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Investment associate Jobs in Cary, NC

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Investment associate • cary nc

Last updated: 7 hours ago
Investment Advisor Representative

Investment Advisor Representative

The Pelora GroupRaleigh, NC, US
Full-time
About You : Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone? A...Show moreLast updated: 30+ days ago
  • Promoted
Regional Vice President of Investment Sales

Regional Vice President of Investment Sales

Staffing in MotionRaleigh, NC, US
Full-time
Firm : Large global portfolio management firm with over 250 billion in assets under management.Each client would have a separately managed portfolio based on their risk tolerance, asset allocation a...Show moreLast updated: 30+ days ago
  • Promoted
Industrial Commercial Real Estate Investment Sales Agent

Industrial Commercial Real Estate Investment Sales Agent

Marcus & MillichapRaleigh, NC, US
Full-time
We maintain a proven agent development model that offers significant earnings potential within a collaborative environment. Our Ideal candidate possesses the following attributes : .Self-motivated, am...Show moreLast updated: 30+ days ago
  • Promoted
Hybrid Real Estate Investment Representative / Disposition Agent

Hybrid Real Estate Investment Representative / Disposition Agent

RebuiltRaleigh, NC, US
Full-time
Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-r...Show moreLast updated: 30+ days ago
Alternative Investment Sales Specialist Account Executive

Alternative Investment Sales Specialist Account Executive

Lincoln Financial GroupRaleigh, NC (North Carolina)
Full-time
Develop deep understanding of Lincoln Financial’s Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with Sales t...Show moreLast updated: 30+ days ago
  • Promoted
Investment Research Analyst

Investment Research Analyst

CAPTRUSTRaleigh, NC, US
Full-time
This position is responsible for disseminating information on the industry and contributes to the performance of the firm's individual equity strategies through research findings and actionable rec...Show moreLast updated: 28 days ago
  • Promoted
  • New!
Web Engineer – API / Microservices (Cary)

Web Engineer – API / Microservices (Cary)

Associate StaffingCary, NC, US
Part-time
Web Engineer – API / Microservices.Our client is a global innovator in real-time digital technology and interactive systems. Their platforms support high-traffic web services, APIs, and microservice...Show moreLast updated: 7 hours ago
Real Estate Investment Analyst Expert

Real Estate Investment Analyst Expert

AfterQueryRaleigh, North Carolina, US
Remote
Part-time
Create Excel-based property valuation and cash flow models, then distill investment theses into professional PowerPoint pitch decks for real estate opportunities ranging from residential to c...Show moreLast updated: 30+ days ago
Sales Executive - Insurance Investment Accounting Solutions

Sales Executive - Insurance Investment Accounting Solutions

SS&C TechnologiesNC, US
Full-time
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financia...Show moreLast updated: 30+ days ago
Associate Director - Investment Sales

Associate Director - Investment Sales

BerkadiaRaleigh, North Carolina, US
Full-time
The Associate Director will be responsible for assisting Investment Advisors in representing clients in the buying and selling of commercial properties. The Associate Director will also assist the I...Show moreLast updated: 30+ days ago
Investment Advisor - PNCI (F)

Investment Advisor - PNCI (F)

PNCRaleigh, NC, USA
Full-time
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.As an Investment Advisor w...Show moreLast updated: 30+ days ago
  • Promoted
Investment Banking Associate

Investment Banking Associate

UndisclosedRaleigh, NC, United States
Full-time
I recently have been retained by a Middle Market Investment Bank in Raleigh NC.The firm is seeking Investment Banking Associates to join their Industrials M&A team (Construction Materials).This gro...Show moreLast updated: 11 days ago
  • Promoted
Real Estate Agent / Associate (Investment Sales)

Real Estate Agent / Associate (Investment Sales)

Greysteel Company LLCRaleigh, NC, US
Full-time
Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel's collaborative platform for their success.As...Show moreLast updated: 18 days ago
  • Promoted
Junior Corporate / Securities Associate - Investment Funds Group

Junior Corporate / Securities Associate - Investment Funds Group

NavigaRaleigh, NC, US
Full-time
Our client, a leading global business law firm, is seeking a collaborative, results-driven individual who thrives in a fast-paced environment and excels at problem-solving.At its core, the firm is ...Show moreLast updated: 30+ days ago
  • Promoted
Remote Tax Supervisor HNW / Investment Partnership

Remote Tax Supervisor HNW / Investment Partnership

JobotRaleigh, NC, US
Remote
Permanent
Are you a seasoned tax professional with a knack for high net worth (HNW) individuals and investment partnerships? Do you have a deep understanding of private equity, hedge funds, and the intricaci...Show moreLast updated: 16 days ago
  • Promoted
  • New!
Investment Accountant

Investment Accountant

VirtualVocationsRaleigh, North Carolina, United States
Full-time
A company is looking for an Investment Accountant responsible for accounting reconciliations and financial disclosures for investment portfolios. Key Responsibilities Prepare balance sheet and inc...Show moreLast updated: 20 hours ago
  • Promoted
Jr. Corporate / Securities Associate Attorney - Investment Funds

Jr. Corporate / Securities Associate Attorney - Investment Funds

Pernini Legal, LLCRaleigh, NC, US
Full-time
Quick Apply
JUNIOR CORPORATE / SECURITIES ASSOCIATE ATTORNEY.Investment Funds Group - Public REIT Capital Markets.Junior Corporate / Securities Associate Attorney. Real Estate Investment Trusts (REIT) capital mar...Show moreLast updated: 30+ days ago
Real Estate Agent / Associate (Investment Sales)

Real Estate Agent / Associate (Investment Sales)

Greysteel Company LlcRaleigh, NC, US
Full-time
Quick Apply
The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platfor...Show moreLast updated: 24 days ago
  • Promoted
Licensed Investment Specialist

Licensed Investment Specialist

First Citizens BankRaleigh, NC, US
Full-time
The Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients. The Investment Specialist develops an understanding of each client or pro...Show moreLast updated: 30+ days ago
Sales Executive - Insurance Investment Accounting Solutions

Sales Executive - Insurance Investment Accounting Solutions

SS&C Technologies HoldingsRemote - South Carolina, US
Remote
Full-time
Sales Executive - Insurance Investment Accounting Solutions.SS&C sells innovative technology and value-add services to insurance companies that need timely, accurate accounting and reporting fo...Show moreLast updated: 2 days ago
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Investment Advisor Representative

Investment Advisor Representative

The Pelora GroupRaleigh, NC, US
30+ days ago
Job type
  • Full-time
Job description

About You : Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone? As an Investment Advisor Representative (IAR) supported by The Pelora Group, you'll be part of a community of professionals that help will help you determine your purpose, execute your vision, and build your business. You will be a great partner for The Pelora Group if :

  • You're working in financial services and want to take your practice to the next level
  • You place a high value on relationships and your client's experience
  • Have alignment with our firm's core values of Balance, Growth, Authenticity, Conviction, and Stewardship
  • You appreciate the differences in everyone's situation and have the desire to learn what success means to each client and family that you serve.
  • You thrive on expanding personal knowledge and skills through ongoing professional development
  • You have a strong desire to make a positive impact on your community both professionally and personally
  • You love meeting new people and building a network
  • You are self-motivated and will work determinedly to achieve your vision of success The Pelora Group will be a great partner for you if :
  • You desire to join a community of professionals who are as passionate about your success as you are
  • You value collaboration and localized expert resources
  • You appreciate the idea of being independent but not alone while building and scaling your business.
  • You enjoy the idea of partnering with a team that will help you navigate change, enhance productivity and come alongside you to help you achieve your goals.
  • You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building and shared experiences. Requirements :
  • FINRA licensed series 7 / 66 preferred
  • Life & Health Licensed #LI-MMC1