License/Certification:

FINRA License (63, 7) SIE? (Preferred)

Ability to Commute:

Phoenix, AZ 85003 (Required)

Work Location: In person

Quick Apply

Refine Your Search

investment associate jobs in phoenix az

Senior Associate, Capital Markets - AZ

Investment and Financial Planning Associate

Associate Private Wealth Advisor

Entry Level - Wealth Management Associate

Investment Associate - AI Trainer

International Account Solutions Operations, Associate

Alternative Investment Associate

Associate Banker

Associate Underwriter

Wealth Management Associate

Associate Underwriter, Financial Institutions

Associate Underwriter - Excess Casualty

Associate Wealth Advisor

Actuarial Analyst I (Mid-Level)

Retirement Planning Associate - Retirement Benefits Group

Wealth Management Associate - Retirement Benefits Group

Associate Planner

Client Service Associate

Registered Client Service Associate - Gilbert, AZ

Family Wealth Associate

I want to receive the latest job alert for investment associate in phoenix az

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