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Investment Associate Jobs in Foley, AL (NOW HIRING)

Stifel

Registered Client Service Associate

Pensacola, FL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific ...

Waverly Advisors, LLC

Associate Wealth Advisor

Pensacola, FL

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... As an Associate Wealth Advisor, you will play a key role in providing comprehensive financial ...

Waverly Advisors, LLC

Associate Wealth Advisor

Pensacola, FL · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... As an Associate Wealth Advisor, you will play a key role in providing comprehensive financial ...

Johnston & Murphy

Full-Time Stock Associate

Foley, AL · On-site

$12.75 - $16.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Stifel

Registered Client Service Associate

Pensacola, FL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific ...

Stifel

Registered Client Service Associate

Pensacola, FL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific ...

Johnston & Murphy

Full-Time Stock Associate

Foley, AL · On-site

$12.75 - $16.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Johnston & Murphy

Full-Time Stock Associate

Foley, AL · On-site

$12.75 - $16.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Johnston & Murphy

Full-Time Stock Associate

Foley, AL

$12.75 - $16.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Johnston & Murphy

Full-Time Stock Associate

Foley, AL

$12.75 - $16.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Johnston & Murphy

Full-Time Sales Associate

Foley, AL · On-site

$15 - $17/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Johnston & Murphy

Full-Time Sales Associate

Foley, AL · On-site

$15 - $17/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Johnston & Murphy

Full-Time Sales Associate

Foley, AL · On-site

$15 - $17/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Johnston & Murphy

Full-Time Sales Associate

Foley, AL

$15 - $17/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Johnston & Murphy

Full-Time Sales Associate

Foley, AL

$15 - $17/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Johnston & Murphy

Full-Time Sales Associate

Foley, AL · On-site

$15 - $17/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Johnston & Murphy

Full-Time Sales Associate

Foley, AL · On-site

$15 - $17/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Johnston & Murphy

Full-Time Sales Associate

Foley, AL · On-site

$15 - $17/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Foley, AL

Investment Associate information

See Foley, AL salary details

$18.8K

$83.1K

$182.7K

How much do investment associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for investment associate in Foley, AL is $83,076.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,600.00 and $100,600.00 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.

More about Investment Associate jobs

What job categories do people searching Investment Associate jobs in Foley, AL look for?

The top searched job categories for Investment Associate jobs in Foley, AL are:

What cities near Foley, AL are hiring for Investment Associate jobs?

Cities near Foley, AL with the most Investment Associate job openings:

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Foley, AL as of August 2026, with employment types broken down into 1% As Needed, 63% Full Time, 34% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $83,076 per year, or $39.9 per hour.

Investment Services Operations Specialist

Navy Federal Credit Union

Pensacola, FL • On-site

Other

This job post has expired today. Applications are no longer accepted.

Navy Federal Credit Union rating

8.1

Company rating: 8.1 out of 10

Based on 275 frontline employees who took The Breakroom Quiz

61st of 150 rated financial services

Job description

Overview

Provides operational and administrative support functions for Navy Federal Financial Group's brokerage, digital, and insurance services. Acts as a "Principal" for assigned new accounts for NFIS and reviews/approves new accounts and trades for securities, digital investor, and insurance businesses. Focuses on processing, documentation, and compliance support under the guidance of senior staff. Ensure accuracy in account setup, document handling, and regulatory adherence while developing foundational expertise in securities operations.

Responsibilities

  • Review, process, and approve account paperwork for investment services and digital investor for completeness and accuracy
  • Support internal and external audits by gathering and organizing required documentation
  • Respond to routine inquiries from internal staff and vendors regarding account status and documentation
  • Maintain current knowledge of SEC, FINRA, and internal policies; escalate complex issues to senior staff
  • Assist in tracking and filing securities and insurance records in compliance with regulatory standards
  • Participate in team meetings and training sessions to build operational knowledge
  • Monitor shared mailboxes, open ticket queues, coordinate responses to operational, compliance, technical, and data and analytics requests, and support timely resolution
  • Collaborate with Client Relationship Managers and other internal stakeholders to resolve basic operational issues
  • Compile statistical/historical data for group/division reports, audits and projects, distributes to management or third parties/auditors
  • Contact members, Navy Federal staff and vendors to obtain additional information, initiate resolution of missing and/or incomplete document issues
  • Educate Client Relationship Managers on systems, process and procedures, timelines and best practices related to securities and insurance documentation, filing and reporting
  • Perform other related duties as assigned or appropriate

Qualifications

  • 2+ years of experience in the financial services industry, preferably in Securities and Insurance, providing operational and/or administrative support
  • Knowledge of Securities and Insurance, and application of broker/dealer operations methods, and procedures
  • Working knowledge of SEC and FINRA regulations regarding the maintenance of securities records
  • Upon selection for this position, the incumbent will be required to obtain FINRA Series 7 and 24, NASAA Series 65 or 66 (and 63 in states where required) registration and Life & Health Insurance License to be obtained within 120 days
  • Experience using CRD & IARD databases to create/update registered securities employee records
  • Ability to work independently and in a team environment
  • Effective skill following, interpreting and applying relevant data/instructions to guidelines, procedures, practices and regulations
  • Skill interacting with staff, management, vendors, members diplomatically & tactfully
  • Skill to influence, negotiate & persuade to reach agreeable exchange & positive outcomes

  • Effective verbal and written communication skills

    Desired

  • Proficiency with database, imaging systems and word processing software
  • Demonstrated ability to exercise initiative and judgment, and to work independently and as a team member

  • FINRA Series 7 and 24, NASAA Series 65 or 66 (and 63 in states where required) registration and Life & Health Insurance License

    Hours:

  • Monday - Friday 8:30 AM - 5:00 PM

Location:

  • 820 Follin Lane, Vienna, VA 22180
  • 9999 Willow Creek Road, San Diego, CA 92131
  • 5550 Heritage Oaks Drive, Pensacola, FL 32526

About Us

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion. * FORTUNE 100 Best Companies to Work For 2026 * Yello and WayUp Top 100 Internship Programs 2025 * Computerworld Best Places to Work in IT 2026 * Most Loved Workplace - America's Top Most Loved Workplaces 2025 * 2025 PEOPLE Companies That Care * Newsweek Most Trustworthy Companies in America 2026 * Military Times 2025 Best for Vets Employers * Forbes 2026 America's Best Large Employers * Forbes 2025 America's Best Employers for New Grads * Forbes 2025 America's Best Employers for Tech Workers * 2025 RippleMatch Campus Forward Award Winner for Overall Excellence * Military.com Top Military Spouse Employers 2025 * 2026 Handshake Early Talent Award * Newsweek America's Greatest Workplaces for Culture, Belonging and Community 2026 From Fortune Magazine. 2026 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. Fortune Magazine, Fortune Media (USA) Corporation, and its affiliates are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union. Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status. Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site. Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process. Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

What Navy Federal Credit Union employees say

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About Navy Federal Credit Union

Sourced by ZipRecruiter

Navy Federal Credit Union, based in Vienna, Virginia, United States, is a significant player in the financial services industry. Their official website is navyfederal.org. With its roots dating back to 1933, it was initially established to provide credit to Navy members. Over the years, Navy Federal has magnified its scope, evolving into a full-service credit union serving all branches of the military, the Department of Defense, veterans, and their families. The company’s core values include integrity, service, education, and leadership. Navy Federal aims to be the most preferred and trusted financial institution serving the military and their families.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Vienna, VA, US

Year founded

1933

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