Top 937 Investment associate Jobs in Westchester Ny

Associate Manager, Financial Planning
MissionSquare —New York, NY
- $84,880 - $127,330 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Tuition reimbursement
Project Finance Associate (Solar/BESS, Korean bilingual)
Cesna Recruitment —Ridgefield Park, NJ
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- English
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Wealth Management: Client Service Associate
Northwestern Mutual —New York, NY
- $80,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- 5 years
- Disability insurance
- Health insurance
Quick Apply
2d
Investment Analyst/Associate- bilingual Korean
Cesna Recruitment —New York, NY
- $90,000 - $140,000 a year
- Full-time
- Engineering
- Mid-level
- Office
- 401(k)
- Paid time off
Quick Apply
Associate, Private Credit, Real Estate
Macquarie Group Limited —New York, NY
- $125,000 - $200,000 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Paid parental leave
- Health savings account
Senior Associate, Digital Infrastructure Investing
Macquarie Group Limited —New York, NY
- $185,000 - $235,000 a year
- Full-time
- Mid-level
- Analysis skills
- Mentoring
- Paid parental leave
- Health savings account
12d
Investment Banking Associate - Vertical Software, Data and Analytics
TD Bank —New York, NY
- $175,000 - $225,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Paid time off
Associate, Private Credit, Infrastructure Debt Investment
Macquarie Group Limited —New York, NY
- $125,000 - $200,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Paid parental leave
- Health savings account
Financial Sales Associate
Center for Wealth Preservation a MassMutual Firm —Syosset, NY
- Email
- Hybrid work
- Background check
- Sales
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Associate Director, Real Estate Digital and AI
Macquarie Group Limited —New York, NY
- $270,000 - $290,000 a year
- Full-time
- Office
- APIs
- Senior level
- Paid parental leave
- Health savings account
Senior Associate – Operational Risk
Vaco by Highspring —New York, NY
- $90,000 - $130,000 a year
- Mid-level
- Analysis skills
- Bachelor's degree
Quick Apply
8d
Senior Associate/VP, Credit (Fund Finance)
Macquarie Group Limited —New York, NY
- $138,000 - $186,000 a year
- Full-time
- 5 years
- Finance
- Analysis skills
- Paid parental leave
- Health savings account
Portfolio Associate - Asset Management
Paths Management Services LLC —New York, NY
- $120,000 - $140,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Commuter assistance
- Paid holidays
Quick Apply
Analyst/Associate, Private Credit
Macquarie Group Limited —New York, NY
- $120,000 - $210,000 a year
- Full-time
- Research
- Mid-level
- Analysis skills
- Paid parental leave
- Health savings account
Corporate & I-Banking Structured Trade Finance Associate
Santander Bank —New York, NY
- $145,000 - $175,000 a year
- Microsoft Excel
- Mid-level
- Office
Analyst or Associate, Equity and Capital Solutions
Macquarie Group Limited —New York, NY
- $120,000 - $210,000 a year
- Full-time
- Research
- Mid-level
- Analysis skills
- Paid parental leave
- Health savings account
Senior Registered Client Service Associate - New York, NY
Raymond James Financial, Inc. —New York, NY
- $55,000 - $96,000 a year
- Full-time
- High school
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Credit Associate ( Bilingual Japanese/English Required)
PASONA N A, INC. —New York, NY
- $78,000 - $125,000 a year
- Full-time
- Hybrid work
- 5 years
- English
- Research
1d
Private Equity Associate
Selby Jennings —New York, NY
- $125,000 - $200,000 a year
- Contract
- Mid-level
- Bachelor's degree
- Leadership
Quick Apply
1d
Regulatory Associate Investment Management
City National Bank —New York, NY
- $92,114 - $156,880 a year
- 7 years
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply

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Associate Manager, Financial Planning

MissionSquare -
New York, NY

Apply Now

Job Details

Full-time
$84,880 - $127,330 a year

Benefits

401(k)
Financial planning services
Tuition reimbursement
401(k) matching

Qualifications

Customer communication
CFP
FINRA License
Stakeholder relationship building

Full Job Description

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.

$84,880.00 - $127,330.00

The Associate Manager, Financial Planning delivers financial planning education and services to participants of the New York City Deferred Compensation Plan. The role supports participant engagement and plan growth through seminars and individual financial planning sessions, while strengthening participant relationships before and throughout retirement.

THIS IS NOT A SALES POSITION - NO SELLING INVOLVED.

***PLEASE NOTE: This is a hybrid position with two (2) days remote and three (3) days onsite.

Onsite address is:

22 Cortlandt Street, New York, NY (Lower Manhattan, one block from World Trade Center, which is conveniently located near subway and Path Train stations.

Essential Functions for this role include:

Deliver financial planning seminars at Deferred Compensation Plan headquarters and agency work‑site locations to position MissionSquare’s NYC Deferred Compensation Plan as the primary financial planning resource.
Conduct financial planning seminars to deepen participant relationships, retain existing participants, and promote plan participation growth.
Assist with individual planning sessions, seminar updates, and handout revisions within the assigned geographic area.
Maintain current knowledge of NYC Deferred Compensation Plan services and applicable city‑wide employee benefits.
Maintain working knowledge of the broader financial planning industry and best practices.
Present approved Deferred Compensation On‑Site seminars covering retirement planning, money and credit, estate planning, Social Security and Medicare, distribution planning, NYCE IRA, and tax planning topics.
Deliver financial planning content using effective presentation and interpersonal communication skills to ensure participant comprehension of financial concepts and reports.
Prepare and deliver individualized financial plans virtually or in person at headquarters locations when requested by plan participants.
Perform other duties and special projects as assigned.
Present seminars and conduct sessions before or after standard business hours as required.
Performs other duties as assigned

If you have the following skills, we encourage you to apply:

Bachelor’s degree or equivalent experience.
One to three years of financial services experience.
CFP® designation required.
FINRA Series 7 and Series 63 licenses preferred but not required.
Knowledge of 457, 401(K), 403(b), IRA, and other qualified retirement plans.
Knowledge of NYC Deferred Compensation Plan products and services.
Strong presentation skills for large group settings.
Excellent interpersonal and verbal communication skills.
Demonstrated ability to build and maintain effective participant relationships.
Ability to learn and retain technical financial planning concepts.
Strong written communication skills.
Ability to remain composed, listen effectively, and adapt communication styles to participant needs.

To benefit your career and support your wellbeing, we offer:

Competitive Total Rewards package , including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
Flexible and hybrid work schedules to support work-life balance
Tuition reimbursement to support continued education
Professional and career development opportunities , including courses and certifications
Comprehensive wellness programs promoting physical, mental, and emotional health
Volunteerism initiatives to encourage community engagement

Equal Employment Opportunity

As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Apply Now

Refine Your Search

investment associate jobs in westchester ny

Associate Manager, Financial Planning

Project Finance Associate (Solar/BESS, Korean bilingual)

Wealth Management: Client Service Associate

Investment Analyst/Associate- bilingual Korean

Associate, Private Credit, Real Estate

Senior Associate, Digital Infrastructure Investing

Investment Banking Associate - Vertical Software, Data and Analytics

Associate, Private Credit, Infrastructure Debt Investment

Financial Sales Associate

Associate Director, Real Estate Digital and AI

Senior Associate – Operational Risk

Senior Associate/VP, Credit (Fund Finance)

Portfolio Associate - Asset Management

Analyst/Associate, Private Credit

Corporate & I-Banking Structured Trade Finance Associate

Analyst or Associate, Equity and Capital Solutions

Senior Registered Client Service Associate - New York, NY

Credit Associate ( Bilingual Japanese/English Required)

Private Equity Associate

Regulatory Associate Investment Management

I want to receive the latest job alert for investment associate in westchester ny

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