Investment Associate

Location
Washington, DC
Salary
50-65k
Posted
Nov 02, 2020
Closes
Dec 07, 2020
Ref
5419009
Function
Administrative
Industry
Other
Hours
Full Time
Are you looking for stability and growth? Have a degree in Finance and ready to put it to use?

Leading financial services firm in Washington, D.C. is seeking an Investment Associate to join their team.

This is an exciting opportunity to support a team of Financial Advisors with portfolio analysis, retirement planning, client prospecting, and more!

This company believes on promoting their internal staff, offering continued learning opportunities, and full support from management along the way. Gorgeous offices in the heart of the city, metro accessible, and fully stocked kitchen offering variety of beverage/healthy snacks to keep you prepared for success each day!

We are seeking candidates who want to grow their career in wealth management. This is a full-time, direct hire role with excellent benefits. If you are looking for a firm, that takes pride in continual learning and education of their staff this could be a great opportunity for you.

Job Requirements

Must have degree in Finance or Business

Internships or related experience in wealth management preferred

Series 7 and/or 63 preferred

Min. of 2-3 years experience working in Wealth Management

Additional Information

NRI is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, among other things, or status as a qualified individual with disability.

Meet Your Recruiter

Sandra Kamholz
Senior Recruiter

Thanks for visiting my Bio! I've had the pleasure of working with NRI Staffing Resources for over 20 years now! If you are interested in this position or other opportunities, I'm happy to review your resume to see if I can assist you with your job search! My direct email is skamholz@nri-staffing.com . I currently recruit for ALL of our locations in Northern VA area, Maryland, and Washington, D.C. I specialize in placement for the following roles:

- Executive Assistant (mid-high level roles) AND Administrative Assistant (entry-mid level roles) Also place Office Assistants, Receptionists, etc.

- Human Resources (HR Assistants, Coordinators, Generalists, Training roles, and more!

- Customer Service (Call Center, Customer Service, etc.)

- Property Management (entry/mid level roles to Executive Management) - Commercial and Residential firms

- Legal (Paralegal, Legal Assistant, Legal Secretary, and more!)

- Concierge roles at Residential and Commercial Buildings (in and around DC area)

If you aren't a fit for this role, still feel free to email you resume for consideration of other opportunities we have open.

  • skamholz@nri-staffing.com
  • Connect on LinkedIn

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