Investment Specialist jobs in Stockton, CA

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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Real Estate Investment Sales Specialist
  • KeyGlee Norcal
  • Lodi, CA FULL_TIME
  • Are you a motivated and results-oriented multi-tasker with a successful track record of exceeding your goals? We currently have a full-time opportunity for an organized and personable real estate acquisitions specialist looking to develop their career. We support our acquisitions team with the tools, cutting-edge resources, and materials you need to ensure your success! If you are looking to crush your financial goals with a group of high performers, apply now!Compensation:

    Commission Only Sales Position

    Responsibilities:
    • Research investment and partnership models, real estate market and geographical trends, and prepare letters of intent, contracts, and other business administration paperwork as needed for the sale
    • Build rapport with prospects and clients to overcome objections and get the deal signed
    • Assess comparables, property value, and condition through research, outreach, data, site walks, and market trends
    • Liaise between buyers and sellers to ensure a satisfactory transaction
    • Monitor the sales process and document follow up by tracking all interaction details in the CRM

    • Engage and re-qualify inbound leads
    • Promptly respond to inquiries
    • Engage with current leads to educate, obtain referrals and identify new opportunities
    • Cultivate and Maintain High-Level Client Relationships
    • Negotiate Property Pricing (Training is Provided)
    • Run Comps on Properties Daily (Training is Provided)
    • Hit Weekly and Monthly Sales Goals
    • Make 50 calls, 100 texts, and 2-3 property offers per day
    • Work with an Energetic Team and Have Fun!

    Qualifications:
    • 1 years of experience as a real estate specialist in real estate acquisitions, land acquisition, or real estate sales is highly desired
    • Top-notch written and verbal communication skills and superior phone etiquette required
    • Selling is your passion, and you are extremely driven to succeed
    • 4-year college degree in Sales, Business, Real Estate or related experience highly desired

    • Demonstrate ability to collaborate with the sales team
    • Strong and professional communication skills are a must
    • Promotes a strong sense of urgency for reaching goals and key deliverables
    • Superb time management skills with demonstrated ability to meet desired objectives with minimal supervision
    • Real Estate sales experience is a plus

    About Company


    We are focused on creating the most streamlined process for real estate investors throughout Northern California. We pride ourselves on our ability to source sought-after properties for our group of investors. We have grit and tenacity while not sacrificing on integrity. Our team is driven to accomplish big goals and if that sounds like a challenge you are up for then come join us!

  • 14 Days Ago

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Real Estate Investment Sales Specialist
  • KeyGlee Norcal
  • Lodi, CA FULL_TIME
  • Are you a motivated and results-oriented multi-tasker with a successful track record of exceeding your goals? We currently have a full-time opportunity for an organized and personable real estate acqu...
  • 14 Days Ago

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Enrollment Specialist
  • 160 Driving Academy
  • Stockton, CA FULL_TIME
  • Whether you see yourself in sales, business development, customer service, retail management, or operations, as a 160 Enrollment Specialist you will have exposure to all facets of the business and a c...
  • 18 Days Ago

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Cleaning specialist
  • ACE Heating & Cooling
  • Lodi, CA FULL_TIME
  • About the Job Our fast-growing heating and cooling company is looking for an experienced duct cleaner to join our award-winning team. We believe in working hard, creating happy customers, and living o...
  • 19 Days Ago

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Merchandising specialist
  • SAS Retail Services
  • Lodi, CA FULL_TIME
  • Join our dynamic team of Merchandising & Product Demonstration Specialists! In this multifaceted role, you'll excel in merchandising, sales, and / or product demonstrations. We seek a candidate adept ...
  • 19 Days Ago

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Merchandising specialist
  • SAS Retail Services
  • Oakley, CA FULL_TIME
  • Join our dynamic team of Merchandising & Product Demonstration Specialists! In this multifaceted role, you'll excel in merchandising, sales, and / or product demonstrations. We seek a candidate adept ...
  • 19 Days Ago

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0 Investment Specialist jobs found in Stockton, CA area

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Loan Officer
  • ERA Carlile Realty Group & Lending
  • Sacramento, CA
  • Job Description Job Description ERA Carlile Realty Group & CARLILE Lending is currently seeking the services of a Loan O...
  • 4/24/2024 12:00:00 AM

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Alpha Portfolio Services - Associate 2
  • State Street Corporation
  • Sacramento, CA
  • Who we are looking for The position will support business units in working on client service matters. The position will ...
  • 4/24/2024 12:00:00 AM

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Financial Planning and Analysis Manager
  • iNtegrity+
  • Sacramento, CA
  • Position Summary As a Team Member of the Finance team, the Planning and Analysis Manager is an Ambassador and takes pers...
  • 4/23/2024 12:00:00 AM

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Financial Planning and Analysis Manager
  • Integrity+
  • Sacramento, CA
  • Position Summary As a Team Member of the Finance team, the Planning and Analysis Manager is an Ambassador and takes pers...
  • 4/23/2024 12:00:00 AM

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Merrill Financial Solutions Advisor - East Bay & Associates Market
  • Bank Of America
  • Pleasanton, CA
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the po...
  • 4/23/2024 12:00:00 AM

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Portfolio Analyst / SMA Specialist - Franklin Income Investors
  • Franklin Templeton
  • San Ramon, CA
  • At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achi...
  • 4/23/2024 12:00:00 AM

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Relationship Banker
  • Bank Of America
  • Modesto, CA
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the po...
  • 4/22/2024 12:00:00 AM

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Relationship Banker
  • Bank Of America
  • Sacramento, CA
  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every con...
  • 4/22/2024 12:00:00 AM

Stockton is the county seat of San Joaquin County in the Central Valley of the U.S. state of California. Stockton was founded by Captain Charles Maria Weber in 1849 after he acquired Rancho Campo de los Franceses. The city is named after Robert F. Stockton, and it was the first community in California to have a name not of Spanish or Native American origin. The city is located on the San Joaquin River in the northern San Joaquin Valley and had an estimated population of 320,554 by the California Department of Finance for 2017. Stockton is the 13th largest city in California and the 63rd larges...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$113,981 to $192,695
Stockton, California area prices
were up 2.5% 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