Investment Specialist
Phoenix, AZ · On-site
Provides a solution from the Bank's offered products, or refers them to banking partners as ... the needs of our associates. More information can be found at Qualifications: Benefits are an ...
Phoenix, AZ · On-site
Provides a solution from the Bank's offered products, or refers them to banking partners as ... the needs of our associates. More information can be found at Qualifications: Benefits are an ...
Phoenix, AZ · On-site
Provides a solution from the Bank's offered products, or refers them to banking partners as ... the needs of our associates. More information can be found at Qualifications: Benefits are an ...
Phoenix, AZ · On-site
Provides a solution from the Bank's offered products, or refers them to banking partners as ... the needs of our associates. More information can be found at Qualifications: Benefits are an ...
Phoenix, AZ · On-site
Provides a solution from the Bank's offered products, or refers them to banking partners as ... the needs of our associates. More information can be found at Qualifications: Benefits are an ...
A Wealth and Investment Associate a highly motivated associate to support our Private Wealth ... banking, accounting, tax, or a related financial-services role. * Exposure to financial planning ...
A Wealth and Investment Associate a highly motivated associate to support our Private Wealth ... banking, accounting, tax, or a related financial-services role. * Exposure to financial planning ...
Phoenix, AZ · On-site
$85 - $120/hr
Overview A Wealth and Investment Associate a highly motivated associate to support our Private ... banking, accounting, tax, or a related financial-services role. * Exposure to financial planning ...
Phoenix, AZ · On-site
$85 - $120/hr
Overview A Wealth and Investment Associate a highly motivated associate to support our Private ... banking, accounting, tax, or a related financial-services role. * Exposure to financial planning ...
Phoenix, AZ · On-site
Provides a solution from the Bank's offered products, or refers them to banking partners as ... associates. More information can be found at
Phoenix, AZ · On-site
Provides a solution from the Bank's offered products, or refers them to banking partners as ... associates. More information can be found at
BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking ... The Accelerated Career Track Associate is primarily responsible for a variety of program goals ...
BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking ... The Accelerated Career Track Associate is primarily responsible for a variety of program goals ...
BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking ... The Accelerated Career Track Associate is primarily responsible for a variety of program goals ...
New
BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking ... The Accelerated Career Track Associate is primarily responsible for a variety of program goals ...
New
BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking ... The Accelerated Career Track Associate is primarily responsible for a variety of program goals ...
BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking ... The Accelerated Career Track Associate is primarily responsible for a variety of program goals ...
A Wealth and Investment Associate a highly motivated associate to support our Private Wealth ... banking, accounting, tax, or a related financial-services role. * Exposure to financial planning ...
A Wealth and Investment Associate a highly motivated associate to support our Private Wealth ... banking, accounting, tax, or a related financial-services role. * Exposure to financial planning ...
Phoenix, AZ · On-site
$120 - $190/hr
Partner across J.P. Morgan lines of business--including Investment Banking, Corporate Client Banking, Treasury Services, and Asset & Wealth Management--to serve the full lifecycle needs of early ...
New
Phoenix, AZ · On-site
$120 - $190/hr
Partner across J.P. Morgan lines of business--including Investment Banking, Corporate Client Banking, Treasury Services, and Asset & Wealth Management--to serve the full lifecycle needs of early ...
New
Partner across J.P. Morgan lines of business-including Investment Banking, Corporate Client Banking, Treasury Services, and Asset & Wealth Management-to serve the full lifecycle needs of early-stage ...
Partner across J.P. Morgan lines of business-including Investment Banking, Corporate Client Banking, Treasury Services, and Asset & Wealth Management-to serve the full lifecycle needs of early-stage ...
Partner across J.P. Morgan lines of business-including Investment Banking, Corporate Client Banking, Treasury Services, and Asset & Wealth Management-to serve the full lifecycle needs of early-stage ...
Partner across J.P. Morgan lines of business-including Investment Banking, Corporate Client Banking, Treasury Services, and Asset & Wealth Management-to serve the full lifecycle needs of early-stage ...
Partner across J.P. Morgan lines of business-including Investment Banking, Corporate Client Banking, Treasury Services, and Asset & Wealth Management-to serve the full lifecycle needs of early-stage ...
Partner across J.P. Morgan lines of business-including Investment Banking, Corporate Client Banking, Treasury Services, and Asset & Wealth Management-to serve the full lifecycle needs of early-stage ...
Lead and mentor Associates and Analysts, fostering a collaborative, high-performance culture ... Public finance or investment banking; * Municipal advisory or financial advisory; * Senior living ...
Lead and mentor Associates and Analysts, fostering a collaborative, high-performance culture ... Public finance or investment banking; * Municipal advisory or financial advisory; * Senior living ...
Contacts Investment Advisor if cash needs to be raised ... Processes fund trades via CIT or all-in-one bank applications by established deadlines. * Reviews ...
New
Contacts Investment Advisor if cash needs to be raised ... Processes fund trades via CIT or all-in-one bank applications by established deadlines. * Reviews ...
New
Contacts Investment Advisor if cash needs to be raised ... Processes fund trades via CIT or all-in-one bank applications by established deadlines. * Reviews ...
New
Contacts Investment Advisor if cash needs to be raised ... Processes fund trades via CIT or all-in-one bank applications by established deadlines. * Reviews ...
New
Contacts Investment Advisor if cash needs to be raised ... Processes fund trades via CIT or all-in-one bank applications by established deadlines. * Reviews ...
New
Contacts Investment Advisor if cash needs to be raised ... Processes fund trades via CIT or all-in-one bank applications by established deadlines. * Reviews ...
New
Prescott, AZ · On-site
Retail Banking Sales & Service This is a part time position scheduled for 20 hrs per week. Delivers ... Registration to sell investment products completed or in progress (must be completed within 12 ...
Prescott, AZ · On-site
Retail Banking Sales & Service This is a part time position scheduled for 20 hrs per week. Delivers ... Registration to sell investment products completed or in progress (must be completed within 12 ...
Tempe, AZ · On-site
Retail Banking Sales & Service This is a part time position scheduled for 20 hrs per week. Delivers ... Registration to sell investment products completed or in progress (must be completed within 12 ...
Tempe, AZ · On-site
Retail Banking Sales & Service This is a part time position scheduled for 20 hrs per week. Delivers ... Registration to sell investment products completed or in progress (must be completed within 12 ...
Phoenix, AZ · On-site
$80 - $120/hr
Partner across J.P. Morgan lines of business--including Investment Banking, Corporate Client Banking, Treasury Services, and Asset & Wealth Management--to serve the full lifecycle needs of early ...
Phoenix, AZ · On-site
$80 - $120/hr
Partner across J.P. Morgan lines of business--including Investment Banking, Corporate Client Banking, Treasury Services, and Asset & Wealth Management--to serve the full lifecycle needs of early ...
$37.3K - $52.7K
3% of jobs
$52.7K - $68.1K
0% of jobs
$68.1K - $83.5K
2% of jobs
$83.5K - $98.9K
8% of jobs
$113.1K is the 25th percentile. Wages below this are outliers.
$98.9K - $114.4K
13% of jobs
$114.4K - $129.8K
10% of jobs
$129.8K - $145.2K
13% of jobs
The median wage is $146.7K / yr.
$145.2K - $160.6K
10% of jobs
$160.6K - $176K
14% of jobs
$178.2K is the 75th percentile. Wages above this are outliers.
$176K - $191.5K
15% of jobs
$191.5K - $206.9K
13% of jobs
$37.3K
$148K
$206.9K
| Aspect | Associate Investment Banker | Analyst Investment Banker |
|---|---|---|
| Required Credentials | Bachelor's degree, often MBA or relevant experience | Bachelor's degree, typically entry-level |
| Work Environment | Client interaction, deal execution, project management | Financial modeling, research, data analysis |
| Employer & Industry Usage | Investment banks, corporate finance teams | Investment banks, financial advisory firms |
The main difference between an Associate Investment Banker and an Analyst Investment Banker lies in experience and responsibilities. Associates usually have more experience, often with an MBA, and handle client interactions and deal management. Analysts focus on research, financial modeling, and data analysis, serving as the foundation of the team. Both roles are essential in investment banking but differ in scope and seniority.
The most popular types of Investment Banker jobs in Arizona are:
For Associate Investment Banker jobs in Arizona, the most frequently searched job titles are:
The top searched job categories for Associate Investment Banker jobs in Arizona are:
Cities in Arizona with the most Associate Investment Banker job openings:

Full-time
Medical, Life
Re-posted 24 days ago
7.4
Based on 106 frontline employees who took The Breakroom Quiz
107th of 174 rated banks
This position facilitates client relationship development goals through calling efforts. Makes outbound calls to new and existing mass affluent clients in order to generate sales opportunities. Addresses inquiries and requests from inbound client calls. Develops an understanding of each client or prospect’s financial situation in order to recommend the appropriate investment solution. Partners with internal lines of business to increase new business while serving clients’ financial goals and needs.
Duties & Responsibilities:
Sales - Promotes investment and securities products through sales outreach and calling efforts to mass affluent clients or prospects. Consults with clients and prospects to determine their financial needs. Provides a solution from the Bank’s offered products, or refers them to banking partners as appropriate.
Client Service - Facilitates client retention and satisfaction by ensuring timely processing of client requests, workflow, and communication. Provides periodic reviews for clients and answers inquiries regarding their investments.
Risk Management - Ensures compliance throughout activities with all applicable regulations, policies, and procedures.
Relationship Development - Establishes a rapport with clients to identify financial needs and leverage sales opportunities. Serves as a relationship management point of contact for clients calling in. Build rapport with internal centers of influence to source new client opportunities.
Position Specific Skills:
Knowledge of investment and financial markets
Builds Productive Relationships
Business Development
Client Management
Consultative Selling
Financial Advising
Qualifications:
Bachelor's Degree and 1 years of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative
License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses RequiredSkill(s): Knowledge of investment and financial markets
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Qualifications:Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Education:UNAVAILABLEEmployment Type: FULL_TIMEGet the full story on Breakroom