A top 50 AmLaw Firm is seeking a junior to mid-level associate to join their Investment Management ... Experience representing institutional investors and wealth advisory firms is a plus. Applicants ...
Quick apply
A top 50 AmLaw Firm is seeking a junior to mid-level associate to join their Investment Management ... Experience representing institutional investors and wealth advisory firms is a plus. Applicants ...
Investment Funds Associate
Washington, DC · On-site
Experienced Investment Funds Associate sought to join a leading Am Law 100 Investment Management ... representing domestic and international venture capital and private equity funds in structuring ...
Quick apply
Investment Funds Associate
Washington, DC · On-site
Experienced Investment Funds Associate sought to join a leading Am Law 100 Investment Management ... representing domestic and international venture capital and private equity funds in structuring ...
Real Estate Agent / Associate (Investment Sales)
Washington, DC · On-site
$92K - $124K/yr
Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary ... Represent yourself, your colleagues, and Greysteel with professionalism and integrity. Successful ...
Quick apply
Real Estate Agent / Associate (Investment Sales)
Washington, DC · On-site
$92K - $124K/yr
Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary ... Represent yourself, your colleagues, and Greysteel with professionalism and integrity. Successful ...
Real Estate Agent / Associate (Investment Sales)
Washington, DC · On-site
$92K - $124K/yr
Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary ... Represent yourself, your colleagues, and Greysteel with professionalism and integrity. Successful ...
Real Estate Agent / Associate (Investment Sales)
Washington, DC · On-site
$92K - $124K/yr
Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary ... Represent yourself, your colleagues, and Greysteel with professionalism and integrity. Successful ...
Top Am Law 100 Law firm that represents the majority of the Fortune 100 and more than half of the Fortune 500 companies is is seeking an associate to join their Investment Funds Practice group. Key ...
Quick apply
Top Am Law 100 Law firm that represents the majority of the Fortune 100 and more than half of the Fortune 500 companies is is seeking an associate to join their Investment Funds Practice group. Key ...
... representing both sponsors and strategic investors across the full range of these dynamic ... About the RoleThe Investment Funds Practice is seeking to add highly qualified associates with a ...
... representing both sponsors and strategic investors across the full range of these dynamic ... About the RoleThe Investment Funds Practice is seeking to add highly qualified associates with a ...
Investment and Capital Market Senior Associate
Washington, DC · Hybrid
$130K - $205K/yr
... Associate to support a high-priority federal investment program aimed at accelerating the ... Excellent stakeholder engagement skills and the ability to credibly represent complex programs in ...
Investment and Capital Market Senior Associate
Washington, DC · Hybrid
$130K - $205K/yr
... Associate to support a high-priority federal investment program aimed at accelerating the ... Excellent stakeholder engagement skills and the ability to credibly represent complex programs in ...
Senior Leasing Associate/Resident Services Coordinator
Silver Spring, MD · On-site
$17.50 - $23.50/hr
C. metropolitan area, the portfolio currently includes 100+ investments representing over 5,800 ... As a BMC Resident Services Coordinator/Senior Leasing Associate, you are polished, outgoing and ...
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Senior Leasing Associate/Resident Services Coordinator
Silver Spring, MD · On-site
$17.50 - $23.50/hr
C. metropolitan area, the portfolio currently includes 100+ investments representing over 5,800 ... As a BMC Resident Services Coordinator/Senior Leasing Associate, you are polished, outgoing and ...
Senior Leasing Associate/Resident Services Coordinator
Silver Spring, MD · On-site
$17.50 - $23.50/hr
C. metropolitan area, the portfolio currently includes 100+ investments representing over 5,800 ... As a BMC Resident Services Coordinator/Senior Leasing Associate , you are polished, outgoing and ...
Senior Leasing Associate/Resident Services Coordinator
Silver Spring, MD · On-site
$17.50 - $23.50/hr
C. metropolitan area, the portfolio currently includes 100+ investments representing over 5,800 ... As a BMC Resident Services Coordinator/Senior Leasing Associate , you are polished, outgoing and ...
Senior Leasing Associate/Resident Services Coordinator
Silver Spring, MD · On-site
$17.50 - $23.50/hr
C. metropolitan area, the portfolio currently includes 100+ investments representing over 5,800 ... As a BMC Resident Services Coordinator/Senior Leasing Associate , you are polished, outgoing and ...
Senior Leasing Associate/Resident Services Coordinator
Silver Spring, MD · On-site
$17.50 - $23.50/hr
C. metropolitan area, the portfolio currently includes 100+ investments representing over 5,800 ... As a BMC Resident Services Coordinator/Senior Leasing Associate , you are polished, outgoing and ...
J.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial Center
Bethesda, MD · On-site
... center representing our brand and interacting with our clients to offer the best investment ... As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client ...
J.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial Center
Bethesda, MD · On-site
... center representing our brand and interacting with our clients to offer the best investment ... As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client ...
Associate Sales Representative - Trauma (Location) Life Unlimited. At Smith+Nephew we design and ... Our strongest investments are in our people and the patients we serve. Inclusion, Diversity and ...
Associate Sales Representative - Trauma (Location) Life Unlimited. At Smith+Nephew we design and ... Our strongest investments are in our people and the patients we serve. Inclusion, Diversity and ...
Fund Formation Associate
Washington, DC · On-site
... is looking for an associate to join their Venture Capital Fund Formation practice. The ideal ... Ideal candidates will have experience representing sponsors and investors in private investment ...
Quick apply
Fund Formation Associate
Washington, DC · On-site
... is looking for an associate to join their Venture Capital Fund Formation practice. The ideal ... Ideal candidates will have experience representing sponsors and investors in private investment ...
Fund Formation Associate
Washington, DC · On-site
... is looking for an associate to join their Venture Capital Fund Formation practice. The ideal ... Ideal candidates will have experience representing sponsors and investors in private investment ...
Quick apply
Fund Formation Associate
Washington, DC · On-site
... is looking for an associate to join their Venture Capital Fund Formation practice. The ideal ... Ideal candidates will have experience representing sponsors and investors in private investment ...
We believe doing the right thing for our clients and our associates is good business. With a career ... Represent the Models Investment Team in client meetings, due diligence reviews, portfolio reviews ...
We believe doing the right thing for our clients and our associates is good business. With a career ... Represent the Models Investment Team in client meetings, due diligence reviews, portfolio reviews ...
Financial Services Representative - Ashburn, VA
Ashburn, VA · On-site
$45K - $75K/yr
Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity ... associate achievements. And our benefit programs are designed to help you and your family strike ...
Financial Services Representative - Ashburn, VA
Ashburn, VA · On-site
$45K - $75K/yr
Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity ... associate achievements. And our benefit programs are designed to help you and your family strike ...
Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity ... salary, to recognize associate achievements. And our benefit programs are designed to ...
New
Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity ... salary, to recognize associate achievements. And our benefit programs are designed to ...
New
Private Funds Associate
Washington, DC · On-site
... Associate Attorney to join its Investment Management group. Experience in the structuring and ... 1940 and the Investment Advisers Act of 1940 and related issues, representing institutional ...
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Private Funds Associate
Washington, DC · On-site
... Associate Attorney to join its Investment Management group. Experience in the structuring and ... 1940 and the Investment Advisers Act of 1940 and related issues, representing institutional ...
Account Representative
Gaithersburg, MD · On-site
$42K - $47K/yr
We are a people business at our core, treating both customers and associates with the same respect ... We invest about 80% of our spend in American-made products. * Achieve Sales Goals : Meet or exceed ...
Account Representative
Gaithersburg, MD · On-site
$42K - $47K/yr
We are a people business at our core, treating both customers and associates with the same respect ... We invest about 80% of our spend in American-made products. * Achieve Sales Goals : Meet or exceed ...
Corporate Associate
Washington, DC · On-site
... associate to join its Capital Markets and Public Companies group. The ideal candidate must have ... as well as representing either issuers or investment banks in capital market transactions ...
Quick apply
Corporate Associate
Washington, DC · On-site
... associate to join its Capital Markets and Public Companies group. The ideal candidate must have ... as well as representing either issuers or investment banks in capital market transactions ...
Associate Investment Representative information
What is the difference between Associate Investment Representative vs Investment Advisor?
| Aspect | Associate Investment Representative | Investment Advisor |
|---|---|---|
| Certifications | Series 7, Series 63/66 (often required) | Series 65 or 66, CFP (optional but preferred) |
| Work Environment | Support role in financial firms, assisting senior staff | Client-facing, providing personalized investment advice |
| Employer & Industry Usage | Financial services firms, brokerages | Registered investment advisory firms, independent practices |
While both roles involve working in the financial industry and require securities licenses, Associate Investment Representatives typically support senior staff and focus on client service and administrative tasks. Investment Advisors directly manage client portfolios and provide tailored investment advice. The roles differ mainly in responsibility level and client interaction, with Investment Advisors having a more client-centric and advisory focus.
What does an associate investment representative do?
An associate investment representative assists clients with investment products and services, providing support in account management, financial advice, and transaction processing. They often work under the supervision of senior representatives and may use financial software to help clients achieve their investment goals.
What cities in Washington are hiring for Associate Investment Representative jobs?
Cities in Washington with the most Associate Investment Representative job openings:
Investment Management Associate
Washington, DC • On-site
5 Legal
Full-time
Re-posted 12 days ago
Job description
A top 50 AmLaw Firm is seeking a junior to mid-level associate to join their Investment Management Group in Chicago, Los Angeles, New York, Washington, San Francisco, Silicon Valley, and Denver office.
Ideal candidates must have a minimum of 1 year experience in investment management transactional work, including inprivate fund formation, and some familiarity with the Investment Advisers Act of 1940 and the Investment Company Act of 1940. Experience representing institutional investors and wealth advisory firms is a plus. Applicants should have excellent academic credentials and strong written and verbal communication skills.
Applicants must currently be licensed, or currently be eligible to become licensed, to practice law in the jurisdiction in which they are applying.