... all types of investors. Whether you want to forge a career connecting our retail clients to ... The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and ...
... all types of investors. Whether you want to forge a career connecting our retail clients to ... The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and ...
... all types of investors. Whether you want to forge a career connecting our retail clients to ... The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and ...
... all types of investors. Whether you want to forge a career connecting our retail clients to ... The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and ...
Office Associate
$16 - $21.25/hr
We believe our greatest investments are our people, and we'd love to invest in you. Who We're ... Associates or Bachelor's degree is always a plus but not required. * Valid driver's license in the ...
Office Associate
$16 - $21.25/hr
We believe our greatest investments are our people, and we'd love to invest in you. Who We're ... Associates or Bachelor's degree is always a plus but not required. * Valid driver's license in the ...
Associate Financial Consultant
Birmingham, AL · On-site
$40K - $100K/yr
At Regions, the Associate Financial Consultant - Regions Investment Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the financial objectives ...
Associate Financial Consultant
Birmingham, AL · On-site
$40K - $100K/yr
At Regions, the Associate Financial Consultant - Regions Investment Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the financial objectives ...
Full-Time Stock Associate
Leeds, AL · On-site
$13.75 - $17.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
Leeds, AL · On-site
$13.75 - $17.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
Foley, AL · On-site
$12.75 - $16.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
Foley, AL · On-site
$12.75 - $16.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
$13.75 - $17.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
$13.75 - $17.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
Foley, AL · On-site
$12.75 - $16.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
Foley, AL · On-site
$12.75 - $16.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
Leeds, AL · On-site
$13.75 - $17.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
Leeds, AL · On-site
$13.75 - $17.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
Leeds, AL · On-site
$13.75 - $17.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
Leeds, AL · On-site
$13.75 - $17.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
Foley, AL · On-site
$12.75 - $16.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
Foley, AL · On-site
$12.75 - $16.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
Foley, AL · On-site
$12.75 - $16.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
Foley, AL · On-site
$12.75 - $16.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
Foley, AL · On-site
$12.75 - $16.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
Foley, AL · On-site
$12.75 - $16.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
Leeds, AL · On-site
$13.75 - $17.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Stock Associate
Leeds, AL · On-site
$13.75 - $17.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
$80K - $120K/yr
TSX) company, is seeking an experienced, hands-on Senior Corporate Development Associate to build ... You will identify and assess prospective investments, build trusted relationships with founders and ...
$80K - $120K/yr
TSX) company, is seeking an experienced, hands-on Senior Corporate Development Associate to build ... You will identify and assess prospective investments, build trusted relationships with founders and ...
Full-Time Sales Associate
Leeds, AL · On-site
$12.75 - $17.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Sales Associate
Leeds, AL · On-site
$12.75 - $17.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Sales Associate
Leeds, AL · On-site
$12.75 - $17.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Sales Associate
Leeds, AL · On-site
$12.75 - $17.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Sales Associate
Leeds, AL · On-site
$12.75 - $17.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Sales Associate
Leeds, AL · On-site
$12.75 - $17.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Sales Associate
Leeds, AL · On-site
$12.75 - $17.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Full-Time Sales Associate
Leeds, AL · On-site
$12.75 - $17.25/hr
Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...
Sr. Portfolio Manager, Investments
Birmingham, AL · On-site
$110 - $170/hr
Serve as the designated Investment Officer for assigned client relationships and provide investment guidance to clients, prospects, and associates. * Partner with Wealth advisors on client meetings ...
Sr. Portfolio Manager, Investments
Birmingham, AL · On-site
$110 - $170/hr
Serve as the designated Investment Officer for assigned client relationships and provide investment guidance to clients, prospects, and associates. * Partner with Wealth advisors on client meetings ...
Investment Associate information
See Alabama salary details
$19.9K - $35.7K
4% of jobs
$35.7K - $51.5K
14% of jobs
$55.1K is the 25th percentile. Wages below this are outliers.
$51.5K - $67.3K
32% of jobs
The median wage is $67.7K / yr.
$67.3K - $83.1K
18% of jobs
$83.1K - $98.8K
7% of jobs
$99.2K is the 75th percentile. Wages above this are outliers.
$98.8K - $114.6K
12% of jobs
$114.6K - $130.4K
9% of jobs
$130.4K - $146.2K
4% of jobs
$146.2K - $162K
0% of jobs
$162K - $177.7K
0% of jobs
$177.7K - $193.5K
0% of jobs
$19.9K
$88K
$193.5K
How much do investment associate jobs pay per year?
As of Sep 4, 2026, the average yearly pay for investment associate in Alabama is $87,986.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,900.00 and $106,500.00 per year, depending on experience, location, and employer.
What is an investment associate?
Investment Associates are finance professionals who support investment decision-making at firms such as investment banks, private equity firms, or asset management companies. They analyze financial data, perform due diligence on potential investments, build financial models, and prepare reports for senior management or clients. Their work helps guide the investment strategies of their organizations, and they often interact with clients, portfolio managers, and senior analysts. Investment Associates typically have strong quantitative skills and may work long hours, especially during deal cycles.
What does an investment associate do?
An investment associate works with investment analysts to perform a wide range of duties necessary for managing the investments of corporations and municipalities. As an investment associate, your responsibilities are to review the financial data and potential investments of a company to strategize the best plan to increase profits. You may help a client with buying stock, perform risk analysis, review a client’s portfolio, compile and interpret financial data, and assist with corporate mergers. Due to the varied nature of a client’s needs, your responsibilities also vary depending on the account.
What are the key skills and qualifications needed to thrive as an investment associate, and why are they important?
To thrive as an Investment Associate, you need strong analytical skills, financial modeling abilities, and a degree in finance, economics, or a related field. Familiarity with financial analysis tools like Excel, Bloomberg, and often a CFA designation are typically expected. Excellent communication, attention to detail, and the ability to work collaboratively are key soft skills for this role. These competencies are important for accurately assessing investment opportunities, supporting decision-making, and building trusted client and team relationships.
What are some typical challenges faced by investment associates during due diligence processes?
Investment Associates often face the challenge of managing large volumes of data and tight timelines when conducting due diligence on potential investments. They must analyze financial statements, market trends, and operational risks, all while ensuring accuracy and thoroughness. Balancing multiple projects and liaising with internal teams, external consultants, and portfolio company management can also be demanding. Proactive communication and strong organizational skills are key to overcoming these challenges and delivering actionable recommendations to senior team members.
What is the difference between Investment Associate vs Financial Analyst?
| Aspect | Investment Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, possibly CFA Level I | Bachelor's degree, CFA Level I often preferred |
| Work Environment | Investment firms, asset management, private equity | Corporations, banks, investment firms |
| Employer & Industry Usage | Common in asset management and private equity | Widespread across finance sectors |
| Common Search & Comparison | Yes | Yes |
Investment Associates typically focus on supporting investment transactions, conducting due diligence, and preparing reports within investment firms. Financial Analysts analyze financial data, prepare reports, and support decision-making across various industries. While both roles require similar credentials and often work in related environments, Investment Associates are more involved in the investment process itself, whereas Financial Analysts focus on data analysis and reporting.
More about Investment Associate jobs
What are the most commonly searched types of Investment jobs in Alabama?
The most popular types of Investment jobs in Alabama are:
What are popular job titles related to Investment Associate jobs in Alabama?
For Investment Associate jobs in Alabama, the most frequently searched job titles are:
What job categories do people searching Investment Associate jobs in Alabama look for?
The top searched job categories for Investment Associate jobs in Alabama are:
What cities in Alabama are hiring for Investment Associate jobs?
Cities in Alabama with the most Investment Associate job openings:
Job description
Overview
Connecting clients to markets - and talent to opportunity.
With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.
Responsibilities
We are seeking a detail-oriented and client-focused Client Onboarding Associate to join our Managed Accounts Team. This role is responsible for facilitating the onboarding of managed account relationships, supporting portfolio model implementation, and servicing client accounts across portfolio management platforms. The ideal candidate will possess strong organizational skills, an analytical mindset, and a commitment to delivering exceptional service to financial advisors and clients. The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and internal departments to ensure a seamless onboarding experience and ongoing account maintenance.
Qualifications
This onsite entry level role in Birmingham, AL offers compensation typical for entry-level financial services positions in the region.
Relocation will not be provided for this position.
#LI-OnSite
Connecting clients to markets - and talent to opportunity.
With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.
Responsibilities
We are seeking a detail-oriented and client-focused Client Onboarding Associate to join our Managed Accounts Team. This role is responsible for facilitating the onboarding of managed account relationships, supporting portfolio model implementation, and servicing client accounts across portfolio management platforms. The ideal candidate will possess strong organizational skills, an analytical mindset, and a commitment to delivering exceptional service to financial advisors and clients. The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and internal departments to ensure a seamless onboarding experience and ongoing account maintenance.
- Coordinate the onboarding of managed account relationships from account opening through funding and implementation.
- Review account documentation for completeness and accuracy, ensuring compliance with firm and regulatory requirements.
- Assist advisors and internal partners with account setup, releasing accounts to invest, and account maintenance requests.
- Assist with the creation, maintenance, and implementation of investment models within portfolio management systems.
- Process account maintenance requests, tradee holds, cash raises, model changes, and other service-related transactions.
- Support advisors with portfolio management system inquiries and account servicing needs.
- Research and resolve account discrepancies in a timely manner.
Qualifications
- Bachelor's degree or equivalent experience in Finance, Business Administration, or a related field.
- 1-3 years of experience in wealth management, investment advisory services, financial services, or account administration.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office, particularly Excel.
- Experience supporting managed accounts or advisory platforms.
- Knowledge of portfolio management systems such as Envestnet, Advyzon, or similar platforms.
- Familiarity with investment models, portfolio construction concepts, and account management processes.
- Understanding of brokerage and advisory account operations.
This onsite entry level role in Birmingham, AL offers compensation typical for entry-level financial services positions in the region.
Relocation will not be provided for this position.
#LI-OnSite
About StoneX Market Intelligence
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
New York, NY, US
Year founded
1924