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Investment Associate Jobs in Beloit, WI (NOW HIRING)

Comcast

Xfinity Retail Service Associate

Rockford, IL · On-site

$17/hr

Job Summary The Retail Service Associate supports the store team in delivering a best-in-class ... Do what's right for customers, teammates, communities, and investors. Disclaimer This description ...

UMB Financial

Trust Officer Sr

Rockford, IL

$117K - $173K/yr

When appropriate, for accounts without an assigned Portfolio Manager, provides investment ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Beloit, WI

Investment Associate information

See Beloit, WI salary details

$21.5K

$94.9K

$208.8K

How much do investment associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for investment associate in Beloit, WI is $94,939.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,600.00 and $114,900.00 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?

AspectInvestment AssociateFinancial Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, CFA Level I often preferred
Work EnvironmentInvestment firms, asset management, private equityCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and private equityWidespread across finance sectors
Common Search & ComparisonYesYes

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.

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What are popular job titles related to Investment Associate jobs in Beloit, WI?

For Investment Associate jobs in Beloit, WI, the most frequently searched job titles are:

What cities near Beloit, WI are hiring for Investment Associate jobs?

Cities near Beloit, WI with the most Investment Associate job openings:

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Beloit, WI as of August 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $94,939 per year, or $45.6 per hour.

Sales Associate Blufox Mobile- Machesney Park

Blufox Mobile

Rockford, IL • On-site

$18 - $35/hr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 8 hours ago

Job description

Job Type: Full-Time
Pay: $35,000 - $65,000+ annually
Compensation: Hourly Base Pay + Uncapped Commission
Expected Earnings: $18-$35+ per hour
Launch Your Sales Career with Blufox Mobile
Are you a motivated, outgoing, and customer-focused professional looking for a rewarding career in retail sales, wireless sales, telecommunications, or customer service?
Blufox Mobile, a preferred retail partner of Comcast Xfinity, is actively hiring Sales Associates / Retail Sales Representatives to join our growing team. Whether you have experience in wireless sales, cable sales, retail sales, customer service, hospitality, automotive sales, door-to-door sales, or technology sales, we provide the training and tools you need to succeed.
With operations in 15 states and plans to exceed 200 retail locations nationwide, there has never been a better time to join a company that promotes from within and rewards performance.
Why Join Blufox Mobile?
Earn More
• Competitive hourly pay
• Uncapped commission structure
• Average earnings of $18-$35+ per hour
• Top performers regularly exceed earnings expectations
Career Advancement
• Fast-track promotion opportunities
• Leadership development programs
• Internal promotions to Lead Sales Associate, Senior Lead, Assistant Manager, and Store Manager
• Many of our current managers started as Sales Associates
Outstanding Benefits
• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k) Retirement Plan
• Paid Training
• Paid Career Development
• Employee Stock Ownership Program (ESOP) at select locations
• Employee Recognition and Performance Rewards
Exclusive Blufox Programs
Blufox Raise Program
o Earn multiple raises throughout the year based on performance
o Take control of your compensation growth
Blufox Milestone Program
o Ongoing rewards and recognition for hitting sales goals
o Clear path for advancement based on achievement
Blufox Winners Circle
o Annual all-expenses-paid trip to Mexico for top-performing Sales Associates, Managers, and District Managers
What You'll Do
Retail Sales & Customer Engagement
o As a Sales Associate, you'll help customers find the best Xfinity solutions for their needs while maximizing your earnings through consultative selling and exceptional customer service.
o You'll promote:
• High-Speed Internet
• Xfinity Mobile
• Home Security Solutions
• Cable Television Services
• Voice Services
• Smart Home Products
Sales Responsibilities
• Present and sell Xfinity products and services to new and existing customers
• Build value around products and service packages
• Identify customer needs and recommend customized solutions
• Upsell and cross-sell services to maximize customer satisfaction and sales performance
• Consistently meet and exceed sales goals
• Execute proven sales closing techniques
• Maintain product knowledge and stay current on industry trends
Customer Service Responsibilities
• Deliver exceptional customer experiences
• Build strong relationships with customers
• Resolve customer concerns professionally
• Achieve high customer satisfaction and Net Promoter Scores (NPS)
• Create a welcoming and engaging retail environment
Team & Store Responsibilities
• Collaborate with teammates to achieve store goals
• Maintain store appearance and merchandising standards
• Participate in ongoing training and development
• Support company initiatives and promotions
Qualifications
Required
• High School Diploma or GED
• Reliable transportation
• Ability to work a flexible schedule including evenings and weekends
• Ability to stand for extended periods
• Ability to lift up to 25 pounds
• Strong communication and interpersonal skills
• Positive attitude and willingness to learn
Preferred
• Retail Sales Experience
• Wireless Sales Experience
• Telecommunications Sales Experience
• Cable Sales Experience
• Customer Service Experience
• Technology Sales Experience
• Commission-Based Sales Experience
No telecommunications experience? No problem. We provide comprehensive paid training and ongoing support to help you become a top performer.
Ideal Backgrounds
We encourage candidates with experience in the following industries to apply:
Retail Sales; Wireless Sales; Cellular Sales; Telecommunications; Comcast/Xfinity; Verizon; AT&T; T-Mobile; Spectrum; Customer Service; Hospitality; Restaurant Management; Banking; Insurance Sales; Automotive Sales; Direct Sales; Business Development
Join a Company That Invests in You
At Blufox Mobile, your success drives our success. If you're looking for a career with unlimited earning potential, professional growth, industry-leading training, and a fun, high-energy environment, apply today and become part of one of the fastest-growing telecommunications retailers in the country.

Apply