Investment Specialist jobs in Winston Salem, NC
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)
Recently Added Investment Specialist jobs
Investment Consultant - Mission Viejo, CA
- Fidelity Brokerage Services LLC
-
Puerta Real, NC
FULL_TIME
- Job Description: Investment Consultant 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 leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We’re Looking For Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one! The Skills You Bring You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location. The base salary range for this position is $56,000 - $82,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
- 1 Month Ago
LICENSING SPECIALIST
- CHILDRENS HOME SOCIETY OF NORTH CAROLINA INC
-
Winston, NC
OTHER
- Job Details Job Location: Winston Salem, NC Position Type: Full Time Education Level: 4 Year Degree Salary Range: Undisclosed DescriptionSummary The Licensing Specialist is responsible for delivery an...
- 17 Days Ago
Payroll Specialist
- Robert Half
-
Kernersville, NC
OTHER
- Robert Half is collaborating with an excellent and expanding company in the triad, and they are currently in search of a temp Part-Time Payroll Specialist to join their dynamic team. This role offers ...
- 17 Days Ago
LICENSING SPECIALIST
- Childrens Home Society Of North Carolina Inc
-
Salem, NC
FULL_TIME
- Summary The Licensing Specialist is responsible for delivery and assisting families with licensing services to clients requiring foster care and/or adoption services, including therapeutic foster care...
- 17 Days Ago
Collections Specialist
- Guardian Pharmacy, LLC
-
Kernersville, NC
FULL_TIME
- Kernersville, North Carolina, United States of America Southern Pharmacy Services is part of the Guardian Pharmacy Services network and prides itself on its customer service. Each team member plays an...
- 17 Days Ago
To Go Specialist
- Olive Garden
-
Salem, NC
OTHER
- For this position, pay will be variable by location - See additional job details and benefits below.Our Winning Family Starts With You! Check out these great benefits!Flexible schedules to help you ba...
- 19 Days Ago
Filters
- Current Active Filter
- Winston Salem, NC
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Investment Specialist jobs found in Winston Salem, NC area
Financial Representative
- Northwestern Mutual
-
Winston-Salem, NC
- Full-Time Financial Representative Job Description As business owners, Financial Representatives at Northwestern Mutual ...
- 4/26/2024 12:00:00 AM
Community Outreach Specialist
- Franklin Energy
-
Winston-Salem, NC
- ***$1,500.00 Sign-On Bonus*** COMPANY Summary As a combined organization, Franklin Energy and AM Conservation Group is u...
- 4/26/2024 12:00:00 AM
Private Equity Associate
- H&p Executive Search
-
Winston Salem, NC
- H&P is working with an established middle market private equity/credit firm with a generalist focus. They are looking to...
- 4/26/2024 12:00:00 AM
Field Canvasser
- Franklin Energy
-
Winston-Salem, NC
- COMPANY Summary As a combined organization, Franklin Energy and AM Conservation Group is undertaking what is perhaps the...
- 4/26/2024 12:00:00 AM
Registered Nurse || Sign-on bonus $15,000 and Relocation up to $7,500
- Leoforce
-
Winston-Salem, NC
- Job Description Job Description Job Summary Role : Registered Nurse Rate : Open for discussion. Qualifications Graduate ...
- 4/25/2024 12:00:00 AM
Quality Specialist
- CSL
-
Winston Salem, NC
- Responsibilities: Mgr Center •Has overall authority for center operations production goals, monitor net yields, and impl...
- 4/24/2024 12:00:00 AM
Insurance Agency Owner
- AAA-The Auto Club Group
-
Winston-Salem, NC
- AAA - The Auto Club Group, is seeking ambitious, business-minded, and visionary Entrepreneurial Agency Owners to join ou...
- 4/24/2024 12:00:00 AM
Private Equity Associate
- H&P Executive Search
-
Winston-Salem, NC
- H&P is working with an established middle market private equity/credit firm with a generalist focus. They are looking to...
- 4/22/2024 12:00:00 AM
About Winston Salem, North Carolina
Winston-Salem is a city in and the county seat of Forsyth County, North Carolina, United States. With a 2019 estimated population of 251,907 it is the second largest municipality in the Piedmont Triad region, the fifth most populous city in North Carolina, and the eighty-ninth most populous city in the United States. With a metropolitan population of 676,673 it is the fourth largest metropolitan area in North Carolina and is expected to keep that fourth spot for many more years. Winston-Salem is home to the tallest office building in the region, 100 North Main Street, formerly the Wachovia Bui...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$99,840 to $168,788
Winston Salem, North Carolina area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does an Investment Specialist do?
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