Wealth Management Associate
$75K - $85K/yr
... investment management services to high-net-worth individuals and families ... This role combines client service, financial analysis, and operational support to ensure an ...
$75K - $85K/yr
... investment management services to high-net-worth individuals and families ... This role combines client service, financial analysis, and operational support to ensure an ...
$75K - $85K/yr
... investment management services to high-net-worth individuals and families ... This role combines client service, financial analysis, and operational support to ensure an ...
This is an exciting time to join our team as we continue to invest in innovation, simplify client ... Associate's Degree in Business and/or Computer Science - Preferred * 2 years of experience in ...
This is an exciting time to join our team as we continue to invest in innovation, simplify client ... Associate's Degree in Business and/or Computer Science - Preferred * 2 years of experience in ...
Rochester, NY · On-site
$20 - $30/hr
This is an exciting time to join our team as we continue to invest in innovation, simplify client ... Associate's Degree in Business and/or Computer Science - Preferred * 2 years of experience in ...
Rochester, NY · On-site
$20 - $30/hr
This is an exciting time to join our team as we continue to invest in innovation, simplify client ... Associate's Degree in Business and/or Computer Science - Preferred * 2 years of experience in ...
Analyzing information to create a holistic strategy with appropriate products and services ... PAS is a registered broker-dealer offering competitive investment products, as well as a registered ...
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Analyzing information to create a holistic strategy with appropriate products and services ... PAS is a registered broker-dealer offering competitive investment products, as well as a registered ...
Apply Early
Rochester, NY · On-site
$100K - $200K/yr
Gathers data and prepares financial and strategic analyses, including transaction proformas, to ... investment partners. * Prepares leasing activity reports and participates in bi-weekly leasing ...
Rochester, NY · On-site
$100K - $200K/yr
Gathers data and prepares financial and strategic analyses, including transaction proformas, to ... investment partners. * Prepares leasing activity reports and participates in bi-weekly leasing ...
Farmington, NY · On-site
$10K/mo
... analytical rigour and evidence-based insight. Across our three businesses - The Economist ... We invest in people who are curious, thoughtful and adaptable, whether they are launching new ...
Farmington, NY · On-site
$10K/mo
... analytical rigour and evidence-based insight. Across our three businesses - The Economist ... We invest in people who are curious, thoughtful and adaptable, whether they are launching new ...
Rochester, NY · On-site
$130K - $160K/yr
... control investments. Required Skills & Qualifications: JD from an accredited law school and ... Strong analytical skills and attention to detail. Excellent communication and interpersonal skills ...
Rochester, NY · On-site
$130K - $160K/yr
... control investments. Required Skills & Qualifications: JD from an accredited law school and ... Strong analytical skills and attention to detail. Excellent communication and interpersonal skills ...
Conduct capacity analyses of key substation equipment. * Assist with analyzing the impact of ... Regulatory, Investment Plan, Distribution & Transmission Planning, others). * Interest in ...
Conduct capacity analyses of key substation equipment. * Assist with analyzing the impact of ... Regulatory, Investment Plan, Distribution & Transmission Planning, others). * Interest in ...
Rochester, NY · On-site
$17.50/hr
Analyzing NPS results to determine cause and execute on plans to improve guest satisfaction ... The endless variety of perspectives, experiences, skills and talents that our employees invest in ...
Rochester, NY · On-site
$17.50/hr
Analyzing NPS results to determine cause and execute on plans to improve guest satisfaction ... The endless variety of perspectives, experiences, skills and talents that our employees invest in ...
Rochester, NY · On-site
$17.50/hr
Analyzing NPS results to determine cause and execute on plans to improve guest satisfaction ... The endless variety of perspectives, experiences, skills and talents that our employees invest in ...
Rochester, NY · On-site
$17.50/hr
Analyzing NPS results to determine cause and execute on plans to improve guest satisfaction ... The endless variety of perspectives, experiences, skills and talents that our employees invest in ...
Rochester, NY · On-site
$17.50/hr
Analyzing NPS results to determine cause and execute on plans to improve guest satisfaction ... The endless variety of perspectives, experiences, skills and talents that our employees invest in ...
Quick apply
Apply Early
Rochester, NY · On-site
$17.50/hr
Analyzing NPS results to determine cause and execute on plans to improve guest satisfaction ... The endless variety of perspectives, experiences, skills and talents that our employees invest in ...
Apply Early
Gates, NY · On-site
$17.50/hr
Analyzing NPS results to determine cause and execute on plans to improve guest satisfaction ... The endless variety of perspectives, experiences, skills and talents that our employees invest in ...
Gates, NY · On-site
$17.50/hr
Analyzing NPS results to determine cause and execute on plans to improve guest satisfaction ... The endless variety of perspectives, experiences, skills and talents that our employees invest in ...
Rochester, NY · On-site
$17.50/hr
Analyzing NPS results to determine cause and execute on plans to improve guest satisfaction ... The endless variety of perspectives, experiences, skills and talents that our employees invest in ...
Rochester, NY · On-site
$17.50/hr
Analyzing NPS results to determine cause and execute on plans to improve guest satisfaction ... The endless variety of perspectives, experiences, skills and talents that our employees invest in ...
Rochester, NY · On-site
$77K - $214K/yr
... investing in different jurisdictions. You'll help our clients with their tax structuring while ... As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous ...
Rochester, NY · On-site
$77K - $214K/yr
... investing in different jurisdictions. You'll help our clients with their tax structuring while ... As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous ...
Conduct capacity analyses of key substation equipment. * Assist with analyzing the impact of ... Regulatory, Investment Plan, Distribution & Transmission Planning, others). * Interest in ...
Conduct capacity analyses of key substation equipment. * Assist with analyzing the impact of ... Regulatory, Investment Plan, Distribution & Transmission Planning, others). * Interest in ...
Rochester, NY · Remote
$50 - $60/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development ... Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises ...
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Rochester, NY · Remote
$50 - $60/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development ... Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises ...
Apply Early
Rush, NY · On-site
$16 - $19/hr
... investing in your future both professionally and personally. We offer competitive salaries ... Organizing, analyzing, and basic math skills (four basic arithmetic functions in all units of ...
Rush, NY · On-site
$16 - $19/hr
... investing in your future both professionally and personally. We offer competitive salaries ... Organizing, analyzing, and basic math skills (four basic arithmetic functions in all units of ...
Rush, NY · On-site
$18 - $19.50/hr
... investing in your future both professionally and personally. We offer competitive salaries ... Organizing, analyzing, and basic math skills (four basic arithmetic functions in all units of ...
Quick apply
Apply Early
Rush, NY · On-site
$18 - $19.50/hr
... investing in your future both professionally and personally. We offer competitive salaries ... Organizing, analyzing, and basic math skills (four basic arithmetic functions in all units of ...
Apply Early
Rush, NY · On-site
$18 - $19.50/hr
... investing in your future both professionally and personally. We offer competitive salaries ... Organizing, analyzing, and basic math skills (four basic arithmetic functions in all units of ...
Quick apply
Apply Early
Rush, NY · On-site
$18 - $19.50/hr
... investing in your future both professionally and personally. We offer competitive salaries ... Organizing, analyzing, and basic math skills (four basic arithmetic functions in all units of ...
Apply Early
Rochester, NY · On-site
... investing in their future success! Expectations: * Accountable for commitment to Raymour and ... Associates degree preferred. * Operational management experience a plus Analytical and critical ...
Rochester, NY · On-site
... investing in their future success! Expectations: * Accountable for commitment to Raymour and ... Associates degree preferred. * Operational management experience a plus Analytical and critical ...
$28.6K - $37.3K
5% of jobs
$37.3K - $45.9K
7% of jobs
$45.9K - $54.6K
12% of jobs
$55.1K is the 25th percentile. Wages below this are outliers.
$54.6K - $63.2K
13% of jobs
The median wage is $68.6K / yr.
$63.2K - $71.9K
21% of jobs
$78.6K is the 75th percentile. Wages above this are outliers.
$71.9K - $80.5K
22% of jobs
$80.5K - $89.2K
7% of jobs
$89.2K - $97.9K
3% of jobs
$97.9K - $106.5K
3% of jobs
$106.5K - $115.2K
3% of jobs
$115.2K - $123.8K
3% of jobs
$28.6K
$72.7K
$123.8K
| Aspect | Associate Investment Analyst | Investment Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, some certifications (e.g., CFA Level I) | Bachelor's degree, often pursuing CFA or similar certifications |
| Work Environment | Entry-level, supporting senior analysts, collaborative teams | More independent research, analysis, and report writing |
| Employer & Industry Usage | Financial firms, asset management, investment banks | Financial firms, asset management, investment banks |
The main difference between an Associate Investment Analyst and an Investment Analyst lies in experience level and responsibilities. Associates typically support senior analysts with research and data gathering, while Investment Analysts conduct more independent analysis and make investment recommendations. Both roles are common in the finance industry and often require similar educational backgrounds and certifications.

$75K - $85K/yr
Part-time
Retirement
Posted 24 days ago
The Wealth Management Associate supports senior advisors in delivering comprehensive financial planning and investment management services to high-net-worth individuals and families. This role combines client service, financial analysis, and operational support to ensure an exceptional client experience and efficient practice management. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.
This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.
Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available.
Qualifications
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 14 days
Employment Type: PART_TIME