Investment Specialist jobs in Melbourne, FL

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 2024 Salary.com)

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Financial Consultant, Truist Investment Services, Melbourne, FL
  • Truist Bank
  • Melbourne, FL FULL_TIME
  • The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

    Need Help?

    If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

    Regular or Temporary:

    Regular

    Language Fluency:  English (Required)

    Work Shift:

    1st shift (United States of America)

    Please review the following job description:

    JOB SUMMARY
    Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients.

    ESSENTIAL DUTIES AND RESPONSIBILITIES

    Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.  

    1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.

    2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.

    3. Assist clients with trades, requests for information, research, account problems, etc.

    4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.

    5. Participate in the preparation for and delivery of client presentations and engagements.

    6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.

    7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

    QUALIFICATIONS

    Required Qualifications:

    The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.

    2. 4 years professional experience, including 1 year of experience in the securities industry. 

    3. FINRA Series 7 and 66.

    4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.

    5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

    6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

    Preferred Qualifications:

    1. Willingness to pursue additional credentials in the wealth and investment fields.

    General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

    Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

    EEO is the Law   Pay Transparency Nondiscrimination Provision   E-Verify

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Specialist
  • McDonald's
  • Sebastian, FL FULL_TIME
  • Description : McDonald's Works for Me. I’m going places. I want a satisfying career with good benefits and great opportunities for advancement. I have a lot to offer and I want to grow! The Job for Me...
  • 18 Days Ago

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Specialist
  • T-ROC
  • Merritt, FL FULL_TIME
  • At T-ROC you have the POWER TO CREATE CHANGE! As a premiere authorized wireless sales partner working inside of one of the world's largest retailers, you will become an exceptional salesperson! By foc...
  • 22 Days Ago

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Specialist
  • Leonardo DRS
  • Melbourne, FL FULL_TIME
  • Job ID : 109096 The Leonardo DRS Land Electronics business provides C4I Network computing and integrated situational awareness, as well as state-of-the-art embedded diagnostics, vehicle power manageme...
  • 3 Days Ago

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Specialist
  • Embraer
  • Melbourne, FL FULL_TIME
  • POSITION SUMMARY Create, manage, and maintain Aircraft specifications (optional equipment, interior and exterior configuration) through the production build cycle as defined by customer purchase agree...
  • 3 Days Ago

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Specialist
  • T Roc LLC
  • Fort Pierce, FL FULL_TIME
  • At T-ROC you have the POWER TO CREATE CHANGE! As a premiere authorized wireless sales partner working inside of one of the world's largest retailers, you will become an exceptional salesperson! By foc...
  • 17 Days Ago

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0 Investment Specialist jobs found in Melbourne, FL area

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Home Depot Lead Generator
  • Climate Experts Air Plumbing & Electric
  • Melbourne, FL
  • Climate Experts is Now Hiring a Home Depot Lead Generator Earn up to $60,000 + per year working inside Home Depot! Work ...
  • 3/28/2024 12:00:00 AM

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TIN0829 Optometrist-Merritt Island, FL-LensCrafters
  • EssilorLuxottica
  • Merritt Island, FL
  • Requisition ID: 825775 At LensCrafters, we love eyes and care about the people behind them. With over 900 locations, Len...
  • 3/28/2024 12:00:00 AM

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Houseperson
  • La Quinta Melbourne
  • Melbourne, FL
  • Compensation Type: Hourly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
  • 3/27/2024 12:00:00 AM

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Club Floor Attendant- Breakfast Attendant
  • La Quinta Melbourne
  • Melbourne, FL
  • Compensation Type: Hourly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
  • 3/26/2024 12:00:00 AM

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Laundry Attendant
  • La Quinta Melbourne
  • Melbourne, FL
  • Compensation Type: Hourly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
  • 3/26/2024 12:00:00 AM

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Licensed Practical Nurse (LPN) - Part Time, 7pm-7am
  • Watercrest Senior Living Group
  • Melbourne, FL
  • SERVANT LEADERSHIP: Watercrest Senior Living Group associates answer a calling to serve seniors and their families every...
  • 3/25/2024 12:00:00 AM

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Market Development Specialist - $5,000 hiring bonus
  • SPECTRUM
  • Melbourne, FL
  • For a limited time, new employees hired to the Market Development position will be eligible for a $5,000 hiring bonus. A...
  • 3/25/2024 12:00:00 AM

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Houseperson
  • La Quinta Melbourne
  • Melbourne, FL
  • Compensation Type: Hourly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
  • 3/25/2024 12:00:00 AM

Melbourne /ˈmɛlbərn/ is a city in Brevard County, Florida, United States. As of the 2010 census, the population was 76,068. The municipality is the second-largest in the county by both size and population. Melbourne is a principal city of the Palm Bay – Melbourne – Titusville, Florida Metropolitan Statistical Area. In 1969 the city was expanded by merging with nearby Eau Gallie. Melbourne is located approximately 60 miles (97 km) southeast of Orlando on the Space Coast, along Interstate 95. It is approximately midway between Jacksonville and Miami. According to the United States Census Bureau,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$96,903 to $163,819
Melbourne, Florida area prices
were up 1.5% from a year ago

Investment Specialist in Salem, OR
The UK stock market’s mix of domestically-focused and multinational companies provides compelling long-term investment opportunities, allowing investors to build strong and internationally diversified portfolios—while benefiting from the high corporate governance and regulatory standards that are a key attraction of any UK investment.
November 27, 2019
The role is to communicate with investors and act as a stand in for the Portfolio Manager - since they are busy with the investment side.
January 02, 2020
Investment Specialist in Reno, NV
Identify customers ‘ investment needs by basic financial planning modules.
February 16, 2020
Investment Specialist in Portsmouth, NH
UNCDF is structured around on-balance-sheet de-risking investments and off-balance-sheet third party managed funds, for which UNCDF sources pipeline aligned with the SDGs, particularly in Least Developed Countries.
January 15, 2020