Investment Manager manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at America First Credit Union in the American Fork, UT area.
As an Investment Sales Assistant , you become part of the credit union environment providing support to Financial Advisors along with helping to build member relationships.
The position is responsible for support and coordination of all activities related to client service, processing of paperwork and coordination of business development activities, as well as for a contribution to sales if appropriately licensed.
CFS (Member FINRA / SIPC) is a broker-dealer and RIA with a stable, 24-year track record of serving the investment needs of credit unions and their members.
We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to get there.
We are led by visionary financial services leaders who see farther. We are ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.
We invite you to join our winning team! Established in 1939, America First Credit Union has over $10 billion in assets and more than 1M members.
America First Credit Union is one of the largest, most stable, and most progressive credit unions in the country, and has remained a member-owned, not-for-profit cooperative financial institution since its inception over seven decades ago.
To learn more, visit www.americafirst.com Desired Qualifications : Licenses and Registrations : FINRA Series 7, 63 / 65 (or 66), and Insurance licenses preferred but not required.
A minimum 2 years of experience in a support, sales, or administrative capacity in a financial service or sales environment Excellent organizational and communication skills Investment Sales Assistants are employed and may be registered through CFS (Member FINRA / SIPC).
Last updated : 2024-03-23
0 Investment Manager jobs found in Provo, UT area