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Investment associate Jobs in Richardson, TX

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Investment associate • richardson tx

Last updated: 1 day ago
  • Promoted
Investment Sales Manager

Investment Sales Manager

Carr Talent AcquisitionRichardson, TX, US
Full-time
We are a family-owned and operated Real Estate Investment company in Richardson, TX.Since 2016 we have worked to provide win-win solutions for homeowners who want to sell their homes quickly withou...Show moreLast updated: 21 days ago
  • Promoted
Investment Advisor Counselor

Investment Advisor Counselor

Software Placement GroupPlano, TX, US
Full-time
As an Investment Advisor Counselor at our company, you will serve an integral role in managing client assets and forming strategic partnerships with key stakeholders and experts within our firm to ...Show moreLast updated: 27 days ago
  • Promoted
Investment Real Estate Account Executive

Investment Real Estate Account Executive

Easy Street CapitalAustin, Texas Metropolitan Area, United States
Full-time
Account Executive (Inside Sales) to provide loans for real estate investors looking for financing residential (1-10 unit) investment properties with DSCR Loans, RTL (Bridge / Fix And Flip) and Ground...Show moreLast updated: 30+ days ago
Investment Consultant - Plano, TX

Investment Consultant - Plano, TX

Fidelity InvestmentsPlano, TX, US
Full-time
You joined the financial services industry to make a difference in the lives of your clients.At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry l...Show moreLast updated: 30+ days ago
  • Promoted
Investment Counselor (Financial Advisor Alternative)

Investment Counselor (Financial Advisor Alternative)

Fisher InvestmentsPlano, TX, US
Full-time
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients.Since 1995, Fisher Investments has developed a specialized approach focused on our pr...Show moreLast updated: 2 days ago
Investment Advisor - Counselor

Investment Advisor - Counselor

Lordan AssociatesPlano, TX
Permanent
In this role, the successful candidate will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and a professional sales team to give clients the b...Show moreLast updated: 30+ days ago
Investment Advisor - Counselor

Investment Advisor - Counselor

The Recruiting ProPlano, TX
Full-time
In this role, the successful candidate will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and a professional sales team to give clients the b...Show moreLast updated: 30+ days ago
Senior Investment Advisor

Senior Investment Advisor

Hancock WhitneyPlano, TX
Full-time
Thank you for your interest in our company! To apply, click on the button above.You will be required to create an account (or sign in with an existing account). Your account will provide you access ...Show moreLast updated: 30+ days ago
Investment Advisor - Counselor

Investment Advisor - Counselor

Easley Resource GroupPlano, TX, US
Full-time
In this role, the successful candidate will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and a professional sales team to give clients the b...Show moreLast updated: 30+ days ago
Sr. Data Scientist - Investment Risk

Sr. Data Scientist - Investment Risk

F1114 Franklin Templeton Companies, LLCTexas, United States of America
Full-time
The Investment Risk Data and Analytics team plays a pivotal role in developing data and analytical solutions.The team is part of Investment Risk Management Group and supports multiple investment ri...Show moreLast updated: 30+ days ago
Investment Analytics Associate, Tactical Allocation

Investment Analytics Associate, Tactical Allocation

National Life GroupAddison, TX, US
Full-time
The Investment Analytics Associate will play a critical role in the Tactical Asset Allocation team, transforming complex data into actionable insights that optimize our investment process.Craft and...Show moreLast updated: 30+ days ago
Investment Advisor - Counselor

Investment Advisor - Counselor

Bridgeway ProfessionalsPlano, TX
Full-time
In this role, the successful candidate will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and a professional sales team to give clients the b...Show moreLast updated: 30+ days ago
Investment Advisor - Counselor

Investment Advisor - Counselor

Career Professionals, IncPlano, TX
Permanent
In this role, the successful candidate will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and a professional sales team to give clients the b...Show moreLast updated: 30+ days ago
Investment Advisor - Counselor

Investment Advisor - Counselor

Integra PersonnelPlano, TX
Permanent
In this role, the successful candidate will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and a professional sales team to give clients the b...Show moreLast updated: 30+ days ago
  • Promoted
Investment Advisor

Investment Advisor

Staffing in MotionPlano, TX, US
Full-time
This role is with a large Portfolio Management firm with over $200 billion in assets under management.Each client would have a separately managed portfolio based on their risk tolerance and asset a...Show moreLast updated: 2 days ago
  • Promoted
Senior Investment Analyst

Senior Investment Analyst

VirtualVocationsGarland, Texas, United States
Full-time
Investment Analyst to evaluate credit risk factors in structured products portfolios.Key Responsibilities Identify and quantify key credit risk factors in structured products and optimize the ove...Show moreLast updated: 2 days ago
Senior Associate, Investment Analytics and Data (DevOps)

Senior Associate, Investment Analytics and Data (DevOps)

Dimensional Fund AdvisorsTexas,Remote
Remote
Full-time
The Research Department at Dimensional is integral both in the successful day-to-day functioning of the firm and in developing Dimensional’s long-term strategy. The team produces high-quality, thoug...Show moreLast updated: 30+ days ago
Investment Advisor

Investment Advisor

Staffing In MotionPlano, Texas, USA
Full-time
This role is with a large Portfolio Management firm with over $200 billion in assets under management.Each client would have a separately managed portfolio based on their risk tolerance and asset a...Show moreLast updated: 1 day ago
Investment Advisor - Counselor

Investment Advisor - Counselor

Apple & AssociatesPlano, TX
Permanent
In this role, the successful candidate will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and a professional sales team to give clients the b...Show moreLast updated: 30+ days ago
Investment Sales Manager

Investment Sales Manager

Carr Talent AcquisitionRichardson, TX, US
21 days ago
Job type
  • Full-time
Job description

About Us :

We are a family-owned and operated Real Estate Investment company in Richardson, TX. Since 2016 we have worked to provide win-win solutions for homeowners who want to sell their homes quickly without the traditional listing. We believe in going above and beyond to help our sellers. Whatever obstacles homeowners are facing logistically, we are ready to help! Selling your home does not need to be stressful. Whatever your reason for wanting to sell your Dallas house, (foreclosure, divorce repairs, or anything else,) our goal is a people-first approach to get the job done.

Job Summary :

We are looking for a highly energetic, tenacious, resilient, and strong communicator to join our team as an Investment Sales Manager. In this role, there will be an emphasis on building relationships with experienced real estate investors within our current database as well as cultivating new relationships on behalf of the Company. These relationships will be built, maintained, and managed for the purpose of selling properties held and controlled by our Company. You must be comfortable with negotiating, closing sales, and using basic math. The basic math skills will be essential for you to be able to understand what makes a good deal by evaluating after repair sale values, estimated repair costs, and profit expectations. Your main goal will be to sell properties to an end buyer. An outgoing and persuasive communication style will be critical to your success in establishing and maintaining healthy relationships with our end buyers while always maintaining control of every negotiation.

Company-wide Expectations :

Perseverance ~ Discipline ~ Intelligent ~ Hungry ~ Humble. If you feel that you possess these qualities and want to be part of a team that puts family first while creating a successful work environment that allows its employees to achieve their goals, then you might be the right fit.

What We Offer

  • 50,000 base salary + 1.5% commission on gross profit per sale (OTE average of $120-$150k).
  • Full-time W-2 employment + medical benefits
  • Flexible PTO
  • Proven systems, structured processes, and a disciplined in-office environment
  • Hands-on training and monthly one-on-one coaching focused on growth and personal goals
  • Supportive, high-energy team culture where hard work is recognized and rewarded
  • Fun team outings-go-karts, golf, lunches, and even game shows
  • Strong camaraderie, daily collaboration, and a clear path for advancement
  • Real stories of success : team members who hustle consistently rise and thrive

Key Responsibilities :

  • Source and build relationships with buyers on a regular and consistent basis
  • Market our available properties utilizing online and offline marketing strategies
  • Willing to get on the phone and be in-person with buyers, including consistent follow-up
  • Schedule and conduct property showings
  • Generate and close your assigned leads and contracts in a timely manner
  • Manage a pipeline of prospects and act as lead contact for buyers
  • Receive and review buyers / investor purchase contracts
  • Negotiate with buyers on properties and overcome price objections and sell company's assets
  • Network with new buyer contacts in order to develop and grow our existing buyers list
  • Use the CRM (Salesforce) daily to add, update and stay on task until deals are closed
  • Much of your time will be spent on the phone building relationships and closing deals
  • Maintain regular reporting against KPIs and goals
  • Help to develop and implement improvement strategies with the goal of maximizing revenue
  • QUALIFICATIONS :

  • Proven track record of success in sales, hitting KPIs / goals, negotiations, and closing sales - should be itching to make and close deals!
  • 3+ years of sales experience (preferably in financial or real estate backgrounds, but not required).
  • Enthusiastic about your work and providing the best possible customer service for clients and customers
  • Excellent written, grammar, and verbal communication skills, over the phone, in- person, and via email
  • Great people skills and adaptive to all personality types
  • Go-getter (take initiative, think on your feet)
  • Responsible, reliable, dependable (show up on time and do what you say you're going to do)
  • Personal and professional development oriented (always learning and growing)
  • Professional demeanor with passion for what you do
  • Organized, detail-oriented, follows and maintains process, and great at time management (ability to prioritize and make best use of time)
  • Experience with a CRM and other sales tools preferred, but not required - we use Salesforce
  • Tech savvy - able to navigate and maximize use of our platforms, systems, and technology
  • Ability to work full-time Monday-Friday and on-site
  • Department Sales Role Investment Sales Manager Locations Richardson, TX Yearly salary $120,000 - $150,000 Employment type Full-time