Investment Specialist jobs in the United States

Investment Specialist invests in and sells short-term securities, including commercial paper to meet short-term investment and financing needs. Tracks market rates, sets rates to be paid, and the daily quantity to be sold. Being an Investment Specialist prepares periodic investment reports. Requires a bachelor's degree. Additionally, Investment Specialist typically reports to a manager. Investment Specialist is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Investment Specialist typically requires 7+ years of related experience. (Copyright 2020

Financial Planning Specialist
  • Company Name Withheld
  • Pittsburgh, PA
  • The Financial Planning Specialist assists the firm's team of 13 financial advisors in the creation of financial plans by preparing and constructing preliminary financial plans, investment analysis ...
  • 11 hours ago

Experienced Financial Advisor Opening
  • MassMutual Pacific Coast
  • Irvine, CA
  • ... seasoned investment and trust specialists to meet your clients' unique estate planning and wealth management needs - Strategic alliance programs that can help you grow your practice through ...
  • 15 hours ago

Senior Banking Advisor - Private Client Group
  • Maptalent
  • Miami, FL
  • They provide Investment Management and Financial Planning to High Net Worth Individuals. Job ... as specialists across their chosen market sectors. Our consultants have the utmost insight ...
  • yesterday

Branch Manager - Private Client Group / Wealth Management
  • Maptalent
  • Nashville, TN
  • Our client offers the full spectrum of investment solutions, positioning their Financial ... as specialists across their chosen market sectors. Our consultants have the utmost insight ...
  • yesterday

Internal Wholesaler - Ideas Team (Annuities, Life Insurance)
  • The Pacific Bridge Companies
  • Pasadena, CA
  • Fast growing Global Wealth Management Specialty Services Company is seeking experienced insurance/investment specialists to join our Ideas Team. Position Summary: This is a highly analytical ...
  • yesterday

Account Services Specialist
  • Foundations Investment Advisors
  • Scottsdale, AZ
  • Foundations Investment Advisors is dedicated to helping investors make sense of their current and ... We are in search of a dedicated Account Service Specialist. The right candidate will be ...
  • yesterday

Investment Analyst - Senior
  • American CyberSystems
  • Lake Mary, FL
  • SENIOR INVESTMENT ANALYST NOTE: Please review all details below before applying! We are actively ... The QSR Client Specialist role is critical in providing top quality service to clients and for ...
  • 2 days ago

Finance - Entry Level - Mutual Funds
  • Asset Staffing
  • Nashville, TN
  • Client Service Specialist will be responsible for providing support to Financial Advisors and ... Prior experience within Wealth Management or Investment Companies Preferred. Strong organization ...
  • 2 days ago

Income Estimation for Investment Specialist jobs
$95,358 to $161,237