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Investment Services Associate Jobs in Virginia (NOW HIRING)

BDO

Senior Associate, Investment Banking

Richmond, VA · On-site

... service clients of BDO Capital Advisors. In this role, the BDO Capital Advisors Experienced Senior Associate will work within a team environment to actively manage and assist in the analysis and ...

HomeTrust Bank

Sales and Service Associate

Daleville, VA · On-site

$13.50 - $18/hr

... investment services, and treasury management services. * Participate in branch and bank sales ... by an associate to successfully perform the essential functions of this job. HomeTrust Bank ...

HomeTrust Bank

Sales and Service Associate

Roanoke, VA · On-site

$14.75 - $19.50/hr

... investment services, and treasury management services. * Participate in branch and bank sales ... by an associate to successfully perform the essential functions of this job. HomeTrust Bank ...

HomeTrust Bank

Sales and Service Associate

Roanoke, VA · On-site

$14.75 - $19.50/hr

... investment services, and treasury management services. * Participate in branch and bank sales ... by an associate to successfully perform the essential functions of this job. HomeTrust Bank ...

HomeTrust Bank

Sales and Service Associate

Daleville, VA · On-site

$13.50 - $18/hr

... investment services, and treasury management services. * Participate in branch and bank sales ... by an associate to successfully perform the essential functions of this job. HomeTrust Bank ...

W3Global Inc.

Client Service Associate

Roanoke, VA · On-site

$80K - $110K/yr

Client Service Associate About the Opportunity Our client is an established, independent wealth ... Coordinate with custodians, investment companies, and third-party service providers to facilitate ...

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Investment Services Associate information

What is an investment services associate?

An Investment Services Associate is a financial professional who supports investment advisors and clients by assisting with account management, processing transactions, conducting research, and providing customer service. They often work at banks, wealth management firms, or investment companies. Their primary responsibilities include responding to client inquiries, preparing investment reports, ensuring compliance with regulations, and facilitating smooth operations within the investment team. This role is ideal for those interested in finance, customer service, and gaining experience in investment management.

How does an investment services associate typically collaborate with financial advisors and clients?

Investment Services Associates play a critical support role, working closely with financial advisors to ensure client portfolios are managed efficiently. They gather and prepare account documentation, handle client inquiries, and assist with transactions such as trades or transfers. Regular communication with both advisors and clients is essential to resolve issues promptly and maintain high service standards. This teamwork fosters a collaborative environment where associates can learn from more experienced professionals and expand their industry knowledge.

What are the key skills and qualifications needed to thrive as an investment services associate, and why are they important?

To excel as an Investment Services Associate, you need a solid understanding of financial markets, investment products, and client relationship management, often supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as FINRA Series 7 or 63 are commonly required. Strong communication, analytical thinking, and attention to detail are vital soft skills for building client trust and ensuring accurate transactions. These competencies are crucial for delivering effective investment solutions and maintaining high client satisfaction in a competitive financial environment.

What is the difference between Investment Services Associate vs Financial Advisor?

AspectInvestment Services AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7 and 63 licensesOften requires Series 7, 66/63, and CFP certification
Work EnvironmentBank or brokerage firm, supporting client transactionsIndependent or firm-based, providing personalized financial planning
Employer & IndustryFinancial institutions, investment firmsWealth management firms, independent practices
Search & Comparison IntentUnderstanding entry-level roles supporting investmentsSeeking comprehensive financial planning services

Investment Services Associates primarily support transaction processing and client account management within financial institutions, often requiring licensing. Financial Advisors focus on personalized financial planning and wealth management, often holding additional certifications. While both roles serve clients' investment needs, the Associate role is more support-oriented, whereas the Advisor provides comprehensive financial advice.

What are popular job titles related to Investment Services Associate jobs in Virginia?

For Investment Services Associate jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Investment Services Associate jobs in Virginia look for?

The top searched job categories for Investment Services Associate jobs in Virginia are:

What cities in Virginia are hiring for Investment Services Associate jobs?

Cities in Virginia with the most Investment Services Associate job openings:

Investment Services Associate jobs near you
Infographic showing various Investment Services Associate job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Investment Banking Associate - Defense & Government Services (McLean, VA)

Fwainvest

Mclean, VA • On-site

$80 - $120/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Key responsibilities

  • Formulate new business proposals, develop company forecasts and valuations, and evaluate merger and acquisition scenarios.

  • Perform strategic and tactical financial analysis, modeling, and evaluation to support business decision-making.

  • Prepare documents related to the public issuance of stock and develop materials for sensitive communications.

Job description

## Investment Banking Associate - Defense & Government Services (McLean, VA)Applylocations: Mc Lean, Virginia - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011450**Job Description Summary**Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios and preparing documents related to the public issuance of stock.**Job Description****Responsibilities*** Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature.* Undertake strategic and tactical financial analysis, modeling, and evaluation to support business leaders in their decision-making.* Develop and write materials that are highly visible, such as sensitive press releases or speeches to critical audiences.* Develop a plan and follow up to manage net present value (NPV) analysis on candidates (product pipeline). Perform business case development, financial modeling, and accounting and valuation analyses, incorporating probability, time, cost, budget impacts, and returns, to allow for optimal strategic and investment decision-making. Support to prioritize and close key deals of strategic and/or financial significance for the company.**Skills*** Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.* Develop financial and economic models for financial planning or monitoring purposes.* Estimate and manage the effort and finances to complete the work within budget.* Understand numerical concepts and use them to carry out mathematical operations e.g. in order to analyze reports.**Education**Bachelor’s: Business Administration, Bachelor’s: Finance, Bachelor’s (Required)**Work Experience**General Experience - 3 to 6 years**Certifications**Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Travel****Workstyle**ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr

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