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Internal Associate Jobs in Oregon (NOW HIRING)

Nationwide

OR · On-site

The hired associate must reside within 35 miles of the following location(s): Ohio: 1000 Yard St ... Our Internal Sales & Service (ISS) team works with Financial Professionals to provide the right ...

Veterinary Pet Insurance

OR · On-site

The hired associate must reside within 35 miles of the following location(s): Ohio: 1000 Yard St ... Our Internal Sales & Service (ISS) team works with Financial Professionals to provide the right ...

Nationwide

Internal Retirement Specialist

OR · Remote

Our customers and partners are at the center of everything we do and we're looking for associates ... As an Internal Retirement Specialist, you'll provide retirement plan expertise to participants. You ...

Nationwide

Internal Retirement Specialist

OR · Remote

Our customers and partners are at the center of everything we do and we're looking for associates ... As an Internal Retirement Specialist, you'll provide retirement plan expertise to participants. You ...

5 Legal

Corporate Associate

Portland, OR · On-site

... an associate to join their M&A and Private Equity Practice Group. Ideal candidates must have 6-8 ... effectively manage internal and external client relationships. Large regional, national or ...

Serán BioScience

Associate Project Manager

Bend, OR · On-site

The Associate Project Manager role with Seran Bioscience plays a crucial supporting role in the CMO ... Ensures internal teams are well informed on project timelines and goals, helps facilitate ...

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Internal Associate information

What are Internal Associates?

Internal Associates are professionals who typically work within financial services firms, such as asset management or investment companies, supporting sales and client relations teams. Their main responsibilities include assisting external sales representatives, managing client accounts, preparing presentations, and providing product information to clients and advisors. Internal Associates often serve as a key point of contact for clients, helping to address inquiries and ensure smooth communication between clients and the firm. This role is a common entry point for those looking to build a career in sales or relationship management within the financial industry.

How does an Internal Associate typically collaborate with financial advisors and other team members?

Internal Associates frequently work closely with financial advisors, providing them with product information, sales support, and training on new offerings. They also liaise with external wholesalers, marketing teams, and client service representatives to ensure a seamless flow of information and coordinated support. Strong communication skills and a team-oriented mindset are essential, as collaboration drives both client satisfaction and business growth. Regular meetings and shared goals help keep everyone aligned on priorities and performance metrics.

What is the difference between Internal Associate vs Financial Analyst?

AspectInternal AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant internshipsBachelor's degree in finance, accounting, or related field; CFA or CPA often preferred
Work EnvironmentCorporate offices, internal teamsFinancial institutions, consulting firms, corporate finance departments
Employer & Industry UsageBanking, consulting, corporate sectorsInvestment banks, asset management, corporate finance
Common Search & ComparisonYesYes

Internal Associates typically focus on supporting internal teams within corporations, handling administrative and operational tasks. Financial Analysts analyze financial data, prepare reports, and support investment or business decisions. While both roles require a finance-related degree, Financial Analysts often pursue certifications like CFA or CPA and work more directly with financial data and analysis. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

What are the key skills and qualifications needed to thrive as an Internal Associate, and why are they important?

To thrive as an Internal Associate, you need a solid understanding of financial products, investment concepts, and client service, often supported by a bachelor's degree in finance or related fields. Familiarity with CRM systems, financial planning software, and securities licenses such as Series 7 and 63 are typically required. Strong communication, organizational, and relationship-building skills help Internal Associates excel in supporting external sales teams and interacting with clients. These competencies are crucial for ensuring effective client engagement, accurate information delivery, and seamless collaboration with both internal teams and external partners.
What are popular job titles related to Internal Associate jobs in Oregon? For Internal Associate jobs in Oregon, the most frequently searched job titles are:
What cities in Oregon are hiring for Internal Associate jobs? Cities in Oregon with the most Internal Associate job openings:
Internal Associate jobs near you

Internal Auditor

Confederated Tribes of Warm Springs

Warm Springs, OR • On-site

$45K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 27 days ago

Job description

Independently conduct audits of the gaming operations. Will plan, organize and conduct financial, compliance, and operational audits, on a planned or periodic basis. Develop internal audit plans and programs. Prepare audit working papers, a comprehensive audit report with results of audit findings. Maintain confidentiality. Knowledge of GAAP, all required gaming regulations and MICS, excellent communication skills, written and verbal. Obtain a gaming license and pass a background investigation.
Requirements
An associate in accounting or related field. Two (2) years' experience in auditing or accounting. One (1) year gaming auditing experience preferred.
Benefits
Benefits include: Excellent medical insurance with low annual maximum-out-of-pocket costs, plus vision and dental. Available flex spending plan for daycare and medical costs. Also available are numerous supplemental insurance packages. 401(k) or ROTH retirement with up to 5% employer matching after one year of employment. Eleven days of paid holidays and Personal time off (PTO) accruing at 130 hours annually with increases after three years of service.

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